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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
SIC
3401
SFE Investment Counsel
California
$323M +$1.99M +0.6% 114
WC
3402
Waterloo Capital
Texas
$323M 200
RPWA
3403
Regent Peak Wealth Advisors
Georgia
$323M +$18.1M +6% 173
EDRIA
3404
Edmonds Duncan Registered Investment Advisors
Kansas
$323M +$16.5M +5% 151
LSA
3405
Lion Street Advisors
Texas
$323M +$132M +69% 271
BRA
3406
Bender Robert & Associates
California
$323M +$55.5M +21% 57
AIA
3407
Allied Investment Advisors
Montana
$323M +$2.97M +0.9% 58
KMC
3408
Kirr Marbach & Co
Indiana
$323M +$1.98M +0.6% 50
BHPW
3409
Beverly Hills Private Wealth
California
$323M +$93.6M +41% 289
PT
3410
Plimoth Trust
Massachusetts
$322M +$12.2M +4% 163
BW
3411
Bison Wealth
Georgia
$322M +$9.27M +3% 277
P
3412
Paradiem
Louisiana
$322M +$51.5M +19% 103
HEIP
3413
Hudson Edge Investment Partners
New Jersey
$322M +$29M +10% 133
AFG
3414
American Financial Group
Ohio
$322M +$22.7M +8% 97
WPA
3415
West Paces Advisors
Georgia
$322M +$7.63M +2% 595
BWA
3416
Burt Wealth Advisors
Maryland
$322M +$23.2M +8% 107
MMPW
3417
Mitchell McLeod Pugh & Williams
Alabama
$322M +$26.1M +9% 260
ACA
3418
Affinity Capital Advisors
California
$321M +$29.6M +10% 127
EFG
3419
Ethos Financial Group
Pennsylvania
$321M +$26M +9% 205
CCB
3420
Cutter & Co Brokerage
Missouri
$321M +$25.1M +8% 232
PFA
3421
Pettinga Financial Advisors
Indiana
$321M +$14M +5% 114
LBA
3422
Lowell Blake & Associates
Massachusetts
$321M +$21.2M +7% 59
AFFA
3423
ALM First Financial Advisors
Texas
$321M +$8.03M +3% 16
QPWM
3424
Quadrant Private Wealth Management
Pennsylvania
$321M +$22.5M +8% 267
ASP
3425
Adams Street Partners
Illinois
$321M +$20.8M +7% 20