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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
SNB
3501
Security National Bank
Nebraska
$181M +$23.7M +15% 10.6% 113% 68 11.76%
AAM
3502
Augustine Asset Management
Florida
$181M +$9.12M +5% 7.35% 344% 76 3.95%
II
3503
Ibex Investors
Colorado
$180M +$3.83M +2% 6.72% 4.48% 295 79.32%
PFA
3504
Pathway Financial Advisors
Vermont
$180M +$9.67M +6% 4.59% 48.4% 437 81.24%
HCM
3505
Highlander Capital Management
New Jersey
$180M +$2.43M +1% 4.88% 34.4% 797 8.03%
MFT
3506
Moisand Fitzgerald Tamayo
Florida
$180M +$7.68M +4% 4.05% 48.1% 311 7.07%
WCWM
3507
Willow Creek Wealth Management
California
$179M +$1.59M +0.9% 1.57% 36.5% 77 16.88%
PM
3508
Prosight Management
Texas
$179M +$42.9M +31% 7.6% 46.2% 43 53.49%
CAN
3509
Claraphi Advisory Network
United States
$179M +$24.2M +16% 8.09% 88.3% 304 27.3%
SC
3510
Schulhoff & Co
Ohio
$179M +$10.8M +6% 5.75% 42.7% 110 2.73%
DWM
3511
Darwin Wealth Management
Florida
$179M +$24.8M +16% 8.07% 56.8% 131 18.32%
BC
3512
Burleson & Co
California
$179M +$7.04M +4% 3.15% 49.1% 118 21.19%
HM
3513
Heronetta Management
New York
$179M +$3.34M +2% 1.94% 64.4% 35 17.14%
SPCP
3514
Snow Park Capital Partners
New York
$179M -$81.6M -31% 1.38% 78 66.67%
RIS
3515
Retirement Income Solutions
Michigan
$178M +$14.3M +9% 5.71% 53.7% 72 8.33%
SFC
3516
SYM Financial Corp
Indiana
$178M +$10.3M +6% 2.24% 43.3% 84 25%
FA
3517
Fortis Advisors
Pennsylvania
$178M +$3.92M +2% 4.18% 48.4% 343 19.24%
MCM
3518
Monument Capital Management
Virginia
$178M +$33.8M +23% 6.85% 160% 363 61.16%
AHC
3519
Anderson Hoagland & Co
Missouri
$178M -$1.34M -0.7% 8.1% 95.1% 102 16.67%
SIG
3520
Schaller Investment Group
North Carolina
$178M -$1.43M -0.8% 4.2% 21.9% 41 17.07%
TGM
3521
Tenzing Global Management
California
$178M -$1.52M -0.9% 1.52% 218% 16 31.25%
WAG
3522
Winthrop Advisory Group
Massachusetts
$178M +$25M +16% 6.14% 70.4% 90 13.33%
BCP
3523
Berkeley Capital Partners
Georgia
$178M +$6.57M +4% 2.26% 49.3% 124 12.1%
ECML
3524
Eagle Capital Management (Louisiana)
Louisiana
$177M +$18.9M +12% 9.75% 93.6% 38 0%
SHCM
3525
Silver Heights Capital Management
Ontario, Canada
$177M +$17.7M +11% 20.8% 6.93% 6 0%