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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
KA
5001
Kailix Advisors
Florida
$162M 7.79% 16.3% 8
CCC
5002
Cincinnati Casualty Company
Ohio
$162M +$19.8M +14% 14.8% 56% 26 0%
SIAG
5003
Safeguard Investment Advisory Group
California
$162M +$16.2M +11% 6.64% 84.3% 101 8.91%
I2I
5004
Insight 2811 Inc
Illinois
$162M +$13.8M +9% 4.31% 30.8% 102 26.47%
CCM
5005
Carmel Capital Management
California
$162M +$8.94M +6% 12.9% 265% 36 5.56%
AA
5006
Altman Advisors
Illinois
$162M +$3.65M +2% 9.61% 127% 97 16.49%
SSW
5007
Smith Shellnut Wilson
Mississippi
$162M +$11.6M +8% 9.47% 90.2% 133 16.54%
CC
5008
Constitution Capital
Connecticut
$162M +$12.4M +8% 9.26% 70.2% 71 18.31%
WBC
5009
West Branch Capital
Massachusetts
$162M +$1M +0.6% 8.92% 139% 486 10.08%
RHP
5010
Royal Harbor Partners
Texas
$162M +$15.6M +11% 7.59% 49.5% 79 22.78%
SIC
5011
Sterling Investment Counsel
New York
$162M +$24.9M +18% 6.25% 82.8% 157 15.92%
RHAM
5012
Round Hill Asset Management
California
$162M +$14.6M +10% 12.9% 43.2% 60 5%
GI
5013
GS Investments
Minnesota
$162M +$10.7M +7% 10.9% 94.1% 155 4.52%
WWMSC
5014
Wagner Wealth Management (South Carolina)
South Carolina
$162M +$26.8M +20% 6.23% 36.9% 747 70.55%
HBCM
5015
Heron Bay Capital Management
Michigan
$162M +$14.8M +10% 5.99% 58.9% 73 24.66%
WAOTB
5016
Wealth Advisors of Tampa Bay
Florida
$161M +$15.6M +11% 9.63% 86.2% 78 7.69%
HCM
5017
Hutner Capital Management
Vermont
$161M +$18.4M +13% 12.4% 52.2% 44 0%
SWA
5018
ShankerValleau Wealth Advisors
Illinois
$161M +$13.6M +9% 11.4% 56.3% 21 28.57%
PPWM
5019
PFG Private Wealth Management
Florida
$161M +$8.87M +6% 7.38% 48.3% 437 31.58%
SI
5020
Shaker Investments
Ohio
$161M +$12M +8% 9.49% 205% 86 17.44%
SAM
5021
Stone Asset Management
Texas
$161M +$7.73M +5% 7.39% 44 9.09%
CL
5022
COWA LLC
Oklahoma
$161M +$9.2M +6% 12.5% 65.5% 354 67.51%
GWM
5023
Grand Wealth Management
Michigan
$161M -$29.5M -16% 9.17% 54.1% 65 20%
DGM
5024
Darwin Global Management
Jersey
$161M +$94.2M +142% 25.9% 2,582% 6 100%
GAM
5025
Grandview Asset Management
Pennsylvania
$161M +$3.46M +2% 7.57% 172% 121 3.31%