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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
CAMV
3401
Concord Asset Management (Virginia)
Virginia
$443M +$39.3M +10% 4.63% 64.7% 134 8.96%
UAG
3402
United Advisor Group
Ohio
$443M +$121M +38% 5.72% 359 32.31%
ISWM
3403
Independent Solutions Wealth Management
New York
$442M +$5.92M +1% 6.06% 111% 176 11.36%
CCB
3404
Cutter & Co Brokerage
Missouri
$442M +$29.5M +7% 5.67% 40.4% 229 14.41%
NIC
3405
Northwest Investment Counselors
Oregon
$442M +$42.4M +11% 8.13% 32.4% 625 76.96%
IR
3406
IAT Reinsurance
New York
$442M -$32.3M -7% 1.9% 22.4% 75 9.33%
TWP
3407
Tyche Wealth Partners
Texas
$442M +$30.8M +7% 6.59% 294 8.16%
ETS
3408
ESL Trust Services
New York
$442M +$30.9M +8% 7.32% 41.6% 266 15.41%
TCM
3409
Towneley Capital Management
California
$442M +$15.2M +4% 5.41% 39 0%
RA
3410
Riversedge Advisors
Delaware
$441M +$30.8M +8% 6.17% 60.4% 103 13.59%
FNBOMD
3411
First National Bank of Mount Dora
Florida
$441M +$26M +6% 7.9% 84.5% 141 7.09%
LRIA
3412
Leonard Rickey Investment Advisors
Washington
$441M +$23.3M +6% 5.23% 55.9% 116 11.21%
SC
3413
Steginsky Capital
New York
$441M +$5.3M +1% 1.39% 115% 7 0%
AACP
3414
Advantage Alpha Capital Partners
California
$439M -$18.9M -4% 12% 79.2% 197 37.56%
GMF
3415
Grace & Mercy Foundation
New York
$439M -$2.74M -0.6% 1.27% 95.8% 19 0%
SCP
3416
Shorepoint Capital Partners
Massachusetts
$439M +$13.1M +3% 5.33% 103 4.85%
DIGDR
3417
Dynamo Internacional Gestao de Recursos
Brazil
$439M -$136M -24% 9.48% 67.3% 11 27.27%
VCM
3418
Versant Capital Management
Arizona
$439M +$43.3M +11% 7.21% 82.4% 2,103 11.75%
CWM
3419
Cranbrook Wealth Management
Michigan
$438M +$31.9M +8% 6.52% 37.9% 382 19.9%
BEP
3420
Bluescape Energy Partners
Texas
$438M +$19M +5% 9.43% 51.1% 5 0%
RIS
3421
Retirement Income Solutions
Michigan
$438M +$23.8M +6% 5.58% 53.7% 149 7.38%
CS
3422
Cisco Systems
California
$437M -$37.3M -8% 5.54% 212% 4 25%
PPC
3423
Park Presidio Capital
California
$437M +$28.1M +7% 9.5% 96.1% 11 9.09%
KC
3424
Kingfisher Capital
North Carolina
$437M +$9.16M +2% 9.14% 58.5% 176 6.25%
UW
3425
Unique Wealth
Florida
$437M +$55M +14% 5.28% 63.3% 124 27.42%