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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
CFA
4251
CWS Financial Advisors
Michigan
$139M +$3.63M +3% 14.2% 42.7% 138 23.91%
BCA
4252
Bay Colony Advisors
Massachusetts
$139M +$28.4M +26% 17.3% 91.8% 223 31.39%
APSI
4253
Asset Planning Services Inc
Louisiana
$139M +$17.4M +14% 13.5% 113% 37 10.81%
KTM
4254
Keeler Thomas Management
Utah
$138M +$53M +62% 16% 43.4% 67 23.88%
TWS
4255
Thomas W. Smith
$138M +$63.3M +84% 133% 9 11.11%
PC
4256
PA Capital
Virginia
$138M +$25.1M +22% 47% 213 45.07%
GFS
4257
GYL Financial Synergies
Connecticut
$138M -$18.3M -12% 22.9% 36% 166 24.1%
CCP
4258
Camelot Capital Partners
California
$138M 66.8% 2
DM
4259
Diker Management
New York
$138M -$99M -42% 33.9% 151% 55 69.09%
LD
4260
Lipe & Dalton
New York
$138M +$19.5M +17% 21% 89.6% 107 20.56%
CGFA
4261
Colton Groome Financial Advisors
North Carolina
$138M +$16.7M +14% 14.2% 59.3% 65 23.08%
DI
4262
Dalton Investments
Nevada
$137M +$8.36M +6% 26.8% 94.7% 44 6.82%
RWM
4263
RBA Wealth Management
California
$137M +$21.9M +19% 18.5% 77.7% 103 12.62%
ACM
4264
Aquamarine Capital Management
New York
$137M -$9.36M -6% 13.1% 23% 13 15.38%
HCM
4265
Hillman Capital Management
Maryland
$137M +$32.9M +31% 17.9% 20.3% 40 15%
RIM
4266
Reliant Investment Management
Tennessee
$137M +$37.2M +37% 25.9% 122% 57 45.61%
SA
4267
Shilanski & Associates
Alaska
$137M +$37.5M +38% 14.8% 84.2% 102 37.25%
DRS
4268
Deane Retirement Strategies
Louisiana
$137M +$1.99M +1% 15.3% 64.7% 73 43.84%
LC
4269
LNZ Capital
New York
$137M +$54.9M +67% 0.32% 58.8% 18 66.67%
MS
4270
Marshall & Sullivan
Washington
$137M +$24.1M +21% 23% 82% 45 24.44%
NRI
4271
NFP Retirement Inc
California
$137M +$34.5M +34% 13.8% 38.9% 106 26.42%
TVWM
4272
Tower View Wealth Management
Wisconsin
$137M +$25.9M +23% 22.7% 132% 164 31.71%
RDWM
4273
Red Door Wealth Management
Tennessee
$137M +$31.3M +30% 20.2% 100% 506 14.03%
IOOF
4274
Independent Order of Foresters
Ontario, Canada
$137M +$51.6M +61% 21.1% 54.8% 13 84.62%
GCGDR
4275
Geo Capital Gestora de Recursos
Brazil
$137M +$9.12M +7% 11.9% 30.7% 20 25%