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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
2L
4051
22NW LP
Washington
$144M -$16.8M -10% 20.8% 138% 62 37.1%
MAG
4052
Mokosak Advisory Group
Iowa
$144M +$14.6M +11% 11.1% 57.1% 24 20.83%
HJMC
4053
Hellman Jordan Management Company
Massachusetts
$144M +$54.1M +60% 21.9% 203% 68 50%
WAMC
4054
Western Asset Management Company
California
$144M +$50.1M +54% 12.9% 2.29% 24 54.17%
MMPW
4055
Mitchell McLeod Pugh & Williams
Alabama
$143M +$18.8M +15% 12.9% 90.7% 171 7.02%
WCM
4056
Wunderlich Capital Managemnt
Tennessee
$143M +$13.3M +10% 12.1% 33.6% 86 1.16%
ONST
4057
Old North State Trust
North Carolina
$143M +$45.4M +46% 10.1% 401 11.97%
BP
4058
Broadleaf Partners
Ohio
$143M +$18.2M +15% 20.9% 180% 55 14.55%
AIM
4059
Aspen Investment Management
Michigan
$143M +$18.6M +15% 11.6% 84.9% 140 10%
TW
4060
Towerpoint Wealth
California
$143M +$18.5M +15% 9% 62.4% 53 22.64%
GWM
4061
Graybill Wealth Management
Illinois
$143M +$23.2M +19% 15.1% 50 4%
IAMOG
4062
Investors Asset Management of Georgia
Georgia
$143M +$20.7M +17% 23.3% 113% 145 2.76%
WAM
4063
Westport Asset Management
Connecticut
$143M +$23.1M +19% 21.7% 63.9% 62 1.61%
SJL
4064
Shayne & Jacobs LLC
Tennessee
$143M +$5.7M +4% 5.92% 73.4% 26 3.85%
RBFC
4065
Roman Butler Fullerton & Co
Missouri
$143M +$25.4M +22% 13.8% 121% 188 23.94%
SL
4066
SWF LLC
Nebraska
$143M +$137K +0.1% 0.55% 87.4% 2 0%
UC
4067
Unio Capital
New Jersey
$143M +$16.1M +13% 12.1% 97.8% 73 8.22%
SWMG
4068
Signature Wealth Management Group
Georgia
$143M +$13.9M +11% 10.5% 77 10.39%
WPA
4069
West Paces Advisors
Georgia
$143M +$13.1M +10% 10.6% 53.2% 489 5.11%
LA
4070
LFL Advisers
Illinois
$143M +$15.3M +12% 13.2% 83% 9 0%
EA
4071
Elm Advisors
California
$143M +$18.6M +15% 12% 50.5% 87 9.2%
SVI
4072
Strategic Vision Investment
Hong Kong
$142M +$109M +320% 35.5% 95.6% 14 57.14%
RRWA
4073
Rainey & Randall Wealth Advisors
Florida
$142M +$16M +13% 10.3% 47.8% 43 11.63%
EU
4074
Emory University
Georgia
$142M +$15.4M +12% 16% 52 25%
AF
4075
Aldebaran Financial
$142M +$10.8M +8% 12.2% 89.7% 103 8.74%