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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
SHWM
3076
Smith & Howard Wealth Management
Georgia
$294M +$42.8M +17% 5.87% 40.4% 92 22.83%
BWP
3077
BSW Wealth Partners
Colorado
$294M +$33.6M +13% 7.23% 75.4% 166 37.35%
AUIM
3078
Aegon USA Investment Management
Iowa
$293M +$11.9M +4% 5% 39.9% 51 13.73%
GIC
3079
GFI Investment Counsel
Ontario, Canada
$293M +$37.5M +15% 14.5% 41.8% 13 15.38%
KAM
3080
Krensavage Asset Management
New York
$293M +$32.6M +13% 12% 124% 14 42.86%
ROC
3081
Running Oak Capital
Minnesota
$293M 7.37% 32.7% 64
WC
3082
Winmill & Co
New Hampshire
$292M +$57M +24% 10% 146% 122 18.03%
ANB
3083
Amarillo National Bank
Texas
$292M +$29M +11% 7.09% 56.3% 94 6.38%
MCPPUI
3084
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$292M 10.4% 18
RCM
3085
Requisite Capital Management
Texas
$292M +$32M +12% 7.69% 41% 112 42.86%
IIC
3086
Ironwood Investment Counsel
Arizona
$292M +$20.9M +8% 6.7% 64% 175 6.86%
AHSW
3087
Adventist Health System West
California
$292M -$14.5M -5% 8.06% 60.2% 4 25%
WIS
3088
Wright Investors Service
Connecticut
$292M +$13.6M +5% 10% 146% 157 21.02%
SI
3089
Squadra Investments
Brazil
$292M 5.28% 1.55% 3
MAM
3090
Morse Asset Management
Connecticut
$292M +$24.1M +9% 10.7% 222% 151 32.45%
MCM
3091
Mason Capital Management
New York
$291M -$119M -29% 13.5% 18.5% 9 11.11%
DCM
3092
DAFNA Capital Management
California
$291M +$25.4M +10% 35.6% 313% 96 22.92%
PFA
3093
Paradigm Financial Advisors
Missouri
$291M +$35.2M +14% 10.2% 114% 134 8.96%
NEIRG
3094
New England Investment & Retirement Group
Massachusetts
$291M +$51.7M +22% 5.57% 72.5% 66 24.24%
RCA
3095
Rowland Carmichael Advisors
Arizona
$291M -$242K -0.1% 5.48% 39% 378 14.55%
RA
3096
RMR Advisors
Massachusetts
$291M -$1.3M -0.4% 0.27% 2.17% 116 1.72%
RG
3097
Rikoon Group
New Mexico
$291M +$20.8M +8% 8.93% 63.3% 208 6.25%
GCA
3098
Gideon Capital Advisors
New York
$291M -$15M -5% 6.42% 37.6% 424 75.47%
MWA
3099
Martel Wealth Advisors
Washington
$290M +$13.4M +5% 4.67% 39.7% 41 7.32%
HCM
3100
Howard Capital Management
Georgia
$290M +$53.1M +22% 11.1% 129% 44 27.27%