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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
SHCM
3101
Shelter Haven Capital Management
New Jersey
$261M -$2.62M -1% 41.9% 20 65%
HFA
3102
Hoover Financial Advisors
Pennsylvania
$261M +$80.2M +44% 16.6% 517 83.56%
CC
3103
Cedar Capital
Illinois
$261M +$49.3M +23% 28.5% 98% 177 20.9%
WIS
3104
Wright Investors Service
Connecticut
$261M +$28.4M +12% 21.1% 107% 161 31.68%
SWM
3105
Sugarloaf Wealth Management
Georgia
$261M +$37.2M +17% 14.4% 10.2% 762 10.89%
KCPG
3106
Kavar Capital Partners Group
Kansas
$260M +$51.9M +25% 17.6% 77.2% 129 15.5%
RCM
3107
Requisite Capital Management
Texas
$260M +$29M +13% 26.6% 31.7% 73 32.88%
MCM
3108
Marathon Capital Management
Maryland
$260M +$42.5M +20% 27.6% 70.9% 149 24.16%
CG
3109
CFO4Life Group
Texas
$260M +$73.3M +39% 20.3% 43.4% 133 17.29%
DACG
3110
Donor Advised Charitable Giving
California
$260M +$62.9M +32% 42.2% 365% 56 12.5%
PTB
3111
Pioneer Trust Bank
Oregon
$260M +$43.2M +20% 19.1% 61.4% 69 11.59%
NIC
3112
Northwest Investment Counselors
Oregon
$260M +$36.7M +16% 19.3% 32.4% 142 11.97%
BCA
3113
Bray Capital Advisors
Florida
$260M +$41.5M +19% 21.3% 36.6% 271 6.27%
ITFISA
3114
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$259M +$82.1M +46% 34.3% 183% 37 10.81%
DVC
3115
Deer VII & Co
New York
$259M +$158M +156% 192% 241% 3 33.33%
ZF
3116
Zhang Financial
Michigan
$259M +$33.4M +15% 17.9% 56.8% 94 6.38%
HPIA
3117
Hamilton Point Investment Advisors
North Carolina
$259M +$44.4M +21% 20.7% 79.3% 69 10.14%
TC
3118
Tetrad Corporation
Nebraska
$259M +$959K +0.4% 3.85% 50.4% 4 0%
22CM
3119
20/20 Capital Management
California
$259M +$36.2M +16% 15.5% 162 22.22%
CICI
3120
Capital Investment Counsel Inc
North Carolina
$259M +$10.7M +4% 24.8% 153% 178 12.92%
REMPR
3121
Roof Eidam Maycock Peralta (REMP)
California
$259M +$20.9M +9% 13.6% 55.5% 103 14.56%
EGA
3122
E&G Advisors
Texas
$259M +$56.2M +28% 16.8% 92.3% 181 11.6%
NI
3123
NFC Investments
Tennessee
$259M +$16.7M +7% 18% 41 0%
CFA
3124
Cahill Financial Advisors
Minnesota
$259M +$43.1M +20% 16% 45.2% 166 16.87%
SDAM
3125
Shulman DeMeo Asset Management
New York
$259M +$43.7M +20% 19.5% 70.1% 113 13.27%