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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
FA
3201
Forefront Analytics
Pennsylvania
$181M -$39.6M -18% 6.45% 33.5% 49 24.49%
TFS
3202
TrustCore Financial Services
Tennessee
$180M -$139M -44% 12.4% 28.3% 887 53.44%
LA
3203
Lau Associates
Delaware
$180M +$3.95M +2% 11% 44.5% 104 19.23%
RWMH
3204
Riverpoint Wealth Management Holdings
Illinois
$180M -$16M -8% 14.4% 43.1% 71 15.49%
FAM
3205
Foresters Asset Management
Ontario, Canada
$180M -$123M -41% 15.2% 55.6% 62 14.52%
HIH
3206
HRS Investment Holdings
New York
$180M -$37.4M -17% 18.9% 21.5% 88 39.77%
WAS
3207
Winch Advisory Services
Wisconsin
$180M -$19.2M -10% 11.8% 72.5% 395 17.97%
TC
3208
Trust Company
Kansas
$180M -$41.9M -19% 14.7% 36.5% 378 26.19%
BCP
3209
Berkeley Capital Partners
Georgia
$180M +$2.11M +1% 9.02% 49.3% 141 31.21%
ANB
3210
Amarillo National Bank
Texas
$179M -$36.1M -17% 12.6% 56.3% 93 8.6%
CSM
3211
CAMG Solamere Management
North Carolina
$179M -$16.2M -8% 12.3% 51.7% 128 29.69%
IWA
3212
Intercontinental Wealth Advisors
Texas
$179M -$20.4M -10% 12.7% 46.7% 472 71.4%
CRM
3213
Capital Returns Management
New York
$179M -$34.8M -16% 10.4% 4.39% 30 46.67%
KFP
3214
Keystone Financial Planning
Ohio
$179M -$16.8M -9% 9.44% 34.1% 47 6.38%
ITIM
3215
Indiana Trust & Investment Management
Indiana
$179M -$40.1M -18% 6.28% 104% 131 13.74%
CWM
3216
Confluence Wealth Management
Oregon
$179M -$14M -7% 11.6% 31.9% 128 19.53%
WCWM
3217
Wooster Corthell Wealth Management
Connecticut
$179M -$24.4M -12% 13.5% 39.1% 39 25.64%
CG
3218
Compass Group
New York
$179M -$34.5M -16% 7.42% 64.6% 14 21.43%
SIRP
3219
Shelter Insurance Retirement Plan
Missouri
$178M -$38M -18% 8.37% 51.1% 47 8.51%
TCM
3220
Timpani Capital Management
Wisconsin
$178M -$169M -49% 16.7% 383% 118 43.22%
SFS
3221
Summit Financial Strategies
Ohio
$178M -$41M -19% 14.3% 57.8% 67 25.37%
RCS
3222
Retirement Capital Strategies
California
$178M -$24.4M -12% 8.47% 50.2% 56 33.93%
IF
3223
Ironwood Financial
Arizona
$178M -$10.2M -5% 8.84% 48.8% 411 15.33%
PAG
3224
Private Advisory Group
Washington
$178M -$17.9M -9% 12.9% 134% 170 61.18%
PFA
3225
Pathway Financial Advisors
Vermont
$178M -$2.16M -1% 11.6% 48.4% 93 1.08%