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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
BW
3026
Bison Wealth
Georgia
$171M +$6.77M +4% 0.6% 37.4% 271 25.09%
SGA
3027
Strategic Global Advisors
California
$171M +$36.2M +27% 6.97% 110% 149 18.12%
DAS
3028
Dynamic Advisor Solutions
Arizona
$171M -$28.2M -14% 1.18% 64% 211 34.6%
HFM
3029
Hartford Financial Management
Connecticut
$171M +$8.42M +5% 0.5% 79.6% 278 62.23%
EGA
3030
E&G Advisors
Texas
$171M +$1.61M +1% 1.25% 92.3% 93 4.3%
LC
3031
Lubar & Co
Wisconsin
$170M +$30M +21% 5.66% 21 52.38%
CPA
3032
Capital Planning Advisors
California
$170M +$26.9M +19% 0.03% 64.2% 114 17.54%
AMIM
3033
Aull & Monroe Investment Management
Alabama
$170M -$7.79M -4% 1.39% 96.6% 129 11.63%
SCM
3034
Schnieders Capital Management
California
$170M +$5.08M +3% 1.29% 103% 133 7.52%
CCM
3035
CWH Capital Management
Washington
$170M +$6.19M +4% 2.3% 29.9% 54 7.41%
CVM
3036
Cheviot Value Management
California
$169M -$372K -0.2% 0.73% 83.7% 34 5.88%
EFSCE
3037
Enterprise Financial Services Corp (EFSC)
Missouri
$169M -$1.05M -0.6% 0.87% 67.6% 1,327 19.59%
BP
3038
Banbury Partners
North Carolina
$169M +$11.4M +7% 5.31% 138% 12 8.33%
Financial Engines Advisors
3039
Financial Engines Advisors
California
$169M +$50.7M +43% 3.14% 34% 60 15%
BRA
3040
Bender Robert & Associates
California
$168M -$3.01M -2% 3.04% 98.1% 59 11.86%
EWM
3041
Evermay Wealth Management
Virginia
$168M -$995K -0.6% 1.67% 51% 89 8.99%
7A
3042
734 Agriculture
New York
$168M -$21.9M -12% 11.5% 23.8% 1 0%
EPIM
3043
Equinox Partners Investment Management
Connecticut
$168M -$3.05M -2% 8.74% 284% 20 15%
SM
3044
SLS Management
New York
$168M -$8.19M -5% 2.87% 11.3% 22 27.27%
CWP
3045
Capital Wealth Planning
Florida
$168M -$24.5M -13% 0.42% 66% 146 28.77%
PCC
3046
Park Circle Company
Maryland
$167M +$13.7M +9% 1.83% 58.1% 103 13.59%
EP
3047
Elkhorn Partners
Nebraska
$167M -$7.85M -4% 5.21% 31.5% 45 0%
MAS
3048
Madden Advisory Services
Florida
$167M +$1.5M +0.9% 1.75% 44.7% 302 68.87%
FPIS
3049
Financial Planning & Information Services
Wisconsin
$167M +$12M +8% 1.14% 13% 34 8.82%
FPFS
3050
First Personal Financial Services
North Carolina
$167M +$2.01M +1% 1.88% 31.5% 578 21.45%