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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
HM
3051
Heronetta Management
New York
$193M +$2.55M +1% 1.79% 59.7% 37 18.92%
ITIM
3052
Indiana Trust & Investment Management
Indiana
$193M -$7.52M -4% 2.77% 104% 134 8.21%
FTS
3053
Fifth Third Securities
Ohio
$193M +$37.2M +24% 0.72% 58.9% 100 23%
GIIO
3054
Gen IV Investment Opportunities
New York
$193M 3.14% 10
GIM
3055
Greystone Investment Management
Ohio
$193M -$4.76M -2% 7.57% 32.8% 55 9.09%
AP
3056
Advisors Preferred
Maryland
$192M -$21.6M -10% 8.11% 102% 295 76.95%
IP
3057
Intellectus Partners
California
$192M 0.05% 157% 715
CPA
3058
Court Place Advisors
Maryland
$192M +$12.4M +7% 4.89% 92% 154 11.04%
CBTWT
3059
Community Bank & Trust (Waco, Texas)
Texas
$192M +$7.85M +4% 4.15% 108% 120 6.67%
BHTS
3060
Bar Harbor Trust Services
Maine
$192M +$3.67M +2% 4.58% 86.4% 89 21.35%
FMP
3061
Financial Management Professionals
Texas
$192M -$953K -0.5% 5.21% 62.1% 393 23.41%
BC
3062
Barnett & Company
Tennessee
$192M +$6.14M +3% 5.92% 65.9% 416 11.3%
SHWM
3063
Smith & Howard Wealth Management
Georgia
$192M +$242K +0.1% 2.24% 40.4% 45 11.11%
SMC
3064
S. Muoio & Co
New York
$192M -$11M -5% 10.7% 327% 113 50.44%
CP
3065
Camelot Portfolios
Ohio
$192M +$5.29M +3% 1.28% 41.3% 178 15.73%
BWP
3066
BSW Wealth Partners
Colorado
$191M +$189M +6,511% 0.19% 75.4% 79 20.25%
BBP
3067
Banco BTG Pactual
Brazil
$191M -$20.9M -10% 2.4% 134% 106 87.74%
REMPR
3068
Roof Eidam Maycock Peralta (REMP)
California
$191M -$22.6M -11% 0.66% 55.5% 87 12.64%
KC
3069
Kepos Capital
New York
$191M +$49.9M +35% 0.63% 21.1% 10 0%
OFG
3070
OTA Financial Group
New York
$191M +$80.9M +73% 42% 320% 85 82.35%
CCM
3071
Compton Capital Management
Rhode Island
$191M +$8.63M +5% 4.32% 75.6% 142 7.04%
SUT
3072
SC US (TTGP)
California
$191M +$15.1M +9% 1.08% 65.2% 8 37.5%
WSC
3073
Wellington Shields & Co
New York
$191M -$6.01M -3% 1.62% 109% 139 17.27%
KL
3074
Kinsight LLC
Alabama
$191M +$4.65M +2% 3.93% 15.7% 38 10.53%
RWM
3075
Raffa Wealth Management
District of Columbia
$191M +$5.68M +3% 1.94% 35.8% 908 7.16%