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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
KIG
3326
Kowal Investment Group
Wisconsin
$353M +$17.8M +5% 4.88% 21.1% 171 19.88%
WFPG
3327
Waller Financial Planning Group
Ohio
$353M +$8.15M +2% 4.57% 40.9% 59 15.25%
JWM
3328
Janiczek Wealth Management
Colorado
$353M -$2.57M -0.7% 4.49% 16.4% 1,085 12.72%
SAS
3329
Sage Advisory Services
Texas
$353M +$10.7M +3% 3.46% 33.9% 51 19.61%
PS
3330
Presima Securities
Quebec, Canada
$353M +$5.71M +2% 1.29% 10.3% 47 0%
CWP
3331
Concord Wealth Partners
Virginia
$352M +$19.9M +6% 4.63% 66% 1,275 24.39%
HWM
3332
HFR Wealth Management
New York
$352M +$7.64M +2% 3.24% 47.5% 64 6.25%
NCM
3333
Nelson Capital Management
California
$352M +$11.4M +3% 8.61% 121% 93 7.53%
WIS
3334
Wright Investors Service
Connecticut
$352M +$2.99M +0.9% 6.21% 146% 160 22.5%
CWM
3335
Cranbrook Wealth Management
Michigan
$352M -$15.5M -4% 5.33% 48.8% 308 11.69%
ROC
3336
Running Oak Capital
Minnesota
$351M +$10.9M +3% 5.01% 32.7% 62 17.74%
GAM
3337
Gould Asset Management
California
$351M +$18.3M +6% 5.38% 42.8% 162 8.64%
PFM
3338
Patton Fund Management
Texas
$350M +$8.55M +3% 5.95% 188% 233 68.67%
CM
3339
CoreCommodity Management
Connecticut
$350M +$25.7M +8% 0.52% 65.8% 172 15.12%
ASI
3340
All-Stars Investment
Hong Kong
$350M -$10.1M -3% 4.98% 41.7% 4 25%
GCCM
3341
Green Court Capital Management
Hong Kong
$350M +$74.2M +27% 7.99% 33.4% 2 50%
DIM
3342
Delta Investment Management
California
$349M +$40.8M +13% 5.47% 65.8% 201 19.4%
PA
3343
Perennial Advisors
New York
$349M +$34.9M +11% 8.29% 113 22.12%
SCP
3344
Shorepoint Capital Partners
Massachusetts
$349M -$10.8M -3% 4.22% 142 17.61%
SAM
3345
Sycomore Asset Management
France
$349M -$13.3M -4% 18.4% 151% 112 34.82%
AFIA
3346
America First Investment Advisors
Nebraska
$349M +$10.2M +3% 4.09% 78.2% 113 29.2%
HA
3347
Harfst & Associates
Wyoming
$349M +$1.95M +0.6% 2.39% 82.5% 104 9.62%
GG
3348
Gleason Group
Kentucky
$348M +$29.6M +9% 5.99% 64% 237 7.59%
BSWM
3349
Boston Standard Wealth Management
Massachusetts
$348M +$11.4M +3% 5.01% 42.9% 40 0%
JSA
3350
Jacobson & Schmitt Advisors
Wisconsin
$348M +$35.5M +11% 10.4% 70.3% 66 21.21%