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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
NEIRG
3026
New England Investment & Retirement Group
Massachusetts
$182M +$13.2M +8% 2.9% 72.5% 56 8.93%
SCM
3027
Salem Capital Management
Massachusetts
$182M +$8.9M +5% 4.38% 32.3% 70 12.86%
CRCM
3028
Cat Rock Capital Management
Connecticut
$182M -$14.7M -7% 5.63% 66.7% 11 45.45%
VIA
3029
Vantagepoint Investment Advisers
District of Columbia
$182M -$8.66M -5% 6.81% 32.7% 1 0%
MI
3030
Montage Investments
Kansas
$182M +$39.1M +27% 4.75% 195 31.28%
ZF
3031
Zhang Financial
Michigan
$182M +$102K +0.1% 2.97% 67.9% 78 8.97%
SFG
3032
StrategIQ Financial Group
Indiana
$182M +$11.4M +7% 2.66% 12.6% 112 9.82%
TCOO
3033
Trust Company of Oklahoma
Oklahoma
$182M +$1.9M +1% 1.75% 88.7% 110 10%
EP
3034
Edgestream Partners
New Jersey
$182M +$107M +144% 3.11% 41.7% 139 78.42%
WKWM
3035
Walter & Keenan Wealth Management
Indiana
$181M +$1.73M +1% 2.58% 92% 146 9.59%
HP
3036
Harbourvest Partners
Massachusetts
$181M -$26.2M -13% 2.47% 8.96% 23 69.57%
FG
3037
FSI Group
Ohio
$181M +$17.4M +11% 11.9% 44.1% 65 38.46%
RWA
3038
River Wealth Advisors
Pennsylvania
$181M +$6.71M +4% 3.56% 80.3% 155 7.1%
GCM
3039
Gladius Capital Management
Illinois
$181M +$5.85M +3% 3.3% 78% 2 0%
UIM
3040
Underhill Investment Management
California
$181M -$4.62M -2% 2.77% 59.8% 22 13.64%
CAMG
3041
CWA Asset Management Group
Florida
$180M +$16.5M +10% 6.55% 150 16%
SCM
3042
Shah Capital Management
North Carolina
$180M +$37.5M +26% 24.8% 242% 19 15.79%
CPA
3043
Court Place Advisors
Maryland
$180M +$7.3M +4% 2.81% 92% 144 4.17%
CA
3044
Cumberland Advisors
Florida
$180M +$17.2M +11% 6.16% 73.5% 61 24.59%
KFBMI
3045
Kentucky Farm Bureau Mutual Insurance
Kentucky
$179M -$3.51M -2% 2.82% 83.3% 87 9.2%
MFS
3046
McNamara Financial Services
Massachusetts
$179M +$8.49M +5% 3.8% 42.6% 33 3.03%
PSC
3047
Prentiss Smith & Co
Vermont
$179M +$1.34M +0.8% 3.02% 63.9% 279 10.04%
IP
3048
InvenTrust Properties
Illinois
$179M -$10.5M -6% 5.29% 7.56% 21 0%
FCMC
3049
Founders Capital Management (Connecticut)
Connecticut
$179M +$1.09M +0.6% 1.49% 88.9% 56 1.79%
KM
3050
Kora Management
New York
$179M +$51M +40% 17.3% 307% 11 45.45%