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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
TL
3076
TrueWealth LLC
Georgia
$198M -$20.6M -9% 8.43% 855 12.98%
KIC
3077
Keating Investment Counselors
Florida
$198M -$34.8M -15% 7.17% 43.7% 68 8.82%
CC
3078
Cedar Capital
Illinois
$197M -$60.4M -23% 10.5% 98% 184 27.17%
APSP
3079
Asset Planning Services (Pennsylvania)
Pennsylvania
$197M -$13.1M -6% 9.31% 62.1% 290 11.03%
P8IP
3080
Pier 88 Investment Partners
California
$197M -$32.7M -14% 3.67% 27% 108 15.74%
WC
3081
Wynnefield Capital
New York
$197M -$42.6M -18% 11.9% 110% 32 12.5%
TS
3082
Twin Securities
New York
$197M -$25.9M -12% 8.12% 467% 22 81.82%
HPIA
3083
Hamilton Point Investment Advisors
North Carolina
$197M -$16.8M -8% 11.4% 64.5% 75 8%
MIM
3084
Montgomery Investment Management
Maryland
$197M -$46M -19% 15.6% 98.4% 95 6.32%
JWM
3085
Janiczek Wealth Management
Colorado
$197M +$5.85M +3% 11.1% 16.4% 186 22.04%
EI
3086
Ellevest Inc
New York
$197M 8.31% 54.1% 532
MGIA
3087
Matthew Goff Investment Advisor
Texas
$197M -$52.6M -21% 7.67% 79.9% 67 25.37%
BA
3088
BCM Advisors
Louisiana
$197M +$5.96M +3% 3.28% 51% 39 7.69%
IVMX
3089
Institutional Venture Management XIII
California
$197M -$52.1M -21% 15.2% 4 25%
AAI
3090
Aequim Alternative Investments
California
$197M 2.07% 24.5% 34
WAG
3091
Winthrop Advisory Group
Massachusetts
$197M +$19.1M +11% 11.2% 70.4% 96 18.75%
NG
3092
Northstar Group
New York
$197M -$22.2M -10% 8.2% 61.8% 135 10.37%
VWA
3093
V Wealth Advisors
Kansas
$197M -$19.8M -9% 13.5% 36.9% 239 15.06%
MM
3094
Meridian Management
Arkansas
$196M -$33.6M -15% 12.8% 47.4% 81 11.11%
CCM
3095
Cribstone Capital Management
Maine
$196M -$21.4M -10% 9.23% 22.4% 809 14.83%
CIG
3096
Consolidated Investment Group
Colorado
$196M -$18.6M -9% 14.4% 140% 51 13.73%
VAIA
3097
Virtus Alternative Investment Advisers
Connecticut
$196M -$79.9M -29% 18.1% 42.8% 139 34.53%
SACTSONJ
3098
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$195M -$46.6M -19% 17% 147% 217 18.89%
SIC
3099
SFE Investment Counsel
California
$195M -$64.2M -25% 13.5% 78.2% 129 10.85%
GIM
3100
Greystone Investment Management
Ohio
$195M -$36.2M -16% 14.2% 32.8% 49 12.24%