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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
CS
4676
Cisco Systems
California
$317M -$11.9M -4% 1.04% 212% 4 25%
KI
4677
Keewaydin Investments
New York
$317M -$58.9M -16% 0.05% 16 0%
CPH
4678
C Partners Holding
Switzerland
$317M -$54.8M -15% 12% 31.6% 9 22.22%
ICP
4679
Interchange Capital Partners
Pennsylvania
$317M -$222M -41% 5.43% 79.6% 465 42.58%
HKIMG
4680
Hutchens & Kramer Investment Management Group
Indiana
$317M +$27M +9% 1.18% 84.6% 200 37%
AWS
4681
Arkfeld Wealth Strategies
Nebraska
$316M +$25.3M +9% 4.23% 83.9% 118 6.78%
FNWM
4682
Financial Network Wealth Management
Utah
$316M -$9.24M -3% 3.18% 120 6.67%
MIM
4683
MTM Investment Management
South Carolina
$316M +$2.36M +0.8% 1.26% 80.5% 722 3.46%
MJFG
4684
Mars Jewett Financial Group
Washington
$316M -$20.4M -6% 4.25% 41 14.63%
KC
4685
KHIS Custodian
Texas
$316M +$27.1M +9% 9.4% 1 0%
WA
4686
Waterford Advisors
New York
$315M +$59.3M +23% 1.29% 40.5% 58 18.97%
OIC
4687
Orion Investment Company
Missouri
$315M -$13.1M -4% 1.97% 69 1.45%
VAM
4688
Vert Asset Management
California
$315M +$14.5M +5% 4.57% 43.6% 46 2.17%
KHCM
4689
Kirtland Hills Capital Management
Ohio
$315M +$29.7M +10% 3.81% 174 20.69%
NTCM
4690
Nine Ten Capital Management
Illinois
$315M -$1.01M -0.3% 11.2% 89% 8 0%
SAMC
4691
Spectrum Asset Management (California)
California
$315M +$15M +5% 2.09% 62.9% 125 25.6%
HOWA
4692
Heritage Oak Wealth Advisors
Florida
$315M +$44.1M +16% 4.62% 98 44.9%
EP
4693
Essential Planning
New Hampshire
$315M +$943K +0.3% 1.31% 38.1% 92 9.78%
WIC
4694
Whitegate Investment Counselors
New Hampshire
$315M -$5.55M -2% 0.77% 48% 70 5.71%
IAS
4695
Investment Advisory Services
Texas
$314M -$5.18M -2% 0.93% 65.4% 135 10.37%
EWA
4696
ERTS Wealth Advisors
Michigan
$314M -$4.06M -1% 1.49% 36.5% 31 3.23%
TF
4697
Tandem Financial
Colorado
$314M +$231M +277% 0.07% 107 57.01%
SL
4698
Sentry LLC
Tennessee
$314M -$51M -14% 10.9% 55% 128 10.94%
MIM
4699
Moseley Investment Management
Florida
$314M -$9.77M -3% 1.86% 96.6% 174 11.49%
AWM
4700
Ameliora Wealth Management
Switzerland
$314M -$14.6M -4% 1.25% 70.1% 240 8.75%