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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
EF
4426
Exeter Financial
Arizona
$192M +$19.8M +12% 12.2% 50.4% 89 6.74%
HC
4427
Hillman Company
Pennsylvania
$192M +$245K +0.1% 2.51% 134% 15 13.33%
IAMOG
4428
Investors Asset Management of Georgia
Georgia
$192M -$2.28M -1% 14.2% 113% 585 70.6%
SI
4429
SimpliFi Inc
California
$192M -$1.47M -0.8% 5.94% 26.7% 33 24.24%
SMG
4430
Smart Money Group
Texas
$192M +$44.9M +31% 6.47% 58.9% 50 16%
WGRM
4431
Waterton Global Resource Management
Ontario, Canada
$192M +$14.4M +8% 25.8% 21% 2 50%
VEA
4432
Virtus ETF Advisers
New York
$191M -$59.3M -24% 11.9% 122% 489 20.25%
WOC
4433
West Oak Capital
California
$191M +$7.05M +4% 10.5% 110% 350 15.43%
KCM
4434
Kaye Capital Management
California
$191M 7.15% 27
LBC
4435
Lawrence B. Cohen
$191M +$61.6M +47% 9.13% 41.8% 95 34.74%
TAM
4436
Tealwood Asset Management
Minnesota
$191M +$6.29M +3% 9.56% 121% 128 2.34%
EM
4437
Excalibur Management
Massachusetts
$191M +$12.7M +7% 9.86% 68.9% 162 11.73%
W
4438
WPWealth
Texas
$191M 7.08% 30.9% 40
HCM
4439
Highlander Capital Management
New Jersey
$191M +$17M +10% 8.96% 34.4% 672 5.21%
BCG
4440
Breakwater Capital Group
New Jersey
$191M 8.53% 60.8% 168
CA
4441
Continental Advisors
Utah
$191M +$21.3M +13% 10.5% 69% 66 19.7%
LSA
4442
Lion Street Advisors
Texas
$191M -$9.45M -5% 8.62% 38% 173 42.2%
TA
4443
Trellis Advisors
Washington
$191M +$15M +9% 7.12% 23.3% 86 16.28%
RWM
4444
RBA Wealth Management
California
$191M +$17M +10% 11.6% 77.7% 92 6.52%
PWC
4445
PYA Waltman Capital
Tennessee
$190M +$20.2M +12% 13.5% 60.6% 209 71.77%
WMRU
4446
William Marsh Rice University
Texas
$190M +$37.2M +24% 6.79% 4.44% 8 25%
WMS
4447
Wealth Management Solutions
Pennsylvania
$190M +$18.7M +11% 7.73% 97 22.68%
1M
4448
13D Management
New York
$190M -$970K -0.5% 12.8% 82.8% 33 21.21%
I
4449
InceptionR
California
$190M 11.5% 50.5% 362
MPA
4450
Marvin & Palmer Associates
Delaware
$190M +$27.1M +17% 11.4% 274% 32 37.5%