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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
MCB
3851
Morton Community Bank
Illinois
$348M +$41.6M +14% 8.46% 115 10.43%
DBIA
3852
Dumont & Blake Investment Advisors
New Jersey
$347M +$24.2M +7% 8.16% 78.3% 212 11.32%
HFS
3853
Haverford Financial Services
Pennsylvania
$347M +$13.6M +4% 6.26% 57.9% 42 7.14%
HW
3854
Hedeker Wealth
Illinois
$347M +$30.5M +10% 10.8% 141% 94 11.7%
MCM
3855
Monument Capital Management
Virginia
$347M +$36.3M +12% 16.7% 160% 201 18.91%
GF
3856
Genworth Financial
Virginia
$346M +$30.2M +10% 9.64% 64% 4 50%
GDS
3857
Gimbel Daniel Scott
$346M +$2.52M +0.7% 0.74% 57.1% 2 0%
MHR
3858
Matthew Hamilton Rosenberg
$346M +$21M +6% 5.96% 48.3% 939 11.5%
MCG
3859
McCollum Christoferson Group
New York
$346M +$15.2M +5% 7.74% 47.8% 68 10.29%
RWM
3860
Rezny Wealth Management
Florida
$346M +$31.7M +10% 9.75% 91.9% 25 32%
AR
3861
Apeiron RIA
Texas
$345M +$24.7M +8% 7.04% 63.7% 218 13.76%
WMG
3862
WESCAP Management Group
California
$345M +$34.8M +11% 5.91% 45.7% 94 5.32%
SCA
3863
Sage Capital Advisors
South Dakota
$345M +$35.5M +11% 9.33% 89.4% 141 15.6%
WRPWM
3864
Werba Rubin Papier Wealth Management
California
$345M +$50.3M +17% 6.69% 67% 157 25.48%
SWM
3865
Shakespeare Wealth Management
Wisconsin
$345M +$21.5M +7% 5.62% 49.6% 89 8.99%
EWM
3866
Essex Woodlands Management
Texas
$345M -$59.3M -15% 10.3% 55% 7 0%
KSCM
3867
King Street Capital Management
New York
$345M +$274M +386% 1.41% 140% 10 40%
HF
3868
Halpern Financial
Virginia
$344M +$22.4M +7% 7.58% 26.3% 251 16.73%
MC
3869
Muhlenkamp & Co
Pennsylvania
$344M +$38.6M +13% 8.73% 107% 29 0%
CCA
3870
Childress Capital Advisors
Texas
$344M +$8.98M +3% 11.9% 101% 219 14.16%
RCP
3871
Rothschild Capital Partners
New York
$344M +$26.8M +8% 8.53% 90.8% 45 17.78%
ESB
3872
Essex Savings Bank
Connecticut
$344M +$226K +0.1% 8.68% 84.5% 264 0%
ROTUOC
3873
Regents of the University of California
California
$344M -$452M -57% 15% 86.1% 29 17.24%
SCA
3874
Stokes Capital Advisors
South Carolina
$344M +$27.9M +9% 6.7% 54.5% 76 3.95%
CW
3875
CIC Wealth
Maryland
$344M +$28.3M +9% 9.92% 169 10.06%