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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
SMI
3876
Shelter Mutual Insurance
Missouri
$448M +$2.39M +0.5% 1.03% 51.2% 58 0%
BMC
3877
Benin Management Corp
Connecticut
$448M +$25.4M +6% 3.52% 76.3% 145 11.03%
FNB
3878
Farmers National Bank
Kentucky
$448M +$26.4M +6% 2.98% 190 11.05%
HA
3879
Herold Advisors
New York
$447M +$16M +4% 3.79% 79.7% 260 9.62%
P8IP
3880
Pier 88 Investment Partners
California
$447M -$86.1M -16% 1.42% 36.1% 124 13.71%
RCP
3881
RIT Capital Partners
United Kingdom
$447M -$261M -37% 3.01% 71.4% 20 75%
EGA
3882
E&G Advisors
Texas
$447M +$17.5M +4% 4.21% 92.3% 238 7.56%
EFG
3883
Everest Financial Group
Minnesota
$447M 4.22% 89
TWG
3884
The Wealth Group
Minnesota
$447M +$14.7M +3% 2.18% 94 12.77%
FPW
3885
Fairvoy Private Wealth
Alabama
$447M +$7.5M +2% 1.18% 203 12.32%
BOA
3886
Birnam Oak Advisors
New York
$447M +$11.1M +3% 12.3% 43 46.51%
3IP
3887
3Chopt Investment Partners
Virginia
$446M +$6.81M +2% 3.28% 116% 243 10.29%
KDA
3888
Kraft Davis & Associates
Missouri
$446M +$35.2M +9% 2.72% 75% 158 12.03%
FFG
3889
Frisch Financial Group
New York
$446M +$16.3M +4% 3.45% 66.6% 174 16.09%
TC
3890
TownSquare Capital
Utah
$446M -$215M -33% 3.53% 96.9% 384 40.1%
GF
3891
Genworth Financial
Virginia
$446M +$8.62M +2% 1.95% 64% 2 0%
SFWC
3892
Strategic Family Wealth Counselors
New Jersey
$446M +$56.9M +15% 0.87% 72.3% 225 31.56%
AA
3893
Addison Advisors
Vermont
$445M +$13.9M +3% 1.82% 50.2% 946 11.42%
GFG
3894
GR Financial Group
Arizona
$445M +$12.5M +3% 1.63% 66.6% 30 16.67%
AIM
3895
AMI Investment Management
Indiana
$445M +$14M +3% 1.6% 47.9% 75 6.67%
FTA
3896
Financial & Tax Architects
Missouri
$445M -$8.12M -2% 1.05% 46.1% 120 27.5%
BONH
3897
Bank of New Hampshire
New Hampshire
$445M +$10.6M +2% 3.34% 86.4% 473 5.07%
SHWM
3898
Smith & Howard Wealth Management
Georgia
$445M +$11M +3% 1.24% 40.4% 94 7.45%
WFM
3899
Wolff Financial Management
Michigan
$445M +$13.9M +3% 2.08% 52.8% 102 1.96%
FGWP
3900
Founders Grove Wealth Partners
Virginia
$445M +$19.1M +4% 3.32% 157 15.92%