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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
SL
3301
SWF LLC
Nebraska
$243M -$4.43M -2% 1.74% 87.4% 2 0%
LS
3302
Leelyn Smith
Illinois
$243M +$55.2M +29% 16.1% 77.3% 439 34.4%
BFA
3303
Benedict Financial Advisors
Georgia
$242M +$30.1M +14% 13.9% 62% 103 10.68%
WGRM
3304
Waterton Global Resource Management
Ontario, Canada
$242M +$110M +83% 68.1% 21% 6 33.33%
WFA
3305
Wellspring Financial Advisors
Ohio
$242M +$34.9M +17% 19.3% 77.2% 98 19.39%
SNB
3306
Security National Bank
Nebraska
$242M +$51.7M +27% 25.9% 113% 69 8.7%
HT
3307
Hefren-Tillotson
Pennsylvania
$242M -$13.2M -5% 20.5% 40% 16 31.25%
BBP
3308
Banco BTG Pactual
Brazil
$242M +$146M +151% 40.3% 134% 107 69.16%
FPTW
3309
Franklin, Parlapiano, Turner & Welch
Texas
$242M +$24.2M +11% 14.9% 41.6% 47 14.89%
GM
3310
GeoWealth Management
Illinois
$242M +$100M +71% 11.4% 58% 172 59.88%
MFW
3311
Mosaic Family Wealth
Missouri
$242M +$44.6M +23% 21.2% 85.2% 149 16.78%
GSBTD
3312
Glenview State Bank Trust Department
Illinois
$242M +$33.9M +16% 17.7% 76.6% 111 11.71%
GDP
3313
Great Diamond Partners
Maine
$242M +$47.3M +24% 20.7% 78.6% 155 23.87%
HC
3314
HNP Capital
New York
$241M -$433M -64% 15.7% 52.4% 319 79%
SIS
3315
Susquehanna International Securities
Ireland
$241M -$5.61M -2% 9.8% 2.8% 112 58.93%
WAM
3316
Wilsey Asset Management
California
$241M +$45.8M +23% 19.6% 55% 25 28%
SIAP
3317
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241M +$52M +27% 25.6% 97.5% 460 11.09%
BRM
3318
Boston Research & Management
Massachusetts
$241M +$41.5M +21% 19% 53.8% 98 7.14%
OCM
3319
Oakwood Capital Management
California
$240M +$51.2M +27% 20.4% 72.7% 58 25.86%
TFS
3320
Thoroughbred Financial Services
Tennessee
$240M -$40.4M -14% 24.3% 166% 270 29.63%
OBWP
3321
O'Brien Wealth Partners
Massachusetts
$240M +$62.1M +35% 18.7% 56.7% 36 36.11%
RAM
3322
Redmond Asset Management
Virginia
$240M +$39.1M +19% 29.4% 61.5% 169 10.06%
IMRF
3323
Illinois Municipal Retirement Fund
Illinois
$240M +$38.8M +19% 18.7% 104% 276 49.28%
MIM
3324
Martin Investment Management
Florida
$240M +$42.5M +22% 19.7% 44.7% 47 21.28%
LI
3325
Lafayette Investments
Maryland
$240M +$31.8M +15% 13.2% 77.9% 84 13.1%