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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
AAS
4301
Asset Allocation Strategies
Michigan
$283M +$27.1M +11% 7.58% 52.9% 79 16.46%
WTFG
4302
Wells Trecaso Financial Group
Ohio
$283M +$35M +14% 9.99% 108% 100 15%
WM
4303
Wishbone Management
Illinois
$283M +$57.1M +25% 6.9% 58.7% 5 60%
TJHA
4304
Thomas J. Herzfeld Advisors
Florida
$283M +$10.4M +4% 4.45% 17.7% 164 13.41%
DMKJ
4305
David M. Knott Jr
$283M +$21.1M +8% 12.6% 169% 124 23.39%
BDA
4306
Borer Denton & Associates
Pennsylvania
$283M +$21.3M +8% 8.68% 44.2% 62 4.84%
MI
4307
M3F Inc
Utah
$283M -$32.4M -10% 3.41% 176% 40 15%
ACM
4308
Aubrey Capital Management
United Kingdom
$282M +$47.3M +20% 14% 296% 75 26.67%
FDS
4309
Freedom Day Solutions
Texas
$282M +$26.7M +10% 12.3% 84.6% 101 8.91%
VP
4310
venBio Partners
California
$282M -$385M -58% 25.7% 564% 7 28.57%
HLCM
4311
Hi-Line Capital Management
South Dakota
$282M +$23.7M +9% 7.45% 57.5% 39 2.56%
TCOO
4312
Trust Company of Oklahoma
Oklahoma
$282M +$14.7M +5% 8.71% 88.7% 150 16%
VP
4313
Verum Partners
North Carolina
$282M +$28.8M +11% 6.3% 53.9% 157 10.19%
FWA
4314
FSM Wealth Advisors
Ohio
$282M +$46.4M +20% 7.52% 62.8% 174 16.09%
HCA
4315
Horan Capital Advisors
Ohio
$281M +$8.67M +3% 7.38% 26.6% 122 11.48%
SFG
4316
Summit Financial Group
West Virginia
$281M +$20.1M +8% 8.37% 26.1% 191 4.19%
WFA
4317
Websterrogers Financial Advisors
South Carolina
$281M +$41.4M +17% 5.25% 42.9% 81 20.99%
MSCM
4318
McElhenny Sheffield Capital Management
Texas
$281M +$35.1M +14% 9.78% 86.3% 100 15%
CM
4319
CoreCommodity Management
Connecticut
$281M -$55.9M -17% 3.87% 65.8% 172 13.37%
DA
4320
Detalus Advisors
Missouri
$281M +$30.6M +12% 8.21% 67.9% 157 12.74%
NCM
4321
Neumann Capital Management
California
$281M +$28.4M +11% 11% 79.4% 99 9.09%
SWRP
4322
Summit Wealth & Retirement Planning
California
$280M +$43.8M +19% 8.06% 67.6% 68 27.94%
JCIA
4323
Jackson Creek Investment Advisors
Colorado
$280M +$20M +8% 12.6% 239% 385 47.53%
BFA
4324
BBJS Financial Advisors
Washington
$280M -$7.46M -3% 0.99% 143 15.38%
HS
4325
HighVista Strategies
Massachusetts
$280M +$4.87M +2% 15.2% 622% 166 45.18%