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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 Avg Holding
Period (Yrs)
GAMC
4151
Garner Asset Management Corp
Texas
$119M +$7.26M +6% 4.95% 95.3% 151 3.31% 0.5
AMAL
4152
Asset Management Advisors LLC
Oklahoma
$119M +$9.7M +9% 5.63% 124% 24 0% 2.8
Red Cedar Capital
4153
Red Cedar Capital
Nebraska
$119M – – 20.7% 43% 149 – 0
Larson Financial Group
4154
Larson Financial Group
Missouri
$119M – – 4.34% 81.2% 71 – 0
Corrigan Financial
4155
Corrigan Financial
Rhode Island
$119M +$6.12M +5% 4.75% 9.54% 51 13.73% 1.5
Leicht Financial Planning & Wealth Management
4156
Leicht Financial Planning & Wealth Management
New Jersey
$119M -$1.04M -0.9% 0.89% 46.3% 28 21.43% 0.8
VCM
4157
Vivaldi Capital Management
Illinois
$119M +$95.9M +412% 7.78% 69.2% 147 46.26% 0.3
TWS
4158
Thomas W. Smith
$119M +$14.5M +14% 14.5% – 10 0% 3.8
Excalibur Management
4159
Excalibur Management
Massachusetts
$119M +$1.38M +1% 5.22% 81.7% 82 10.98% 2.9
MCM
4160
Millie Capital Management
California
$119M -$3.43M -3% 3.81% 24.5% 75 13.33% 1.6
Golden Gate Private Equity
4161
Golden Gate Private Equity
California
$119M -$9.6M -8% 5.04% 8.72% 25 24% 1.3
Elite Wealth Management
4162
Elite Wealth Management
Washington
$119M – – 8.25% 142% 59 – 1.9
Allied Investment Advisors
4163
Allied Investment Advisors
Montana
$119M – – 9.47% 68.4% 48 – 0
Baugh & Associates
4164
Baugh & Associates
Georgia
$119M – – 7.86% 98.8% 41 – 0
BHK Investment Advisors
4165
BHK Investment Advisors
Alabama
$119M – – 4.12% 54.6% 52 – 0
RK Asset Management
4166
RK Asset Management
Michigan
$118M +$3.69M +3% 5.8% 47.6% 21 19.05% 2.4
ASA
4167
Armstrong Shaw Associates
Connecticut
$118M +$7.75M +7% 7.6% 51.2% 41 0% 2.7
Ballast Inc
4168
Ballast Inc
Kentucky
$118M – – 4.92% 71.3% 82 – 0
Madrona Financial Services
4169
Madrona Financial Services
Washington
$118M +$9.6M +9% 4.05% 75.4% 41 12.2% 1.8
Oak Hill Advisors
4170
Oak Hill Advisors
New York
$118M +$903K +0.8% 1.44% 42.4% 6 33.33% 2.7
HH
4171
HWG Holdings
Texas
$118M -$8.97M -7% 8.21% – 127 41.73% 0.4
RPg Family Wealth Advisory
4172
RPg Family Wealth Advisory
Massachusetts
$118M -$3.97M -3% 9.68% 117% 301 19.27% 1.1
Smith Shellnut Wilson
4173
Smith Shellnut Wilson
Mississippi
$118M +$4.66M +4% 6.65% 98.6% 129 4.65% 0.8
Freedom Day Solutions
4174
Freedom Day Solutions
Texas
$118M – – 6.51% 86.6% 69 – 0
Donald L. Hagan LLC
4175
Donald L. Hagan LLC
Florida
$118M +$8.08M +7% 4.41% 47.9% 80 21.25% 1.7