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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
LWM
3176
Laidlaw Wealth Management
New York
$390M +$2.28M +0.6% 0.13% 116% 290 22.76%
CVM
3177
Cheviot Value Management
California
$390M -$17.4M -4% 2.18% 83.7% 81 4.94%
BCA
3178
Bray Capital Advisors
Florida
$390M -$195K -0% 0.28% 36.6% 273 3.66%
EN1L
3179
Engine No 1 LLC
California
$389M +$25.6M +7% 0.39% 536% 228 37.72%
SQA
3180
Simon Quick Advisors
New Jersey
$389M +$10.9M +3% 0.35% 69.5% 457 5.91%
ECM
3181
EagleClaw Capital Management
Massachusetts
$388M +$1.47M +0.4% 2.12% 96.5% 139 5.04%
NB
3182
Nicolet Bankshares
Wisconsin
$388M +$7.35M +2% 0.89% 63.9% 215 9.77%
SG
3183
Swarthmore Group
Pennsylvania
$387M $0 0% 0.11% 44.2% 44 0%
SDWMA
3184
Schneider Downs Wealth Management Advisors
Pennsylvania
$387M +$1.04M +0.3% 1.43% 43.5% 150 10%
HCM
3185
Huber Capital Management
California
$387M -$4.97M -1% 0.37% 63.9% 101 1.98%
SHJ
3186
Sharkey, Howes & Javer
Colorado
$387M +$9.97M +3% 0.71% 54.6% 81 9.88%
HAS
3187
HBW Advisory Services
California
$387M +$6.36M +2% 2.09% 62.1% 279 22.58%
SR
3188
Swiss Re
Switzerland
$386M +$94.2M +32% 0.82% 6 33.33%
RC
3189
Reik & Co
New York
$386M -$5.72M -1% 0.74% 37.6% 53 0%
LA
3190
Lynch & Associates
Indiana
$386M -$3.63M -0.9% 0.68% 62.9% 107 3.74%
CAM
3191
Cypress Asset Management
Texas
$386M -$4.53M -1% 0.25% 114% 134 0%
PCM
3192
Punch Card Management
Florida
$386M +$6.05M +2% 1.68% 41% 3 0%
OAM
3193
Occidental Asset Management
California
$386M +$9.38M +2% 0.61% 65.6% 213 8.92%
SFA
3194
Source Financial Advisors
New York
$385M -$3.17M -0.8% 0.2% 18.5% 110 6.36%
WFI
3195
West Family Investments
California
$385M +$15.8M +4% 6.47% 76.4% 398 29.9%
KC
3196
Kingfisher Capital
North Carolina
$385M -$7.52M -2% 0.38% 58.5% 188 10.11%
SAS
3197
Sage Advisory Services
Texas
$385M +$19.6M +5% 1.46% 33.9% 64 25%
NG
3198
Northstar Group
New York
$385M +$2.71M +0.7% 0.73% 61.8% 154 6.49%
EWA
3199
Encompass Wealth Advisors
Oregon
$383M -$23.1M -6% 0.19% 63.2% 394 15.74%
BCM
3200
BlueMar Capital Management
Florida
$383M -$46.4M -11% 0.4% 27.4% 65 29.23%