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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
SNBOSD
4976
Security National Bank of So Dak
Iowa
$99M +$11.4M +13% 11.4% 58.9% 83 9.64%
NICM
4977
Neo Ivy Capital Management
New York
$98.8M +$11.6M +13% 4.59% 672 68.01%
HWA
4978
Hilltop Wealth Advisors
North Carolina
$98.8M +$7.41M +8% 5.17% 58.3% 30 3.33%
NED
4979
Nancy E. Dempze
$98.5M +$9M +10% 8.6% 83.1% 66 6.06%
MSS
4980
Mitchell Sinkler & Starr
Pennsylvania
$98.4M +$10.3M +12% 10.8% 72.2% 97 7.22%
P
4981
&Partners
Tennessee
$98.4M +$15.6M +19% 8.77% 78.4% 147 23.13%
WA
4982
Wilshire Advisors
California
$98.3M +$3.21M +3% 3.61% 118% 25 8%
DJC
4983
Daily Journal Corp
California
$98.3M -$2.63M -3% 2.38% 108% 4 0%
MPCG
4984
Matrix Private Capital Group
New York
$98.2M +$7.58M +8% 6.99% 62.5% 174 9.77%
CI
4985
Centerstone Investors
New York
$98M -$5.47M -5% 3.84% 73.7% 25 12%
PKC
4986
Palmer Knight Company
Florida
$98M -$30.6M -24% 10.7% 78.9% 27 14.81%
VWA
4987
VERITY Wealth Advisors
United States
$97.9M +$4.36M +5% 6.03% 59.9% 51 7.84%
FP
4988
Factorial Partners
New York
$97.9M +$6.6M +7% 7.67% 80.1% 104 16.35%
AMAL
4989
Asset Management Advisors LLC
Oklahoma
$97.8M +$21.9M +29% 14.3% 124% 20 20%
TMC
4990
Trellus Management Company
Florida
$97.6M +$5.25M +6% 21.7% 268% 74 48.65%
KFI
4991
Key Financial Inc
Pennsylvania
$97.5M +$10.3M +12% 7.75% 55.5% 115 17.39%
WCM
4992
Washington Capital Management
Washington
$97.5M +$7.58M +8% 8.24% 76.9% 105 22.86%
BBCM
4993
Boardman Bay Capital Management
New York
$97.4M -$25M -20% 7.95% 145% 86 56.98%
BOM
4994
Bank of Marin
California
$97.4M +$9.76M +11% 11% 80.3% 118 10.17%
DCM
4995
Dean Capital Management
Kansas
$97.1M +$11.4M +13% 2.96% 89.7% 147 25.85%
ICM
4996
Islay Capital Management
Texas
$97.1M +$11.1M +13% 5.22% 66.3% 332 40.36%
HM
4997
Heronetta Management
New York
$97M -$8.91M -8% 6.36% 59.7% 25 4%
WEPOG
4998
Wealth Enhancement & Preservation of GA
Georgia
$96.9M +$16.3M +20% 10.7% 82.2% 55 25.45%
SHWM
4999
Silicon Hills Wealth Management
Texas
$96.8M +$13.3M +16% 7.43% 30.9% 75 6.67%
EPWM
5000
Essex Private Wealth Management
Massachusetts
$96.7M +$10.5M +12% 6.91% 29.3% 62 8.06%