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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
CIA
3776
Capital Impact Advisors
Massachusetts
$447M +$115M +35% 22.1% 37 37.84%
BF
3777
Brooklyn FI
New York
$446M +$56M +14% 7.28% 54.7% 80 5%
SMI
3778
Shelter Mutual Insurance
Missouri
$446M +$14.6M +3% 4.63% 51.2% 58 0%
PIM
3779
Paradice Investment Management
Colorado
$446M -$46.4M -9% 2.97% 77.6% 37 48.65%
KAM
3780
KEB Asset Management
Illinois
$446M +$44.4M +11% 8.03% 68.9% 95 7.37%
CIP
3781
Convergence Investment Partners
Florida
$446M +$51.1M +13% 15.5% 284% 299 38.46%
HC
3782
Hourglass Capital
Texas
$445M +$40.8M +10% 9.65% 89.6% 109 5.5%
FVCM
3783
F&V Capital Management
Florida
$445M +$54M +14% 12.5% 107% 56 7.14%
TCM
3784
Tradewinds Capital Management
Washington
$445M +$47.4M +12% 7.44% 85.2% 719 15.99%
BIG
3785
Builder Investment Group
Georgia
$445M +$40.5M +10% 12.2% 153% 105 5.71%
IA
3786
IAM Advisory
Pennsylvania
$445M +$28.1M +7% 6.41% 74.5% 108 15.74%
NL
3787
NVWM LLC
Pennsylvania
$445M +$30.4M +7% 8.21% 107% 724 11.74%
AR
3788
Apeiron RIA
Texas
$445M +$56.2M +14% 7.16% 63.7% 228 18.42%
KHCM
3789
Kettle Hill Capital Management
New York
$444M +$12.4M +3% 8.91% 37.4% 52 51.92%
FWM
3790
Fonville Wealth Management
Virginia
$444M +$49.6M +13% 6.26% 131 9.16%
WAS
3791
Winch Advisory Services
Wisconsin
$444M +$34.9M +9% 7.5% 80.8% 527 5.31%
ESB
3792
Essex Savings Bank
Connecticut
$444M +$24.4M +6% 7.94% 84.5% 321 7.17%
BWM
3793
BCS Wealth Management
Tennessee
$444M -$20.8M -4% 5.5% 46.7% 270 11.48%
WWG
3794
West Wealth Group
California
$444M +$41.4M +10% 8.41% 71.2% 127 15.75%
KCM
3795
Kendall Capital Management
Maryland
$444M +$65.4M +17% 10% 120% 237 7.17%
IPW
3796
Inlet Private Wealth
Florida
$443M +$36.2M +9% 10.7% 100% 137 10.22%
AIC
3797
Archer Investment Corporation
Indiana
$443M +$23.6M +6% 6.28% 68.2% 1,254 9.57%
EPAM
3798
Evelyn Partners Asset Management
$443M +$48.4M +12% 7.19% 287 19.86%
MAM
3799
Mystic Asset Management
Rhode Island
$443M +$29.3M +7% 9.38% 102% 226 3.1%
BTWM
3800
Baker Tilly Wealth Management
Wisconsin
$443M +$163M +58% 7.93% 83.6% 281 18.86%