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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
RCS
3226
Retirement Capital Strategies
California
$176M +$3.23M +2% 3.58% 50.2% 16 6.25%
SFS
3227
Shaker Financial Services
Virginia
$176M +$7.36M +4% 4.1% 13.1% 143 47.55%
SA
3228
SL Advisors
New Jersey
$176M +$27M +18% 1.2% 76.1% 57 8.77%
MM
3229
Meridian Management
Arkansas
$176M +$7.13M +4% 5.3% 47.4% 71 8.45%
SWM
3230
Stockman Wealth Management
Montana
$176M +$11.6M +7% 3.43% 61.9% 143 15.38%
RHAM
3231
Round Hill Asset Management
California
$176M +$6.39M +4% 8.95% 40.7% 66 9.09%
WA
3232
Winfield Associates
Ohio
$176M +$12.9M +8% 6.45% 77.8% 825 14.06%
SG
3233
Standard General
New York
$176M -$33.3M -16% 25.6% 112% 5 20%
PTB
3234
Pioneer Trust Bank
Oregon
$176M +$6.02M +4% 4.86% 61.4% 70 1.43%
MGB
3235
Mass General Brigham
Massachusetts
$176M +$696K +0.4% 0.4% 1 0%
HPIA
3236
Hamilton Point Investment Advisors
North Carolina
$176M +$13.8M +8% 6.83% 64.5% 74 5.41%
TSS
3237
Thomas Story & Son
Indiana
$176M +$9.21M +6% 4.22% 91.8% 52 7.69%
RO
3238
Reservoir Operations
New York
$176M +$86.8M +98% 12% 12.4% 22 13.64%
BC
3239
Bodenholm Capital
Sweden
$175M +$12.8M +8% 13.7% 86% 10 60%
CIG
3240
Consolidated Investment Group
Colorado
$175M +$15.9M +10% 7.65% 140% 53 13.21%
DM
3241
Delphi Management
Massachusetts
$175M +$4.04M +2% 7.16% 78% 102 25.49%
AWW
3242
Alan W. Weber
$175M +$9.72M +6% 8.87% 192% 65 7.69%
EML
3243
Eos Management LP
New York
$175M -$12.8M -7% 4.75% 151% 23 13.04%
JWM
3244
Janiczek Wealth Management
Colorado
$175M -$49.2M -22% 4.16% 16.4% 58 53.45%
HIM
3245
HughesLittle Investment Management
$175M +$5.54M +3% 11.6% 91.2% 19 0%
AACA
3246
American Assets Capital Advisers
California
$175M +$22.6M +15% 6.96% 73.5% 34 8.82%
DVM
3247
Dreman Value Management
Florida
$175M -$3.76M -2% 4.14% 36.6% 451 47.45%
BPV
3248
Battery Partners VIII
Massachusetts
$174M +$2.68M +2% 1.56% 1 0%
HT
3249
Hefren-Tillotson
Pennsylvania
$174M +$11.4M +7% 4.19% 40% 24 4.17%
CA
3250
Corrado Advisors
New Jersey
$174M +$12.5M +8% 4.5% 45.6% 125 28%