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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
SMI
2976
Shelter Mutual Insurance
Missouri
$239M -$55.7M -19% 16.6% 51.2% 42 4.76%
EWF
2977
Epstein & White Financial
California
$239M +$9.97M +4% 14.5% 51% 90 28.89%
PAM
2978
Premier Asset Management
Illinois
$239M -$66.6M -22% 13.2% 104% 151 50.99%
IFS
2979
Ifrah Financial Services
Arkansas
$239M -$45.2M -16% 12.2% 61.7% 213 30.99%
PT
2980
Plimoth Trust
Massachusetts
$238M -$70.7M -23% 17% 94% 176 11.93%
PSP
2981
Principal Street Partners
Tennessee
$238M -$210M -47% 16.4% 91% 229 58.52%
CIA
2982
Capital Impact Advisors
Massachusetts
$238M -$46M -16% 9.14% 127 25.2%
IIA
2983
IPG Investment Advisors
California
$238M -$77.7M -25% 19.5% 106% 152 29.61%
REMPR
2984
Roof Eidam Maycock Peralta (REMP)
California
$238M -$21.7M -8% 13.4% 55.5% 109 14.68%
AWA
2985
ARS Wealth Advisors
Florida
$238M -$108M -31% 14.2% 61.8% 115 24.35%
MGIA
2986
Matthew Goff Investment Advisor
Texas
$237M -$32.5M -12% 12.9% 79.9% 60 11.67%
CF
2987
CNA Financial
Illinois
$237M -$134M -36% 25.9% 48.6% 186 69.89%
AG
2988
Algert Global
California
$237M -$97.6M -29% 20.6% 194% 580 66.55%
P3I
2989
Progeny 3 Inc
Washington
$237M +$127M +116% 24% 96.8% 36 58.33%
PWMG
2990
Prestige Wealth Management Group
New Jersey
$237M +$54.4M +30% 5.8% 55.8% 1,066 50.09%
LPAM
2991
Legion Partners Asset Management
California
$237M -$149M -39% 27.8% 206% 16 37.5%
DM
2992
Diker Management
New York
$237M +$82.2M +53% 14% 210% 41 36.59%
HWM
2993
Hohimer Wealth Management
Washington
$237M -$50.9M -18% 19.4% 99.7% 241 34.44%
TGAM
2994
TBH Global Asset Management
Tennessee
$236M -$97.5M -29% 16.8% 70.7% 174 24.71%
HCM
2995
Howard Capital Management
Georgia
$236M -$54.4M -19% 8.21% 129% 50 76%
FMP
2996
Financial Management Professionals
Texas
$236M -$66.1M -22% 14% 62.1% 400 26.5%
HIM
2997
HughesLittle Investment Management
$236M -$58.1M -20% 19.5% 106% 15 0%
HC
2998
Hourglass Capital
Texas
$236M -$133M -36% 29.1% 89.6% 138 21.74%
NTCM
2999
Nine Ten Capital Management
Illinois
$236M -$165M -41% 32.1% 166% 12 8.33%
VW
3000
Vantage Wealth
California
$235M -$33.5M -12% 14.8% 56.1% 38 34.21%