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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
SMP
4226
Santa Monica Partners
Florida
$107M +$14.1M +15% 15.9% 123% 27 3.7%
FGAM
4227
Financial Gravity Asset Management
Texas
$107M +$8.95M +9% 2.45% 1,755 17.66%
SNBOSCI
4228
Security National Bank of Sioux City Iowa
Iowa
$107M +$53K +0% 3.5% 52.4% 88 15.91%
KIA
4229
Kopp Investment Advisors
Minnesota
$107M +$8.23M +8% 10.6% 109% 67 14.93%
TA
4230
Trellis Advisors
Washington
$107M +$1.89M +2% 1.47% 23.3% 51 29.41%
TW
4231
Towerpoint Wealth
California
$106M +$16.2M +18% 1.46% 62.4% 32 3.13%
DC
4232
Diametric Capital
Massachusetts
$106M -$25.9M -20% 2.94% 135% 114 62.28%
ECM
4233
Empirical Capital Management
Tennessee
$106M 20.7% 17
SCP
4234
Siena Capital Partners
Illinois
$106M +$6.33M +6% 4.98% 35.8% 28 14.29%
HCM
4235
Hall Capital Management
Rhode Island
$106M +$1.8M +2% 2.83% 84 4.76%
WA
4236
Wilshire Advisors
California
$106M -$1.11M -1% 0.66% 100% 26 3.85%
TVWM
4237
Tower View Wealth Management
Wisconsin
$106M +$5.94M +6% 1.55% 132% 154 14.29%
WA
4238
WP Advisors
California
$106M +$13.4M +14% 1.88% 89.7% 275 80%
LCM
4239
Lucas Capital Management
New Jersey
$106M +$2.52M +2% 3.9% 44.5% 101 11.88%
AP
4240
Arlington Partners
Alabama
$106M -$339K -0.3% 3.83% 43.7% 152 20.39%
SWMG
4241
Sanchez Wealth Management Group
Florida
$106M +$6.62M +7% 2.82% 43.3% 24 4.17%
DRS
4242
Deane Retirement Strategies
Louisiana
$105M +$7.48M +8% 8.57% 64.7% 68 14.71%
HS
4243
Horan Securities
United States
$105M -$8.56M -8% 0.03% 50.1% 239 20.92%
OFG
4244
OmniStar Financial Group
North Carolina
$105M +$397K +0.4% 1.81% 60.9% 108 20.37%
PWG
4245
Private Wealth Group
Florida
$105M +$46.1M +78% 2.64% 48.2% 28 35.71%
C
4246
Clearshares
New York
$105M -$6M -5% 0.44% 37 18.92%
GIM
4247
Guardian Investment Management
California
$105M +$10.8M +12% 1.41% 89.7% 57 17.54%
RCP
4248
Rho Capital Partners
New York
$105M +$33.6M +47% 48% 5 20%
CPC
4249
Congress Park Capital
New York
$104M +$6.93M +7% 4.87% 95.6% 98 7.14%
KHLMTHM
4250
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$104M +$3.29M +3% 2.16% 64.1% 37 21.62%