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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
B
3051
Bellecapital
Switzerland
$566M +$62.2M +12% 6.53% 128% 173 20.81%
WSCM
3052
Wellington Shields Capital Management
New York
$565M -$9.93M -2% 4.25% 137% 324 8.95%
CT
3053
Chicago Trust
Illinois
$565M -$15M -3% 1.65% 85.9% 386 9.07%
AIS
3054
American Investment Services
Massachusetts
$565M -$33.7M -6% 0.64% 63.1% 162 6.17%
AMCA
3055
Arthur M. Cohen & Associates
Illinois
$564M +$10.9M +2% 3.49% 110% 146 11.64%
AWM
3056
Affinity Wealth Management
Delaware
$564M +$558K +0.1% 4.06% 116% 109 14.68%
PAM
3057
Pinpoint Asset Management
Hong Kong
$564M +$98.2M +21% 12.9% 185% 126 53.97%
HI
3058
Human Investing
Oregon
$564M +$11.2M +2% 1.27% 52% 332 71.08%
GF
3059
Gries Financial
Ohio
$563M +$28.7M +5% 0.95% 71.3% 304 19.41%
AMG
3060
Asset Management Group
Connecticut
$562M -$8.64M -2% 0.59% 57% 135 2.22%
TSWM
3061
Tyler-Stone Wealth Management
Ohio
$562M +$32.6M +6% 5.95% 338 10.36%
HGWM
3062
Horst & Graben Wealth Management
Oregon
$562M +$4.77M +0.9% 0.43% 55.1% 164 11.59%
SCA
3063
Stieven Capital Advisors
Missouri
$562M +$33M +6% 7.51% 117% 55 21.82%
CAWM
3064
Capital Advisors Wealth Management
Washington
$562M +$18.9M +3% 1.23% 63.8% 183 14.21%
LS
3065
Leelyn Smith
Illinois
$561M +$7.31M +1% 0.61% 77.3% 138 13.04%
MAA
3066
Mraz Amerine & Associates
California
$561M +$8.38M +2% 3.35% 69.8% 177 11.86%
DLCIG
3067
D.L. Carlson Investment Group
New Hampshire
$561M +$8.62M +2% 5.8% 113% 155 11.61%
AWA
3068
Artemis Wealth Advisors
New York
$561M -$443M -44% 6.79% 174% 43 39.53%
SAIG
3069
Semper Augustus Investments Group
Colorado
$560M -$32.1M -5% 1.94% 95.4% 37 0%
BA
3070
Bellwether Advisors
Nebraska
$559M +$38.6M +7% 3.93% 115% 516 75.97%
WPI
3071
Walter Public Investments
Canada
$559M -$14.1M -2% 1.77% 72.7% 43 2.33%
EIG
3072
Ellenbecker Investment Group
Wisconsin
$559M +$30M +6% 0.62% 56.3% 115 7.83%
LA
3073
LM Advisors
California
$559M +$66.9M +14% 5.42% 200 21.5%
PFG
3074
PAX Financial Group
Texas
$559M +$1.23M +0.2% 0.39% 56% 248 17.74%
FTM
3075
First Turn Management
California
$558M -$73.3M -12% 0.83% 45 35.56%