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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
SIRP
4826
Shelter Insurance Retirement Plan
Missouri
$178M +$3.73M +2% 1.22% 60.5% 8 0%
BA
4827
Bennicas & Associates
California
$178M -$4.03M -2% 2.01% 40.3% 102 5.88%
KFS
4828
Kelly Financial Services
Massachusetts
$178M +$1.38M +0.8% 0.55% 58.4% 671 7.9%
ATIA
4829
American Trust Investment Advisors
New Hampshire
$178M -$8.61M -5% 0.31% 91% 92 15.22%
FCCM
4830
First City Capital Management
Georgia
$178M -$4.3M -2% 1.34% 76.5% 174 4.6%
JWBC
4831
John W. Brooker & Co
California
$178M +$6.19M +4% 0.29% 38.4% 207 13.04%
MSAGDF
4832
Moneda SA Administradora General de Fondos
Chile
$177M -$56.4M -24% 6.51% 34.5% 46 17.39%
JP
4833
JNE Partners
United Kingdom
$177M +$41.1M +30% 5.05% 100% 14 28.57%
MWP
4834
Madison Wealth Partners
Wisconsin
$177M +$2.64M +2% 0.09% 66.9% 74 4.05%
WFA
4835
Wade Financial Advisory
California
$177M -$5.2M -3% 1.3% 15.9% 74 5.41%
HLCM
4836
Hickory Lane Capital Management
New York
$177M -$27.3M -13% 4.24% 50 40%
LC
4837
Lakehouse Capital
Australia
$177M +$5.57M +3% 0.38% 47.2% 12 0%
SFI
4838
Sonic Fund II
Hawaii
$177M -$42.4M -19% 2.04% 119% 32 25%
BIP
4839
Bouvel Investment Partners
Pennsylvania
$177M -$264K -0.1% 0.41% 187% 66 6.06%
SCM
4840
Silverarc Capital Management
Massachusetts
$177M -$47.3M -21% 12.1% 2,765% 117 47.86%
KM
4841
Kabouter Management
Illinois
$177M +$1.23M +0.7% 2.9% 12.9% 7 14.29%
WFAG
4842
Wescott Financial Advisory Group
Pennsylvania
$177M +$7.12M +4% 0.95% 55.5% 75 21.33%
KFI
4843
Key Financial Inc
Pennsylvania
$177M -$2.23M -1% 1.39% 55.5% 964 9.34%
LCM
4844
LDR Capital Management
New York
$177M +$17.5M +11% 5.39% 38.9% 39 12.82%
TWP
4845
Tempus Wealth Planning
California
$177M +$25.9M +17% 1.3% 89.9% 163 10.43%
V
4846
VeraBank
Texas
$177M +$8.5M +5% 0.32% 60.6% 130 10.77%
DP
4847
DSAM Partners
United Kingdom
$176M -$419M -70% 1.6% 343% 48 68.75%
BWA
4848
Bordeaux Wealth Advisors
California
$176M +$2.39M +1% 2.16% 141% 72 6.94%
ACM
4849
Ayrshire Capital Management
Connecticut
$176M -$1.16M -0.7% 1.27% 78.4% 55 9.09%
IGYL
4850
I.G.Y. Ltd
United Kingdom
$176M -$485K -0.3% 1.69% 81.2% 3 0%