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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
HGWM
3301
Horst & Graben Wealth Management
Oregon
$258M +$29.8M +13% 6.71% 55.1% 112 16.96%
HCM
3302
HMS Capital Management
Tennessee
$258M +$30.2M +13% 9.87% 130% 167 13.17%
GC
3303
GFG Capital
Florida
$257M +$24.2M +10% 11.2% 128% 107 24.3%
CBN
3304
Cadence Bank NA
Texas
$257M +$20.8M +9% 8.08% 33.3% 183 7.65%
FPIS
3305
Financial Planning & Information Services
Wisconsin
$257M +$18.8M +8% 5.61% 13% 65 21.54%
REMPR
3306
Roof Eidam Maycock Peralta (REMP)
California
$257M -$1.9M -0.7% 5.96% 55.5% 103 14.56%
IPW
3307
Inlet Private Wealth
Florida
$257M +$6.11M +2% 5.49% 77.6% 134 11.94%
CNBTD
3308
Citizens National Bank Trust Department
Mississippi
$257M +$22.5M +10% 9.65% 114% 119 3.36%
PG
3309
Patten Group
Tennessee
$256M +$23.9M +10% 8.39% 71.1% 215 8.84%
HCM
3310
Heathbridge Capital Management
Ontario, Canada
$256M -$37.2M -13% 8.5% 58.7% 28 14.29%
BRM
3311
Boston Research & Management
Massachusetts
$256M +$15M +6% 8.64% 48.2% 101 3.96%
JFGLC
3312
Johnson Financial Group LLC (Colorado)
Colorado
$256M -$20.5M -7% 6.28% 45.4% 27 14.81%
SIA
3313
Sovereign Investment Advisors
Arizona
$255M +$35.2M +16% 1.37% 34.5% 31 32.26%
FAN
3314
Financial Advisors Network
California
$255M +$10.1M +4% 4.34% 113 7.08%
RCA
3315
Rowland Carmichael Advisors
Arizona
$255M +$19.9M +8% 7.51% 39% 374 14.17%
WFA
3316
Wellspring Financial Advisors
Ohio
$255M +$13M +5% 7.23% 77.2% 91 5.49%
CBFP
3317
Cedar Brook Financial Partners
Ohio
$255M +$30.4M +14% 9.17% 47% 310 14.84%
SAG
3318
Spotlight Asset Group
Illinois
$255M +$15.9M +7% 7.34% 174 32.18%
TC
3319
TAP Consulting
Missouri
$254M +$51.3M +25% 6.21% 3.08% 130 16.92%
S
3320
Surevest
California
$254M +$28.4M +13% 9.6% 24.6% 86 12.79%
MCCP
3321
Mission Creek Capital Partners
California
$254M +$63.3M +33% 8.04% 121% 207 21.74%
SPIO
3322
Seven Post Investment Office
California
$254M +$17.2M +7% 8.62% 52.6% 46 10.87%
DCC
3323
Dow Chemical Company
Michigan
$254M -$134M -35% 4.98% 39% 8 37.5%
WCM
3324
Weld Capital Management
New York
$254M -$1.46M -0.6% 6.97% 729 75.31%
C
3325
Certuity
Florida
$253M +$38.6M +18% 10.5% 190% 225 29.33%