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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
SMI
3276
Shelter Mutual Insurance
Missouri
$358M -$53.1M -13% 2.57% 46.6% 67 10.45%
TC
3277
Teilinger Capital
Texas
$358M +$35.2M +11% 0.95% 35.7% 55 52.73%
NIC
3278
Northwest Investment Counselors
Oregon
$358M -$16M -4% 3.9% 32.4% 614 17.43%
PEGL
3279
P/E Global LLC
Massachusetts
$358M -$9.82M -3% 3.99% 40.8% 1 0%
SIM
3280
Studio Investment Management
Illinois
$358M +$711K +0.2% 3.03% 41% 246 15.45%
TP
3281
TenCore Partners
New York
$358M -$49M -12% 1.77% 64.8% 16 12.5%
GFG
3282
GR Financial Group
Arizona
$358M +$35.9M +11% 4.01% 55.7% 14 7.14%
CWM
3283
CMH Wealth Management
New Hampshire
$358M -$14.1M -4% 3.08% 76.6% 49 18.37%
SAS
3284
Sage Advisory Services
Texas
$357M +$14.5M +4% 3.41% 33.9% 49 10.2%
RIS
3285
Retirement Income Solutions
Michigan
$357M -$16.2M -4% 3.66% 53.7% 144 13.89%
GWMIA
3286
Global Wealth Management Investment Advisory
Florida
$357M -$7.14M -2% 2.53% 67.5% 508 10.83%
CC
3287
Cederberg Capital
United Kingdom
$357M +$128M +56% 26.4% 103% 6 33.33%
MIP
3288
Marietta Investment Partners
Wisconsin
$357M -$28.9M -7% 3.27% 125% 169 7.1%
PCWA
3289
Pacific Capital Wealth Advisors
California
$357M -$37.7M -10% 4.19% 46.9% 70 11.43%
AAM
3290
AR Asset Management
California
$357M -$16.1M -4% 3.32% 59.5% 112 2.68%
SNB
3291
Security National Bank
Nebraska
$356M -$36.3M -9% 3.23% 113% 107 7.48%
HA
3292
Harfst & Associates
Wyoming
$356M -$19.4M -5% 3.27% 70.3% 93 5.38%
NQWM
3293
Northwest Quadrant Wealth Management
Oregon
$356M -$5.59M -2% 3.18% 36.7% 61 11.48%
TFF
3294
The Family Firm
Maryland
$356M -$22.2M -6% 3.24% 40.2% 184 5.43%
EDRIA
3295
Edmonds Duncan Registered Investment Advisors
Kansas
$356M +$23.4M +7% 3.77% 12.8% 143 9.79%
SRC
3296
Sage Rhino Capital
California
$356M -$3.04M -0.8% 2.76% 71.6% 237 10.55%
EL
3297
Essex LLC
Illinois
$356M -$3.01M -0.8% 2.93% 89.1% 167 14.97%
SL
3298
Systelligence LLC
Minnesota
$356M +$39.5M +12% 2.73% 57.3% 56 53.57%
IGWM
3299
ICA Group Wealth Management
Colorado
$356M -$43.1M -11% 3.58% 1,335 82.4%
AAA
3300
Affinity Asset Advisors
New York
$356M +$69.2M +24% 4.84% 1,280% 101 52.48%