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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
KIC
5001
Kensington Investment Counsel
California
$219M +$28.2M +15% 11.1% 81.9% 102 9.8%
SI
5002
SimpliFi Inc
California
$219M +$15.7M +8% 3.06% 26.7% 40 22.5%
CFP
5003
Cypress Financial Planning
New Jersey
$219M +$108M +98% 4% 37.9% 68 39.71%
AMIM
5004
Aull & Monroe Investment Management
Alabama
$219M +$16M +8% 9.66% 96.6% 136 7.35%
FC
5005
Fusion Capital
South Carolina
$219M +$23.3M +12% 8.93% 100% 76 10.53%
ODFS
5006
O'Donnell Financial Services
California
$218M +$19M +10% 7.4% 61% 39 7.69%
HIC
5007
Harbor Island Capital
Massachusetts
$218M +$16.7M +8% 13.5% 231% 15 0%
NLP
5008
Next Level Private
New York
$218M +$41.4M +23% 10.6% 92.4% 132 18.94%
SST
5009
S Squared Technology
New York
$218M +$11.8M +6% 0.68% 223% 39 25.64%
OIA
5010
Optimum Investment Advisors
Illinois
$218M +$19M +10% 12.4% 125% 672 9.67%
MWM
5011
MTC Wealth Management
Florida
$218M +$2.62M +1% 3.6% 30.5% 13 7.69%
FFA
5012
Fi3 Financial Advisors
Indiana
$217M +$7.56M +4% 9.04% 83.1% 92 25%
FDS
5013
First Dallas Securities
Texas
$217M +$23.3M +12% 17.4% 163% 129 13.95%
BIM
5014
Breakwater Investment Management
Washington
$217M 5.66% 314
SWA
5015
ShankerValleau Wealth Advisors
Illinois
$217M +$21M +11% 6.62% 56.3% 24 4.17%
IRAG
5016
Investment Research & Advisory Group
Georgia
$217M +$21.3M +11% 12.7% 88.6% 239 20.5%
SFS
5017
Solitude Financial Services
Virginia
$217M +$34.5M +19% 8% 55.4% 50 38%
FS
5018
Ferguson Shapiro
Georgia
$217M +$9.73M +5% 5.5% 39.6% 47 34.04%
SFCM
5019
Savoir Faire Capital Management
Connecticut
$217M -$13.1M -6% 8.01% 1.22% 60 28.33%
WCM
5020
Winthrop Capital Management
Indiana
$217M -$89.3M -29% 8.14% 304 55.92%
SCA
5021
Sandy Cove Advisors
Massachusetts
$217M +$21.8M +11% 8.58% 78% 134 20.15%
EF
5022
Exeter Financial
Arizona
$217M +$10.7M +5% 5.9% 50.4% 91 4.4%
MPM
5023
Mountaineer Partners Management
New York
$217M +$19.8M +10% 9.87% 158% 16 12.5%
MS
5024
Madden Securities
Texas
$217M +$27.7M +15% 19% 92.2% 111 29.73%
3C
5025
325 Capital
New York
$217M +$14.7M +7% 14.4% 226% 13 7.69%