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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
CHC
2601
City Holding Co
West Virginia
$620M +$59M +11% 10.8% 81.3% 527 10.25%
NRG
2602
Nemes Rush Group
Michigan
$620M +$68.5M +12% 12.9% 111% 704 12.36%
IWS
2603
Insight Wealth Strategies
California
$619M +$101M +20% 7.52% 79.5% 155 9.03%
NRA
2604
NSI Retail Advisors
Pennsylvania
$619M +$147M +31% 10.6% 26.2% 51 29.41%
IDA
2605
Intelligence Driven Advisers
California
$619M +$55.6M +10% 8.93% 58.5% 105 32.38%
HIC
2606
Hartline Investment Corp
Illinois
$618M +$61.7M +11% 15% 201% 112 9.82%
TIP
2607
Torray Investment Partners
Maryland
$618M +$51.1M +9% 12% 82.4% 97 6.19%
AAM
2608
Auxier Asset Management
Oregon
$618M +$32M +5% 8.28% 71.7% 174 5.17%
WC
2609
Waterloo Capital
Texas
$618M +$277M +81% 9.72% 79.8% 397 60.96%
SFC
2610
SYM Financial Corp
Indiana
$618M +$54.3M +10% 9.44% 56% 207 24.15%
SJIC
2611
St. James Investment Company
Texas
$617M -$39.4M -6% 5.33% 43.8% 27 11.11%
IFWM
2612
Institute for Wealth Management
Colorado
$616M +$61.9M +11% 13.2% 137% 498 10.44%
VCM
2613
Violich Capital Management
California
$616M +$29.9M +5% 9.25% 100% 107 14.02%
AI
2614
Arvest Investments
Arkansas
$616M 8.26% 154
OCG
2615
Opus Capital Group
Ohio
$615M +$51.4M +9% 8.92% 49.7% 124 6.45%
CC
2616
Covalis Capital
United Kingdom
$615M +$49.8M +9% 2.44% 37.9% 81 67.9%
FCM
2617
Freshford Capital Management
New York
$615M +$13.3M +2% 11.2% 97.3% 24 33.33%
RIA
2618
RPG Investment Advisory
California
$614M +$70.3M +13% 13% 155% 87 9.2%
FMP
2619
Financial Management Professionals
Texas
$614M +$45M +8% 9.62% 62.1% 1,091 15.12%
SWA
2620
Sax Wealth Advisors
New Jersey
$613M +$105M +21% 10.7% 57.2% 196 12.76%
UWPG
2621
Ullmann Wealth Partners Group
Florida
$613M +$77.3M +14% 10.3% 62.2% 105 8.57%
HCA
2622
Heck Capital Advisors
Wisconsin
$613M +$73.2M +14% 9.44% 62% 208 20.67%
AWP
2623
Ascent Wealth Partners
New York
$612M +$69.5M +13% 11% 94.4% 165 7.88%
CWP
2624
Curated Wealth Partners
California
$612M +$63.3M +12% 10.9% 48.7% 148 13.51%
ECM
2625
Estabrook Capital Management
New York
$612M +$44.2M +8% 11.5% 87.2% 377 4.77%