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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
CICI
3351
Capital Investment Counsel Inc
North Carolina
$323M -$18M -5% 14.1% 153% 195 14.36%
TFS
3352
Thoroughbred Financial Services
Tennessee
$323M +$56.6M +21% 12.5% 166% 252 16.67%
CIM
3353
Contravisory Investment Management
Massachusetts
$322M +$28.8M +10% 13.4% 129% 285 26.67%
RTS
3354
Round Table Services
New Jersey
$322M +$94.9M +42% 19.6% 16.1% 99 23.23%
MC
3355
Matisse Capital
Oregon
$322M +$72.4M +29% 18.1% 66.9% 170 21.76%
LAM
3356
LifePro Asset Management
California
$322M +$127M +65% 20.2% 49% 90 71.11%
CAIMH
3357
Central Asset Investments & Management Holdings
Hong Kong
$322M +$104M +47% 50.3% 3,210% 70 54.29%
SCM
3358
Shah Capital Management
North Carolina
$322M +$131M +69% 207% 242% 8 12.5%
SW
3359
SkyOak Wealth
Michigan
$322M +$43.4M +16% 16.3% 73.4% 234 20.51%
KBFS
3360
Kohmann Bosshard Financial Services
Ohio
$321M +$45M +16% 11.5% 42.8% 107 12.15%
SGCM
3361
Sand Grove Capital Management
United Kingdom
$321M +$132M +70% 38.3% 410% 15 93.33%
CWM
3362
Centric Wealth Management
Illinois
$321M +$188M +141% 19.2% 44.4% 241 64.32%
WFPG
3363
Waller Financial Planning Group
Ohio
$321M +$47.9M +18% 14.2% 40.9% 46 2.17%
OLA
3364
Oliver Luxxe Assets
New Jersey
$320M +$52M +19% 18.6% 137% 170 23.53%
ISWM
3365
Independent Solutions Wealth Management
New York
$320M +$58.2M +22% 15.4% 111% 185 17.84%
WF
3366
WoodTrust Financial
Wisconsin
$320M +$43.8M +16% 14.6% 71.9% 117 20.51%
PT
3367
Plimoth Trust
Massachusetts
$320M +$22M +7% 11% 94% 161 3.11%
LS
3368
Liquid Strategies
Georgia
$320M +$49.8M +18% 5.22% 46.8% 8 0%
PFG
3369
PAX Financial Group
Texas
$320M +$35M +12% 10.6% 56% 151 33.77%
BPCA
3370
Bank Pictet & Cie (Asia)
Singapore
$320M +$60.6M +23% 11% 30.4% 93 16.13%
SL
3371
SWF LLC
Nebraska
$320M +$33.5M +12% 10.7% 87.4% 3 33.33%
KMC
3372
Kirr Marbach & Co
Indiana
$319M +$50.2M +19% 24.7% 135% 58 15.52%
TC
3373
Tetrad Corporation
Nebraska
$319M +$30.5M +11% 14.3% 50.4% 4 25%
SMI
3374
Shelter Mutual Insurance
Missouri
$319M +$27.2M +9% 11.6% 51.2% 51 11.76%
HIM
3375
HawsGoodwin Investment Management
Tennessee
$319M +$37.4M +13% 9.1% 112 20.54%