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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
CHJWM
4226
Carlton Hofferkamp & Jenks Wealth Management
Texas
$225M +$21.5M +11% 6.98% 58.2% 130 12.31%
SM
4227
Soapstone Management
Maryland
$225M -$7.55M -3% 19.6% 30.3% 21 14.29%
UWPG
4228
Ullmann Wealth Partners Group
Florida
$225M +$24.7M +12% 6.8% 62.2% 85 17.65%
AF
4229
Affiance Financial
Minnesota
$224M +$32.4M +17% 4.88% 50.1% 155 14.84%
MWP
4230
MYCIO Wealth Partners
Pennsylvania
$224M +$40.5M +22% 3.01% 69.3% 44 18.18%
SC
4231
Searle & Co
Connecticut
$224M +$16.2M +8% 7.09% 93.8% 145 6.21%
AP
4232
AtonRa Partners
Switzerland
$224M +$20.4M +10% 7.93% 48.3% 140 46.43%
ACG
4233
Aventail Capital Group
New York
$224M +$32M +17% 16.9% 154% 87 71.26%
JPLA
4234
Joseph P. Lucia & Associates
New York
$224M +$80.9M +56% 2.61% 74.3% 636 25%
KDAM
4235
KLS Diversified Asset Management
New York
$224M +$41.4M +23% 1.48% 156% 28 96.43%
PA
4236
Procyon Advisors
Connecticut
$224M +$19.1M +9% 5.12% 84.2% 258 15.5%
MC
4237
Miramar Capital
Illinois
$224M -$450K -0.2% 6.93% 47.3% 72 36.11%
ETI
4238
Enterprise Trust & Investment
California
$224M +$11.7M +5% 7.78% 58.6% 187 5.88%
AP
4239
Adero Partners
California
$224M +$107M +92% 4.83% 27.7% 119 35.29%
ISSM
4240
Invesco Senior Secured Management
New York
$223M +$52.4M +31% 17.6% 18.1% 16 0%
AXA
4241
Accel XI Associates
California
$223M -$24M -10% 0.42% 3 0%
SCA
4242
Sage Capital Advisors
South Dakota
$223M +$20.2M +10% 7.41% 89.4% 111 9.91%
DSN
4243
D. Scott Neal
Kentucky
$223M +$18.5M +9% 4.29% 105% 53 30.19%
RCM
4244
Riverpark Capital Management
New York
$223M +$874K +0.4% 2.48% 152% 57 43.86%
MAG
4245
Mokosak Advisory Group
Iowa
$223M +$13.7M +7% 6.91% 57.1% 23 8.7%
HIM
4246
Hotaling Investment Management
Pennsylvania
$223M +$8.39M +4% 5.91% 52.6% 126 20.63%
VCM
4247
Voce Capital Management
California
$223M +$28.4M +15% 17.1% 69.2% 12 33.33%
HFS
4248
Howard Financial Services
Texas
$223M +$32.9M +17% 7.38% 50.2% 130 18.46%
AWM
4249
Aries Wealth Management
Maine
$223M +$22.5M +11% 5.08% 75% 181 12.71%
CF
4250
Copperwynd Financial
Arizona
$223M +$15.3M +7% 10.8% 90% 127 14.96%