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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
SA
4351
Shilanski & Associates
Alaska
$137M +$37.5M +38% 14.8% 84.2% 102 37.25%
DRS
4352
Deane Retirement Strategies
Louisiana
$137M +$1.99M +1% 15.3% 64.7% 73 43.84%
LC
4353
LNZ Capital
New York
$137M +$54.9M +67% 0.32% 58.8% 18 66.67%
MS
4354
Marshall & Sullivan
Washington
$137M +$24.1M +21% 23% 82% 45 24.44%
NRI
4355
NFP Retirement Inc
California
$137M +$34.5M +34% 13.8% 46.7% 106 26.42%
TVWM
4356
Tower View Wealth Management
Wisconsin
$137M +$25.9M +23% 22.7% 132% 164 31.71%
RDWM
4357
Red Door Wealth Management
Tennessee
$137M +$31.3M +30% 20.2% 100% 506 14.03%
SEC
4358
Seven Eight Capital
New York
$137M -$252M -65% 32.9% 13.6% 642 85.05%
IOOF
4359
Independent Order of Foresters
Ontario, Canada
$137M +$51.6M +61% 21.1% 66.3% 13 84.62%
GCGDR
4360
Geo Capital Gestora de Recursos
Brazil
$137M +$9.12M +7% 11.9% 30.7% 20 25%
SJIM
4361
St. Johns Investment Management
Florida
$136M +$24.6M +22% 21.5% 80.9% 169 12.43%
GCM
4362
Gibraltar Capital Management
Oklahoma
$136M -$4.31M -3% 19.3% 56.6% 51 17.65%
NEGWA
4363
New England Guild Wealth Advisors
Connecticut
$136M +$24.8M +22% 14.5% 6.04% 57 12.28%
CHA
4364
Carmichael Hill & Associates
Maryland
$136M +$21.8M +19% 19.6% 39.7% 753 12.75%
BFWA
4365
Benchmark Financial Wealth Advisors
Florida
$136M +$36.7M +37% 19.5% 70.6% 58 39.66%
AU
4366
Algebris (UK)
United Kingdom
$136M -$53.5M -28% 20.3% 24.5% 48 68.75%
GWM
4367
Graybill Wealth Management
Illinois
$136M +$22.8M +20% 20.1% 56 14.29%
NSB
4368
Norway Savings Bank
Maine
$136M +$21.1M +18% 17.1% 101% 273 8.42%
BU
4369
Brown University
Rhode Island
$136M +$21.2M +19% 17.5% 37.9% 9 77.78%
WC
4370
Wynnefield Capital
New York
$136M +$30.3M +29% 36.2% 52.1% 27 14.81%
MMHP
4371
Murphy Middleton Hinkle & Parker
Georgia
$136M +$22.5M +20% 13.5% 61.7% 124 5.65%
BWM
4372
Bernicke Wealth Management
Wisconsin
$135M -$29.5M -18% 13.1% 52 21.15%
TGI
4373
TRV GP II
Massachusetts
$135M +$42.2M +45% 45.4% 20.8% 3 0%
ICM
4374
Invenomic Capital Management
Massachusetts
$135M +$12.8M +10% 34.6% 6.61% 195 44.1%
MI
4375
M3F Inc
Utah
$135M -$4.98M -4% 12.1% 176% 51 25.49%