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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
LA
4501
LFL Advisers
Illinois
$205M -$12.7M -6% 0.71% 63.5% 11 0%
JWS
4502
Juncture Wealth Strategies
Arizona
$205M -$9.06M -4% 2.15% 71.5% 122 14.75%
IF
4503
Insight Folios
North Carolina
$205M -$34M -14% 3.4% 32.9% 117 7.69%
UOMF
4504
University of Massachusetts Foundation
Massachusetts
$205M -$7.85M -4% 3.69% 53.6% 4 0%
LSIA
4505
LaSalle St. Investment Advisors
Illinois
$204M -$20.9M -9% 1.36% 46.8% 137 26.28%
DCM
4506
DGS Capital Management
New Jersey
$204M +$3.56M +2% 1.01% 177% 252 15.08%
CWM
4507
Centurion Wealth Management
Virginia
$204M -$3.09M -1% 3.75% 172 20.93%
WA
4508
Win Advisors
Florida
$204M +$129M +173% 1.85% 114% 72 87.5%
SL
4509
SOF Ltd
Cayman Islands
$204M +$11.2M +6% 5.83% 63.6% 1 0%
UCB
4510
United Community Bank
South Carolina
$204M +$90.2M +79% 2.39% 60% 348 37.64%
BCH
4511
Berkshire Capital Holdings
California
$204M -$38.6M -16% 1.27% 1,364% 88 4.55%
SRC
4512
Stone Run Capital
New York
$204M -$21.1M -9% 4.44% 77.8% 59 6.78%
DMBA
4513
Deseret Mutual Benefit Administrators
Utah
$204M -$53.3M -21% 2.46% 51.4% 510 3.33%
IHWM
4514
Iron Horse Wealth Management
Iowa
$204M +$132K +0.1% 3.9% 29.1% 513 39.77%
HT
4515
Headlands Technologies
Illinois
$203M -$109M -35% 1.84% 116% 1,279 70.13%
SWA
4516
Sutton Wealth Advisors
Florida
$203M -$3.04M -1% 3.4% 40.9% 893 7.39%
WCM
4517
Weik Capital Management
Pennsylvania
$203M -$8.42M -4% 0.9% 67.4% 98 5.1%
MWM
4518
MTC Wealth Management
Florida
$203M -$4.01M -2% 4.07% 23% 13 0%
AWC
4519
Adamsbrown Wealth Consultants
Kansas
$203M +$13.7M +7% 2.87% 55.8% 85 11.76%
SI
4520
SimpliFi Inc
California
$203M -$8.6M -4% 3.43% 26.7% 34 2.94%
LIA
4521
LSP Investment Advisors
New York
$203M +$24.5M +14% 27.3% 104% 24 8.33%
AZ
4522
Aquamarine Zurich
Switzerland
$203M -$6.91M -3% 2.71% 74.8% 12 0%
NSB
4523
Norway Savings Bank
Maine
$203M +$19.3M +11% 3.56% 101% 136 15.44%
SRA
4524
Summit Rock Advisors
New York
$203M -$3.36M -2% 0.59% 4 50%
PL
4525
Polianta Ltd
Jersey
$203M -$12.9M -6% 4.36% 31.6% 104 62.5%