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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
ATFA
3901
All Terrain Financial Advisors
Minnesota
$235M -$12.8M -5% 12.2% 52.8% 99 13.13%
GA
3902
Gateway Advisory
New Jersey
$235M -$133M -36% 3.44% 26% 99 37.37%
GAMC
3903
Garner Asset Management Corp
Texas
$235M -$20.3M -8% 14.3% 68.1% 183 6.01%
VST
3904
Van Strum & Towne
California
$235M -$32.5M -12% 10.1% 50.9% 103 10.68%
BWAM
3905
Boyd Watterson Asset Management
Ohio
$235M -$39.5M -14% 11.9% 82.4% 155 16.13%
WCM
3906
WealthBridge Capital Management
Ohio
$234M -$33M -12% 14.3% 82.1% 214 21.03%
EWM
3907
EPG Wealth Management
Georgia
$234M -$54.8M -19% 13.1% 96% 407 49.63%
SHCM
3908
Silver Heights Capital Management
Ontario, Canada
$234M -$20.7M -8% 10.9% 6.93% 5 0%
CWM
3909
Chesapeake Wealth Management
Virginia
$234M -$41.5M -15% 11.9% 57.5% 190 15.26%
BA
3910
Bard Associates
Illinois
$234M -$49.9M -18% 15.3% 200% 192 8.33%
WAM
3911
Wakefield Asset Management
Colorado
$233M -$45.2M -16% 12.1% 111% 216 44.44%
QCI
3912
Quaker Capital Investments
Pennsylvania
$233M -$28.7M -11% 20% 155% 22 27.27%
HC
3913
Hendley & Co
Ohio
$233M -$60.6M -21% 11% 54.8% 69 17.39%
PWM
3914
PBMares Wealth Management
Virginia
$233M +$70.9M +44% 11.7% 67.7% 169 21.3%
PPWP
3915
Proquility Private Wealth Partners
Nevada
$233M -$6.3M -3% 12.6% 19.4% 89 5.62%
DBRC
3916
D.B. Root & Company
Pennsylvania
$233M -$35.4M -13% 11.9% 47.5% 188 15.43%
IRM
3917
Income Research & Management
Massachusetts
$233M -$19.6M -8% 0.12% 0.7% 25 16%
WAMC
3918
Western Asset Management Company
California
$233M -$106M -31% 5.17% 2.29% 26 7.69%
TFGT
3919
TS Financial Group (TSFG)
Illinois
$233M -$43.4M -16% 15.8% 72.9% 1,097 15.04%
EPCA
3920
Elizabeth Park Capital Advisors
Ohio
$233M -$42.4M -15% 11.2% 77.8% 61 22.95%
MG
3921
MilWealth Group
Wisconsin
$233M -$28.8M -11% 11.4% 29.9% 79 10.13%
IMA
3922
Investment Management Associates
Colorado
$233M +$7.65M +3% 7.86% 49.5% 48 20.83%
JWM
3923
Jeppson Wealth Management
California
$233M +$18.2M +9% 9.42% 77.2% 204 22.06%
CSUI
3924
Cincinnati Specialty Underwriters Insurance
Ohio
$232M -$36.7M -14% 12.8% 110% 38 0%
RCG
3925
Resource Consulting Group
Florida
$232M -$56.4M -20% 14.5% 82 26.83%