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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
3301
Shelter Mutual Insurance
Missouri
$319M +$27.2M +9% 11.6% 46.6% 51 11.76%
HIM
3302
HawsGoodwin Investment Management
Tennessee
$319M +$37.4M +13% 9.1% 112 20.54%
PFBT
3303
Parkside Financial Bank & Trust
Missouri
$319M +$31.7M +11% 15.3% 63.3% 1,711 9.18%
OQS
3304
Occudo Quantitative Strategies
Florida
$319M 31.9% 67.4% 629
SAM
3305
Synergy Asset Management
Washington
$318M 15.5% 97.3% 73
CF
3306
CNA Financial
Illinois
$318M +$45.8M +17% 23.2% 50.5% 212 24.06%
AW
3307
Avion Wealth
Texas
$318M +$20.6M +7% 7.46% 36% 384 26.82%
SIM
3308
Stratos Investment Management
Ohio
$318M +$42.5M +15% 10.5% 48.5% 113 2.65%
MCM
3309
Monarch Capital Management
Indiana
$318M +$30M +10% 12.4% 65% 104 4.81%
CFSG
3310
Community Financial Services Group
Vermont
$318M +$46.9M +17% 14.8% 90 4.44%
HPIA
3311
Hamilton Point Investment Advisors
North Carolina
$317M +$33.6M +12% 13.1% 79.3% 73 4.11%
IAA
3312
Ironsides Asset Advisors
North Carolina
$317M +$1.32M +0.4% 7.31% 45.2% 89 24.72%
NVCHI
3313
New Vernon Capital Holdings II
New Jersey
$317M +$44.6M +16% 18.7% 78.2% 58 58.62%
WCMN
3314
Westchester Capital Management (Nebraska)
Nebraska
$317M +$35M +12% 13.8% 107% 56 23.21%
SIG
3315
Sargent Investment Group
Maryland
$317M +$41.8M +15% 24.2% 105% 199 22.11%
RWMH
3316
Riverpoint Wealth Management Holdings
Illinois
$317M +$41.3M +15% 14.6% 53.6% 82 8.54%
CM
3317
Cornerstone Management
Georgia
$316M +$12.3M +4% 8.55% 40% 49 12.24%
RCA
3318
Rowland Carmichael Advisors
Arizona
$316M +$60.9M +24% 12.7% 39% 395 16.2%
RCM
3319
Requisite Capital Management
Texas
$316M +$30.6M +11% 21% 31.7% 83 42.17%
OCM
3320
Ovata Capital Management
Hong Kong
$316M +$35.2M +13% 7.31% 69.1% 87 64.37%
SRAM
3321
Spouting Rock Asset Management
Pennsylvania
$316M +$107M +51% 24% 74.7% 209 53.11%
BRC
3322
Bishop Rock Capital
New York
$316M +$18.4M +6% 8.67% 35.4% 29 24.14%
SNB
3323
Security National Bank
Nebraska
$315M +$27.8M +10% 14% 113% 75 8%
SIC
3324
SFE Investment Counsel
California
$315M +$63.9M +25% 22.7% 78.2% 116 11.21%
ECM
3325
EagleClaw Capital Management
Massachusetts
$314M +$29M +10% 15.2% 96.5% 134 11.19%