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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
SHWM
2601
Smith & Howard Wealth Management
Georgia
$168M +$11.6M +7% 5.65% 33.6% 275 21.82%
AIC
2602
Ambs Investment Counsel
Michigan
$167M -$51.6M -24% 6.79% 97 14.43%
SBK
2603
Steven B. Klinsky
$167M -$12.1M -7% 7.08% 2 0%
CBN
2604
Cadence Bank NA
Texas
$167M -$15.9M -9% 1.42% 33.3% 153 16.99%
MIM
2605
Miller Investment Management
Pennsylvania
$167M +$26.2M +19% 4.82% 54% 73 12.33%
WFG
2606
Windsor Financial Group
Minnesota
$166M +$8.68M +6% 2.37% 15.3% 73 9.59%
KCM
2607
KSA Capital Management
New Jersey
$166M -$53.3M -24% 5.76% 109% 39 17.95%
FCT
2608
Family Capital Trust
Massachusetts
$166M +$8.89M +6% 6.46% 32.7% 99 9.09%
EML
2609
Eos Management LP
New York
$166M -$26.4M -14% 34.8% 151% 82 56.1%
ITIM
2610
Indiana Trust & Investment Management
Indiana
$166M +$44.8M +37% 3.17% 104% 333 67.87%
TIM
2611
Tortoise Investment Management
New York
$166M +$14.2M +9% 1.98% 33% 410 17.8%
FHC
2612
First Heartland Consultants
Missouri
$166M -$6.7M -4% 5.31% 55.2% 419 52.03%
WAM
2613
Weiss Asset Management
Massachusetts
$165M -$127M -43% 4.12% 87.3% 47 68.09%
QC
2614
QCM Cayman
Texas
$165M +$33.4M +25% 7.29% 74% 231 70.13%
GGPS
2615
Gary Goldberg Planning Services
New York
$165M +$8.15M +5% 3.79% 391 13.3%
PG
2616
Portola Group
California
$165M +$13.9M +9% 8.84% 98 40.82%
TCM
2617
TCS Capital Management
New York
$165M +$76M +86% 31.7% 271% 46 67.39%
SC
2618
Stratford Consulting
Texas
$164M +$1.55M +1% 3.62% 8.23% 55 5.45%
CCM
2619
Compton Capital Management
Rhode Island
$164M +$2.26M +1% 5.88% 75.6% 154 14.94%
NEIRG
2620
New England Investment & Retirement Group
Massachusetts
$164M +$4.71M +3% 7.33% 72.5% 64 35.94%
EWM
2621
Edge Wealth Management
New York
$164M +$14.3M +10% 5.53% 61.6% 401 25.69%
EEG
2622
E.E. Geduld
$164M +$23M +16% 12.5% 59.9% 392 41.84%
BL
2623
BCWM LLC
Kansas
$164M -$1.25M -0.8% 8.27% 80 7.5%
IFA
2624
Interactive Financial Advisors
Illinois
$164M +$27.8M +20% 3.78% 37.7% 71 15.49%
FPA
2625
Fieldpoint Private Advisors
New York
$164M +$520K +0.3% 6.43% 34% 71 16.9%