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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
KWA
4151
KCS Wealth Advisory
California
$110M +$6.63M +6% 1.32% 45.3% 184 17.39%
AIA
4152
Armor Investment Advisors
North Carolina
$110M -$752K -0.7% 2.69% 43.8% 155 5.81%
VAM
4153
Verity Asset Management
North Carolina
$110M -$23M -17% 0.51% 68.4% 154 35.06%
UOT
4154
University of Tennessee
Tennessee
$110M +$7.42M +7% 1.18% 2 0%
NFG
4155
Nations Financial Group
Iowa
$110M +$535K +0.5% 1.31% 105% 156 8.97%
AAM
4156
Ascension Asset Management
New York
$110M -$166K -0.2% 0.14% 77 5.19%
FP
4157
Factorial Partners
New York
$110M +$1.42M +1% 1.48% 78.3% 116 24.14%
SPI
4158
Santori & Peters Inc
Pennsylvania
$110M -$1.28M -1% 0.54% 88% 644 91.77%
SS
4159
Sunbelt Securities
Texas
$109M +$6.51M +6% 0.24% 83.5% 194 18.04%
THWM
4160
Taylor Hoffman Wealth Management
Virginia
$109M +$4.77M +5% 4.1% 47.8% 476 11.76%
CMBA
4161
C.M. Bidwell & Associates
Hawaii
$109M -$6.63M -6% 4.05% 59.8% 467 36.19%
FIAS
4162
FinTrust Investment Advisory Services
South Carolina
$109M -$4.25M -4% 0.79% 126 13.49%
MPA
4163
Marvin & Palmer Associates
Delaware
$109M +$12.8M +13% 3.1% 274% 44 36.36%
FLA
4164
Financial Life Advisors
Texas
$109M -$14.6M -12% 1.16% 33.1% 51 7.84%
HAC
4165
Harbor Advisory Corp
New Hampshire
$109M +$4.5M +4% 2.03% 49.2% 42 9.52%
JFM
4166
Jackson Financial Management
California
$109M -$503K -0.5% 1.94% 43 23.26%
TCM
4167
Tieton Capital Management
Washington
$109M -$7.5M -6% 0.59% 154% 31 16.13%
RI
4168
Ridgewood Investments
New Jersey
$109M -$3.06M -3% 1.12% 155 11.61%
CII
4169
Chapter IV Investors
North Carolina
$109M -$58.8M -35% 7.84% 4.15% 6 0%
SC
4170
Schooner Capital
Florida
$109M -$29.1M -21% 12.9% 31.1% 1 0%
SAM
4171
Stringer Asset Management
Tennessee
$109M -$3.12M -3% 1.05% 16.4% 34 52.94%
TIS
4172
Tortoise Index Solutions
Kansas
$108M -$3.79M -3% 9.98% 52.2% 109 3.67%
RVM
4173
Robinson Value Management
Texas
$108M -$5.74M -5% 3.51% 60.9% 66 13.64%
PIC
4174
Portland Investment Counsel
Ontario, Canada
$108M +$2.65M +3% 5.31% 104% 39 7.69%
IOOF
4175
Independent Order of Foresters
Ontario, Canada
$108M -$4.62M -4% 8.71% 54.8% 109 1.83%