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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
BFA
3226
Benedict Financial Advisors
Georgia
$338M -$35.9M -10% 8.88% 62% 123 5.69%
OLA
3227
Oliver Luxxe Assets
New Jersey
$338M -$56.8M -14% 10.3% 141% 219 31.96%
SF
3228
Symphony Financial
Texas
$338M -$87.4M -21% 14% 71.2% 210 23.33%
SIMM
3229
Stillwater Investment Management (Minnesota)
Minnesota
$338M -$59.1M -15% 15.4% 72.3% 90 8.89%
GC
3230
Gibson Capital
Pennsylvania
$338M -$61.8M -15% 16.8% 49.4% 46 23.91%
SAIG
3231
Semper Augustus Investments Group
Colorado
$338M -$55.9M -14% 15.7% 90.2% 32 0%
CCM
3232
Callodine Capital Management
Massachusetts
$337M +$26M +8% 12% 43.6% 54 27.78%
OAM
3233
Occidental Asset Management
California
$337M -$53.7M -14% 12.1% 65.6% 201 16.92%
NCM
3234
Noesis Capital Mangement
Florida
$337M -$78.6M -19% 16.2% 86.8% 121 20.66%
BU
3235
Brown University
Rhode Island
$336M -$72.3M -18% 19.1% 7.69% 14 14.29%
JWM
3236
Janiczek Wealth Management
Colorado
$336M -$25.8M -7% 11.7% 16.4% 1,111 13.59%
DR
3237
Davis Rea
Ontario, Canada
$336M +$129M +63% 17.4% 50% 45 6.67%
MCM
3238
Monarch Capital Management
Indiana
$336M -$42.5M -11% 9.99% 65% 128 9.38%
WAM
3239
Wilson Asset Management
Australia
$335M -$65.5M -16% 15.4% 59.3% 34 17.65%
MIP
3240
Marietta Investment Partners
Wisconsin
$335M -$102M -23% 14% 125% 187 13.37%
SIC
3241
SFE Investment Counsel
California
$335M -$59.7M -15% 14.3% 78.2% 124 4.84%
CCM
3242
Canal Capital Management
Virginia
$335M -$35.3M -10% 15.5% 67.8% 153 16.34%
TFM
3243
TFC Financial Management
Massachusetts
$335M -$15.2M -4% 14% 60% 575 8%
SCM
3244
Schnieders Capital Management
California
$335M -$84.3M -20% 12.7% 103% 205 14.15%
BCA
3245
Bray Capital Advisors
Florida
$335M -$54.1M -14% 12.5% 36.6% 283 6.71%
FPB
3246
First PREMIER Bank
South Dakota
$335M -$44.5M -12% 11.2% 54.4% 412 12.62%
HCP
3247
Hexagon Capital Partners
Arkansas
$334M -$44.3M -12% 16.8% 102% 1,293 24.59%
SL
3248
SWF LLC
Nebraska
$334M -$126M -27% 22.1% 81.7% 2 0%
PFA
3249
Pettinga Financial Advisors
Indiana
$334M -$65.7M -16% 14.1% 71.8% 116 21.55%
BIA
3250
Barry Investment Advisors
Massachusetts
$333M -$43.1M -11% 9.14% 57.9% 136 19.85%