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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
CIC
4701
Chase Investment Counsel
Virginia
$198M +$17.5M +10% 14.5% 262% 126 50.79%
BAM
4702
BTS Asset Management
Massachusetts
$198M +$23.1M +13% 0.16% 8.06% 50 34%
PVH
4703
Psagot Value Holdings
Israel
$198M -$42.1M -18% 11.8% 45.9% 656 36.89%
HSG
4704
Helen Stephens Group
Texas
$198M +$5.4M +3% 4.24% 41.9% 74 12.16%
VIM
4705
Vista Investment Management
Pennsylvania
$198M +$8.33M +4% 4.04% 42.4% 171 8.19%
T2I
4706
Turim 21 Investimentos
Brazil
$197M +$98.5M +100% 4.93% 62% 84 30.95%
MECA
4707
Miller Equity Capital Advisors
Texas
$197M +$18.3M +10% 6.81% 23.7% 50 0%
SJL
4708
Shayne & Jacobs LLC
Tennessee
$197M +$13.8M +8% 8% 73.4% 37 8.11%
DVF
4709
Discovery Value Fund
Singapore
$197M -$1.37M -0.7% 13.6% 207% 6 33.33%
LWA
4710
Lowe Wealth Advisors
Maryland
$197M +$11.3M +6% 4.69% 63.3% 368 7.88%
WFG
4711
Wills Financial Group
Virginia
$197M +$11.5M +6% 6.51% 51.7% 68 7.35%
DFG
4712
Delphi Financial Group
Delaware
$197M -$5.82M -3% 1.7% 48.5% 35 25.71%
CWA
4713
CJM Wealth Advisers
Virginia
$197M +$21.3M +12% 6.57% 71.5% 59 13.56%
CWM
4714
Core Wealth Management
Florida
$197M +$11.8M +6% 2.58% 41.1% 24 16.67%
BCM
4715
Beddow Capital Management
Wyoming
$197M -$2.73M -1% 0.31% 50.7% 54 3.7%
EW
4716
Enzi Wealth
Texas
$197M +$1.69M +0.9% 5.85% 72.1% 72 29.17%
TIA
4717
Tiemann Investment Advisors
California
$196M +$13.5M +7% 7.02% 64.1% 198 7.07%
EM
4718
Excalibur Management
Massachusetts
$196M +$3.43M +2% 5.6% 68.9% 162 5.56%
PK
4719
Pflug Koory
Nebraska
$196M +$12.3M +7% 7.4% 426 5.63%
BWL
4720
Beacon Wealthcare LLC
North Carolina
$196M +$4.75M +2% 3.93% 42% 17 17.65%
WW
4721
Westshore Wealth
California
$196M +$5.64M +3% 4.51% 44.5% 121 17.36%
UC
4722
Unio Capital
New Jersey
$196M +$9.29M +5% 11.1% 85% 43 11.63%
SI
4723
Shaker Investments
Ohio
$196M +$16.9M +9% 9.58% 205% 95 14.74%
ITIM
4724
Indiana Trust & Investment Management
Indiana
$196M +$11.3M +6% 7.42% 104% 128 13.28%
KFSC
4725
Keystone Financial Services (Colorado)
Colorado
$196M +$9.11M +5% 5.47% 52.9% 79 7.59%