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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
3276
Benedict Financial Advisors
Georgia
$355M +$18.3M +5% 3.19% 62% 119 6.72%
CIM
3277
Contravisory Investment Management
Massachusetts
$354M -$6.27M -2% 1.64% 129% 366 26.23%
TWM
3278
TMD Wealth Management
Arizona
$354M +$130M +58% 3.44% 2.41% 54 33.33%
AFGI4KRSP
3279
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$353M -$30.7M -8% 11.5% 5.11% 1 0%
SXM
3280
SC XII Management
California
$353M +$41.9M +13% 13.5% 73.4% 1 0%
KIG
3281
Kowal Investment Group
Wisconsin
$353M +$17.8M +5% 4.88% 21.1% 171 19.88%
WFPG
3282
Waller Financial Planning Group
Ohio
$353M +$8.15M +2% 4.57% 40.9% 59 15.25%
JWM
3283
Janiczek Wealth Management
Colorado
$353M -$2.57M -0.7% 4.49% 16.4% 1,085 12.72%
YCMGA
3284
York Capital Management Global Advisors
New York
$353M -$41.7M -11% 3.01% 52.3% 9 22.22%
SAS
3285
Sage Advisory Services
Texas
$353M +$10.7M +3% 3.46% 33.9% 51 19.61%
PS
3286
Presima Securities
Quebec, Canada
$353M +$5.71M +2% 1.29% 10.3% 47 0%
CWP
3287
Concord Wealth Partners
Virginia
$352M +$19.9M +6% 4.63% 66% 1,275 24.39%
HWM
3288
HFR Wealth Management
New York
$352M +$7.64M +2% 3.24% 48.5% 64 6.25%
NCM
3289
Nelson Capital Management
California
$352M +$11.4M +3% 8.61% 121% 93 7.53%
WIS
3290
Wright Investors Service
Connecticut
$352M +$2.99M +0.9% 6.21% 107% 160 22.5%
CWM
3291
Cranbrook Wealth Management
Michigan
$352M -$15.5M -4% 5.33% 37.9% 308 11.69%
ROC
3292
Running Oak Capital
Minnesota
$351M +$10.9M +3% 5.01% 36.5% 62 17.74%
GAM
3293
Gould Asset Management
California
$351M +$18.3M +6% 5.38% 37.6% 162 8.64%
PFM
3294
Patton Fund Management
Texas
$350M +$8.55M +3% 5.95% 188% 233 68.67%
CM
3295
CoreCommodity Management
Connecticut
$350M +$25.7M +8% 0.52% 74.3% 172 15.12%
ASI
3296
All-Stars Investment
Hong Kong
$350M -$10.1M -3% 4.98% 19.4% 4 25%
GCCM
3297
Green Court Capital Management
Hong Kong
$350M +$74.2M +27% 7.99% 26.9% 2 50%
DIM
3298
Delta Investment Management
California
$349M +$40.8M +13% 5.47% 58.1% 201 19.4%
PA
3299
Perennial Advisors
New York
$349M +$34.9M +11% 8.29% 113 22.12%
SCP
3300
Shorepoint Capital Partners
Massachusetts
$349M -$10.8M -3% 4.22% 142 17.61%