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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
ZIG
5051
Zullo Investment Group
Pennsylvania
$161M -$2.83M -2% 14.2% 97.2% 767 82.01%
TA
5052
TKG Advisors
Indiana
$160M +$8.62M +6% 5.91% 104% 109 40.37%
RHAM
5053
Round Hill Asset Management
California
$160M -$1.41M -0.9% 2.54% 40.7% 61 6.56%
PMIA
5054
Patrick Mauro Investment Advisor
Illinois
$160M +$5.91M +4% 3.19% 28.4% 43 9.3%
KCFA
5055
Key Client Fiduciary Advisors
New Jersey
$160M +$12.1M +8% 4.34% 95.1% 174 12.07%
PIP
5056
Peachtree Investment Partners
Florida
$160M -$3.78M -2% 7.6% 82.6% 97 6.19%
IIM
5057
Ironwood Investment Management
Massachusetts
$160M +$8.27M +5% 9.53% 149% 167 4.19%
TCB
5058
Texas Capital Bancshares
Texas
$160M +$17.2M +12% 13.4% 175% 89 12.36%
ML
5059
Mayport LLC
Massachusetts
$160M +$26M +19% 6.82% 48.5% 66 15.15%
PAM
5060
Peninsula Asset Management
Florida
$160M -$3.29M -2% 5.02% 41.8% 45 11.11%
MPPW
5061
Mitchell & Pahl Private Wealth
Oklahoma
$160M +$7.35M +5% 3.59% 75.2% 155 6.45%
LSA
5062
Lansing Street Advisors
Pennsylvania
$160M +$13.7M +9% 4.65% 378 27.25%
CCC
5063
Cincinnati Casualty Company
Ohio
$160M -$2.66M -2% 0.31% 50.5% 26 0%
CFGF
5064
Compass Financial Group (Florida)
Florida
$159M +$6.1M +4% 2.93% 36.3% 32 3.13%
UFG
5065
United Fire Group
Iowa
$159M -$9.73M -6% 0.1% 27.4% 46 4.35%
CWP
5066
Corepath Wealth Partners
Arizona
$159M +$9.23M +6% 4.95% 56% 40 5%
SP
5067
Successful Portfolios
Florida
$159M +$5.95M +4% 7.12% 101% 202 12.87%
BCM
5068
Brookmont Capital Management
Texas
$159M -$3.85M -2% 1.02% 36.6% 51 11.76%
CWA
5069
Clarus Wealth Advisors
Arizona
$159M +$6.42M +4% 7.28% 149 38.93%
TB
5070
Treynor Bancshares
Iowa
$159M +$13.8M +10% 4.02% 3.35% 73 2.74%
HCM
5071
HMS Capital Management
Tennessee
$159M -$15.9M -9% 7.98% 130% 115 26.09%
CWM
5072
Collaborative Wealth Management
Florida
$159M +$6.55M +4% 4.66% 35.8% 178 10.11%
SCM
5073
Sterneck Capital Management
Missouri
$159M +$7.9M +5% 7.62% 52.9% 104 7.69%
TCMP
5074
Thrive Capital Management (Pennsylvania)
Pennsylvania
$158M +$5.57M +4% 3.99% 43.2% 128 16.41%
DWMG
5075
DB Wealth Management Group
California
$158M +$4.13M +3% 3.09% 19% 359 1.39%