We are live on ! Find out more

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
HIC
3201
Holderness Investments Company
North Carolina
$222M +$16.3M +8% 6.75% 101% 207 9.66%
TC
3202
Trust Company
Kansas
$222M +$2.97M +1% 4.86% 36.5% 367 11.17%
WCM
3203
Windsor Capital Management
Arizona
$222M +$6.96M +3% 3.17% 46.1% 120 5.83%
REMPR
3204
Roof Eidam Maycock Peralta (REMP)
California
$221M +$7.42M +3% 4.6% 55.5% 94 10.64%
ALS
3205
Andrew L. Share
$221M -$154M -41% 19.8% 60% 1 0%
ISSM
3206
Invesco Senior Secured Management
New York
$221M +$27.8M +14% 10.1% 18.1% 20 5%
VCM
3207
Verger Capital Management
North Carolina
$221M -$31M -12% 2.87% 48% 14 7.14%
PAA
3208
Peregrine Asset Advisers
Oregon
$221M +$27.5M +14% 14.3% 163% 155 49.03%
CFG
3209
Cambridge Financial Group
Ohio
$221M +$17.3M +9% 9.26% 31 0%
TI
3210
Telemetry Investments
New York
$220M -$42.1M -16% 1.34% 77.4% 176 61.36%
BWA
3211
Burt Wealth Advisors
Maryland
$220M +$11.7M +6% 3.55% 57.3% 413 9.44%
FA
3212
Forefront Analytics
Pennsylvania
$220M +$5.2M +2% 1.23% 33.5% 45 4.44%
BRA
3213
Bender Robert & Associates
California
$220M +$29.2M +15% 14.2% 98.1% 48 2.08%
BC
3214
Barnett & Company
Tennessee
$220M +$13.7M +7% 3.53% 50.8% 367 15.8%
SFS
3215
Summit Financial Strategies
Ohio
$219M +$13.5M +7% 5.04% 57.8% 63 15.87%
ITIM
3216
Indiana Trust & Investment Management
Indiana
$219M +$8.98M +4% 5.46% 104% 134 7.46%
MA
3217
Marshwinds Advisory
Georgia
$219M +$7.53M +4% 6.79% 32.9% 134 5.97%
BRM
3218
Boston Research & Management
Massachusetts
$219M +$15.6M +8% 7.75% 48.2% 101 3.96%
NG
3219
Northstar Group
New York
$219M +$22.4M +11% 8.98% 61.8% 132 7.58%
ACI
3220
AB CarVal Investors
Minnesota
$219M +$125M +134% 17.6% 24% 19 36.84%
TAM
3221
Taylor Asset Management
Ontario, Canada
$219M +$2.53M +1% 2.47% 12.9% 33 30.3%
YWP
3222
YorkBridge Wealth Partners
New York
$218M -$9.57M -4% 8.62% 36.5% 889 15.3%
ZCM
3223
Zebra Capital Management
Connecticut
$218M -$15.2M -7% 2.59% 142% 492 49.39%
OFW
3224
Omnia Family Wealth
Florida
$218M +$4.49M +2% 3.17% 80.6% 603 6.63%
TL
3225
TrueWealth LLC
Georgia
$218M +$7.92M +4% 6.3% 876 5.59%