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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
SCM
4226
Stonebridge Capital Management
California
$209M +$15.8M +8% 11.8% 94 6.38%
KI
4227
Keystone Investors
Singapore
$209M 19.4% 732% 37
AFS
4228
Amtrust Financial Services
New York
$209M +$2.27M +1% 5.68% 53.8% 20 5%
HBWM
4229
Hollow Brook Wealth Management
New York
$209M +$32.8M +19% 11.8% 104% 85 17.65%
WRTC
4230
Wind River Trust Company
Wyoming
$209M +$22.3M +12% 9.31% 51% 9 0%
AWM
4231
Accel Wealth Management
Iowa
$209M +$21.7M +12% 5.41% 77.4% 1,117 8.42%
VC
4232
Veracity Capital
Georgia
$209M +$25.1M +14% 9.06% 140% 201 15.92%
FCB
4233
First County Bank
Connecticut
$209M 11.9% 89.1% 161
ICM
4234
Irenic Capital Management
New York
$209M 18.7% 78.4% 12
GAMC
4235
Garner Asset Management Corp
Texas
$208M +$15.4M +8% 9.64% 68.1% 165 5.45%
BA
4236
Birinyi Associates
Connecticut
$208M -$6.17M -3% 3.68% 102% 63 17.46%
HP
4237
Holowesko Partners
Bahamas
$208M +$30.8M +17% 12% 52.1% 31 16.13%
CSWG
4238
Cardinal Strategic Wealth Guidance
Kentucky
$208M +$19.9M +11% 7.27% 53.4% 98 22.45%
SGA
4239
Siguler Guff Advisers
New York
$208M -$143M -41% 0.86% 37.7% 5 0%
MVG
4240
Madrona Venture Group
Washington
$208M -$9.83M -5% 2.92% 233% 6 0%
CFC
4241
Coyle Financial Counsel
Illinois
$208M +$57.3M +38% 7.36% 46.8% 61 13.11%
PWS
4242
Peloton Wealth Strategists
Indiana
$208M +$15.6M +8% 10% 41.1% 90 7.78%
DC
4243
Diametric Capital
Massachusetts
$208M +$9.34M +5% 15.4% 135% 413 66.59%
BWM
4244
BigSur Wealth Management
Florida
$208M +$9.81M +5% 11.1% 83.1% 131 12.21%
CFP
4245
Curran Financial Partners
South Carolina
$207M +$10.1M +5% 7.89% 46.1% 72 23.61%
RWA
4246
Roberts Wealth Advisors
California
$207M +$3.84M +2% 5.69% 73.2% 89 16.85%
SSWG
4247
Seven Springs Wealth Group
Tennessee
$207M +$23.1M +13% 11.7% 56.4% 63 19.05%
TWA
4248
Tillar-Wenstrup Advisors
Ohio
$207M +$6.83M +3% 7.73% 27.4% 49 16.33%
HJIM
4249
Henry James International Management
New York
$207M +$27.7M +15% 14.7% 123% 130 4.62%
JGIA
4250
Jackson Grant Investment Advisers
Connecticut
$207M +$15.8M +8% 9.86% 45% 348 10.34%