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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
AMIM
3101
Aull & Monroe Investment Management
Alabama
$170M -$7.79M -4% 1.38% 96.6% 129 11.63%
SCM
3102
Schnieders Capital Management
California
$170M +$5.08M +3% 1.28% 103% 133 7.52%
CCM
3103
CWH Capital Management
Washington
$170M +$6.19M +4% 2.3% 29.9% 54 7.41%
CVM
3104
Cheviot Value Management
California
$169M -$372K -0.2% 0.73% 77.8% 34 5.88%
EFSCE
3105
Enterprise Financial Services Corp (EFSC)
Missouri
$169M -$1.05M -0.6% 0.87% 100% 1,327 19.59%
BP
3106
Banbury Partners
North Carolina
$169M +$11.4M +7% 5.31% 138% 12 8.33%
Financial Engines Advisors
3107
Financial Engines Advisors
California
$169M +$50.7M +43% 3.14% 43% 60 15%
BRA
3108
Bender Robert & Associates
California
$168M -$3.01M -2% 3.04% 116% 59 11.86%
EWM
3109
Evermay Wealth Management
Virginia
$168M -$995K -0.6% 1.67% 56.2% 89 8.99%
7A
3110
734 Agriculture
New York
$168M -$21.9M -12% 11.5% 23.8% 1 0%
EPIM
3111
Equinox Partners Investment Management
Connecticut
$168M -$3.05M -2% 8.74% 241% 20 15%
SM
3112
SLS Management
New York
$168M -$8.19M -5% 2.87% 11.3% 22 27.27%
RWM
3113
Raffa Wealth Management
District of Columbia
$168M -$1.97M -1% 1.16% 35.8% 836 4.43%
CWP
3114
Capital Wealth Planning
Florida
$168M -$24.5M -13% 0.42% 73.9% 146 28.77%
PCC
3115
Park Circle Company
Maryland
$167M +$13.7M +9% 1.83% 70.5% 103 13.59%
EP
3116
Elkhorn Partners
Nebraska
$167M -$7.85M -4% 5.21% 32.2% 45 0%
MAS
3117
Madden Advisory Services
Florida
$167M +$1.5M +0.9% 1.75% 52.3% 302 68.87%
FPIS
3118
Financial Planning & Information Services
Wisconsin
$167M +$12M +8% 1.14% 13% 34 8.82%
FPFS
3119
First Personal Financial Services
North Carolina
$167M +$2.01M +1% 1.88% 31.5% 578 21.45%
SFSIG
3120
San Francisco Sentry Investment Group
California
$167M -$767K -0.5% 0.67% 436% 160 9.38%
PSC
3121
Piper Sandler & Co
Minnesota
$167M -$74M -31% 3.47% 0.04% 160 70%
WPEP
3122
Walnut Private Equity Partners
Nebraska
$167M -$142K -0.1% 1.08% 60.6% 26 7.69%
RWM
3123
RKL Wealth Management
Pennsylvania
$167M +$1.57M +1% 0.47% 70.2% 54 7.41%
FCMC
3124
Founders Capital Management (Connecticut)
Connecticut
$167M -$530K -0.3% 1.12% 88.9% 61 14.75%
KTC
3125
Kistler-Tiffany Companies
Pennsylvania
$167M +$9.51M +6% 0.63% 52% 666 14.41%