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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
HGWM
3526
Horst & Graben Wealth Management
Oregon
$318M +$27.6M +10% 2.97% 55.1% 134 19.4%
CIM
3527
CIM Investment Management
Pennsylvania
$318M +$9.67M +3% 7.51% 88.6% 336 26.49%
TPCM
3528
Three Peaks Capital Management
Colorado
$317M +$5.44M +2% 8.91% 84.5% 145 31.72%
NAMM
3529
NorthStar Asset Management (Massachusetts)
Massachusetts
$317M 3.62% 66.3% 70
CBN
3530
Cadence Bank NA
Texas
$317M +$33.8M +12% 8.37% 33.3% 210 10%
AC
3531
Apella Capital
Connecticut
$317M +$32.2M +11% 3.63% 44.5% 130 4.62%
SHCM
3532
Shelter Haven Capital Management
New Jersey
$317M +$32.6M +11% 15.1% 23 78.26%
IPGDR
3533
Investidor Profissional Gestao de Recursos
Brazil
$317M +$7.94M +3% 3.52% 51.8% 22 27.27%
B
3534
Bridgeworth
Alabama
$317M +$15M +5% 7.34% 19.3% 134 11.19%
ETS
3535
ESL Trust Services
New York
$317M +$44.5M +16% 6.29% 53.9% 24 8.33%
MDCM
3536
Morgan Dempsey Capital Management
Wisconsin
$317M +$70.5M +29% 9.12% 52.1% 107 7.48%
JBA
3537
Johnson Bixby & Associates
Washington
$316M +$14.1M +5% 3.78% 44.1% 81 8.64%
SIM
3538
Stratos Investment Management
Ohio
$316M -$1.68M -0.5% 5.18% 58.2% 122 8.2%
LAM
3539
LifePro Asset Management
California
$316M -$5.91M -2% 5.67% 49% 94 20.21%
IA
3540
Insight Advisors
Pennsylvania
$316M +$51.5M +19% 5.13% 66.7% 350 28.86%
RHFI
3541
Reilly Herbert Faulkner III
$316M +$12.1M +4% 2.63% 80.6% 56 5.36%
NI
3542
Nepsis Inc
Minnesota
$316M +$40.7M +15% 9.77% 116% 32 6.25%
SSA
3543
South Street Advisors
New York
$315M -$156M -33% 6.12% 169% 64 51.56%
AGFVA
3544
Accel Growth Fund V Associates
California
$315M +$140M +80% 11.3% 1.17% 2 100%
BCM
3545
BHZ Capital Management
California
$315M +$19.4M +7% 29.2% 3.24% 151 18.54%
BSG
3546
Black Swift Group
Colorado
$315M +$163M +108% 8.6% 139% 266 59.02%
GG
3547
GenWealth Group
New Jersey
$315M +$13.1M +4% 1.73% 67.8% 74 16.22%
WPC
3548
White Pine Capital
Minnesota
$315M +$32.1M +11% 13.7% 143% 246 13.41%
CCT
3549
Capital City Trust
Florida
$314M +$28.1M +10% 3.81% 86.1% 119 3.36%
DIM
3550
Delta Investment Management
California
$314M +$2.86M +0.9% 8.68% 65.8% 206 32.04%