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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
HCM
3351
HMS Capital Management
Tennessee
$258M +$30.2M +13% 9.87% 130% 167 13.17%
GC
3352
GFG Capital
Florida
$257M +$24.2M +10% 11.2% 128% 107 24.3%
CBN
3353
Cadence Bank NA
Texas
$257M +$20.8M +9% 8.08% 33.3% 183 7.65%
FPIS
3354
Financial Planning & Information Services
Wisconsin
$257M +$18.8M +8% 5.61% 13% 65 21.54%
REMPR
3355
Roof Eidam Maycock Peralta (REMP)
California
$257M -$1.9M -0.7% 5.96% 55.5% 103 14.56%
IPW
3356
Inlet Private Wealth
Florida
$257M +$6.11M +2% 5.49% 100% 134 11.94%
CNBTD
3357
Citizens National Bank Trust Department
Mississippi
$257M +$22.5M +10% 9.65% 114% 119 3.36%
PG
3358
Patten Group
Tennessee
$256M +$23.9M +10% 8.39% 88.1% 215 8.84%
HCM
3359
Heathbridge Capital Management
Ontario, Canada
$256M -$37.2M -13% 8.5% 58.7% 28 14.29%
WRTC
3360
Wind River Trust Company
Wyoming
$256M +$20.5M +9% 6.98% 62.1% 11 9.09%
BRM
3361
Boston Research & Management
Massachusetts
$256M +$15M +6% 8.64% 53.8% 101 3.96%
JFGLC
3362
Johnson Financial Group LLC (Colorado)
Colorado
$256M -$20.5M -7% 6.28% 58.7% 27 14.81%
SIA
3363
Sovereign Investment Advisors
Arizona
$255M +$35.2M +16% 1.37% 43.7% 31 32.26%
FAN
3364
Financial Advisors Network
California
$255M +$10.1M +4% 4.34% 113 7.08%
RCA
3365
Rowland Carmichael Advisors
Arizona
$255M +$19.9M +8% 7.51% 39% 374 14.17%
WFA
3366
Wellspring Financial Advisors
Ohio
$255M +$13M +5% 7.23% 77.2% 91 5.49%
CBFP
3367
Cedar Brook Financial Partners
Ohio
$255M +$30.4M +14% 9.17% 47% 310 14.84%
SAG
3368
Spotlight Asset Group
Illinois
$255M +$15.9M +7% 7.34% 174 32.18%
TC
3369
TAP Consulting
Missouri
$254M +$51.3M +25% 6.21% 3.08% 130 16.92%
S
3370
Surevest
California
$254M +$28.4M +13% 9.6% 24.6% 86 12.79%
MCCP
3371
Mission Creek Capital Partners
California
$254M +$63.3M +33% 8.04% 138% 207 21.74%
SPIO
3372
Seven Post Investment Office
California
$254M +$17.2M +7% 8.62% 52.6% 46 10.87%
DCC
3373
Dow Chemical Company
Michigan
$254M -$134M -35% 4.98% 29.4% 8 37.5%
WCM
3374
Weld Capital Management
New York
$254M -$1.46M -0.6% 6.97% 729 75.31%
C
3375
Certuity
Florida
$253M +$38.6M +18% 10.5% 190% 225 29.33%