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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
RIG
3276
Renaissance Investment Group
Massachusetts
$480M +$20.7M +4% 7.15% 99.6% 89 10.11%
SIC
3277
SFE Investment Counsel
California
$480M +$29.2M +6% 7.11% 105% 121 5.79%
CCM
3278
Callodine Capital Management
Massachusetts
$480M +$50.9M +12% 8.77% 53.8% 52 34.62%
JHCP
3279
Jackson Hole Capital Partners
Oklahoma
$480M +$18.9M +4% 5.75% 71.4% 280 6.07%
CM
3280
Cornerstone Management
Georgia
$479M +$24.4M +5% 5.2% 40% 55 5.45%
MMPW
3281
Mitchell McLeod Pugh & Williams
Alabama
$479M +$41.1M +9% 7.55% 90.7% 274 5.84%
PWM
3282
PBMares Wealth Management
Virginia
$479M +$71.3M +18% 6.44% 67.7% 203 10.34%
RCM
3283
Requisite Capital Management
Texas
$478M +$36.7M +8% 3.71% 41% 93 30.11%
FMN
3284
Financial Management Network
California
$478M +$61.5M +15% 6.21% 57.4% 177 18.64%
TCA
3285
Trifecta Capital Advisors
Illinois
$478M +$26.1M +6% 4.89% 132% 422 3.79%
CP
3286
Centerbridge Partners
New York
$478M -$27.3M -5% 0.52% 15.9% 9 0%
IA
3287
Icon Advisers
Colorado
$477M +$33.3M +7% 7.01% 114% 196 27.04%
KAH
3288
Kathryn A. Hall
$477M +$44.4M +10% 5.28% 95.2% 50 6%
TCM
3289
Twele Capital Management
Minnesota
$476M +$35.3M +8% 6% 34.9% 40 2.5%
FA
3290
Fountainhead AM
New Jersey
$476M +$55.4M +13% 6.06% 65.6% 158 16.46%
WAAG
3291
Wealth Alliance Advisory Group
Kansas
$476M +$32.2M +7% 5.99% 66.9% 213 19.25%
IF
3292
Ironwood Financial
Arizona
$476M +$29.9M +7% 5.56% 48.8% 157 10.83%
SIM
3293
Studio Investment Management
Illinois
$476M +$36.3M +8% 6.89% 47.2% 330 19.39%
HBCM
3294
Heron Bay Capital Management
Michigan
$475M +$5.89M +1% 7.82% 58.9% 118 31.36%
CNBTD
3295
Citizens National Bank Trust Department
Mississippi
$475M +$26.2M +6% 7.29% 114% 349 2.29%
TPW
3296
Talon Private Wealth
Florida
$475M 4.28% 297
CTAF
3297
Call To Action Foundation
Utah
$475M +$20.7M +5% 5.51% 1 0%
VM
3298
Valor Management
Illinois
$475M +$19.9M +4% 30.2% 14.5% 7 57.14%
VCMC
3299
VY Capital Management Company
United Arab Emirates
$474M 3.18% 1
LI
3300
Lafayette Investments
Maryland
$474M +$34.5M +8% 10.1% 77.9% 147 4.08%