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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
DI
3501
Diligent Investors
California
$324M +$17.7M +6% 6.61% 71.9% 291 4.81%
SIC
3502
SFE Investment Counsel
California
$323M +$1.99M +0.6% 9.74% 105% 114 4.39%
ICM
3503
Indaba Capital Management
California
$323M -$194M -37% 11.2% 66.7% 33 42.42%
WC
3504
Waterloo Capital
Texas
$323M 5.02% 79.8% 200
RPWA
3505
Regent Peak Wealth Advisors
Georgia
$323M +$18.1M +6% 8.56% 173 16.18%
EDRIA
3506
Edmonds Duncan Registered Investment Advisors
Kansas
$323M +$16.5M +5% 5.33% 12.8% 151 18.54%
LSA
3507
Lion Street Advisors
Texas
$323M +$132M +69% 4.55% 38% 271 58.3%
BRA
3508
Bender Robert & Associates
California
$323M +$55.5M +21% 24.7% 116% 57 19.3%
AIA
3509
Allied Investment Advisors
Montana
$323M +$2.97M +0.9% 0.14% 60.6% 58 1.72%
KMC
3510
Kirr Marbach & Co
Indiana
$323M +$1.98M +0.6% 6.84% 135% 50 16%
BHPW
3511
Beverly Hills Private Wealth
California
$323M +$93.6M +41% 5.64% 80% 290 23.45%
BW
3512
Bison Wealth
Georgia
$322M +$9.28M +3% 6.55% 37.4% 281 12.46%
PT
3513
Plimoth Trust
Massachusetts
$322M +$12.2M +4% 7.17% 94% 163 3.07%
P
3514
Paradiem
Louisiana
$322M +$51.5M +19% 9.33% 107% 103 11.65%
HEIP
3515
Hudson Edge Investment Partners
New Jersey
$322M +$29M +10% 0.64% 68.8% 133 4.51%
AFG
3516
American Financial Group
Ohio
$322M +$22.7M +8% 2.03% 32.5% 96 6.25%
WPA
3517
West Paces Advisors
Georgia
$322M +$7.63M +2% 4.06% 53.2% 587 14.65%
BWA
3518
Burt Wealth Advisors
Maryland
$322M +$23.2M +8% 3.18% 57.3% 107 3.74%
MMPW
3519
Mitchell McLeod Pugh & Williams
Alabama
$322M +$26.1M +9% 6.65% 90.7% 260 6.54%
ACA
3520
Affinity Capital Advisors
California
$321M +$29.6M +10% 9.45% 62% 127 15.75%
EFG
3521
Ethos Financial Group
Pennsylvania
$321M +$26M +9% 3.23% 63% 205 34.63%
CCB
3522
Cutter & Co Brokerage
Missouri
$321M +$25.1M +8% 6.19% 40.4% 232 12.93%
PFA
3523
Pettinga Financial Advisors
Indiana
$321M +$14M +5% 6.85% 71.8% 114 25.44%
LBA
3524
Lowell Blake & Associates
Massachusetts
$321M +$21.2M +7% 13.3% 44.2% 59 6.78%
AFFA
3525
ALM First Financial Advisors
Texas
$321M +$8.03M +3% 1.41% 43.5% 16 0%