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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
WA1
4151
Wimmer Associates 1
California
$112M -$1.29M -1% 3.13% 69.4% 110 10.91%
SWM
4152
Strategic Wealth Management
Washington
$112M -$6.13M -5% 0.52% 52.8% 27 33.33%
SWM
4153
Shakespeare Wealth Management
Wisconsin
$112M -$3.44M -3% 0.41% 49.6% 39 7.69%
CIA
4154
Cascade Investment Advisors
Oregon
$112M -$15M -12% 4.18% 71.4% 234 27.35%
KJWM
4155
Kiley Juergens Wealth Management
Washington
$112M +$19.8M +22% 3.77% 93.3% 736 88.99%
CT
4156
Clearstead Trust
Maine
$112M -$4.58M -4% 4.77% 84.1% 218 51.38%
FP
4157
Factorial Partners
New York
$112M +$2.35M +2% 3.79% 78.3% 117 31.62%
CCC
4158
Cincinnati Casualty Company
Ohio
$112M +$82K +0.1% 2.47% 50.5% 24 0%
MPPLM
4159
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$112M +$867K +0.8% 1.49% 90.2% 340 7.06%
LFS
4160
Legacy Financial Strategies
Kansas
$112M +$9.31M +9% 1.86% 67.1% 103 23.3%
BMC
4161
Beaton Management Company
Massachusetts
$112M +$3.52M +3% 1.96% 79.9% 120 5%
RAM
4162
RK Asset Management
Michigan
$112M +$10.9M +11% 14.6% 47.6% 17 11.76%
SMG
4163
Smart Money Group
Texas
$112M +$13.2M +13% 1.88% 45.6% 62 25.81%
CCI
4164
Credit Capital Investments
New Jersey
$111M +$5.74M +5% 3.4% 481% 49 40.82%
HAC
4165
Harbor Advisory Corp
New Hampshire
$111M +$2.27M +2% 0.89% 49.2% 39 0%
BCG
4166
Barington Capital Group
New York
$111M +$405K +0.4% 8.11% 55.3% 22 22.73%
SCM
4167
SkyTop Capital Management
New Jersey
$111M +$25.4M +30% 3.55% 50.2% 21 33.33%
AIA
4168
Armor Investment Advisors
North Carolina
$111M +$1.46M +1% 2.34% 43.8% 155 6.45%
SC
4169
Steginsky Capital
New York
$111M +$95K +0.1% 2.93% 115% 8 0%
BHBT
4170
Burke & Herbert Bank & Trust
Virginia
$111M -$2K -0% 1.81% 52.7% 137 3.65%
VAM
4171
Verity Asset Management
North Carolina
$111M +$1.2M +1% 3.36% 68.4% 147 37.41%
CAAS
4172
Capital Asset Advisory Services
Michigan
$111M +$2.87M +3% 4.55% 42.9% 109 17.43%
LAIC
4173
Lederer & Associates Investment Counsel
California
$111M -$28K -0% 3.12% 75.5% 94 4.26%
DP
4174
DW Partners
New York
$111M -$21M -16% 1.46% 44.5% 7 57.14%
LC
4175
LCNB Corp
Ohio
$111M -$424K -0.4% 1.65% 60.1% 145 37.93%