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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
PIAS
5101
PCA Investment Advisory Services
Ohio
$168M +$26.2M +19% 6.27% 63.7% 445 74.61%
CCA
5102
Cadent Capital Advisors
Oklahoma
$167M -$51M -23% 2.26% 106% 153 18.95%
USB
5103
Union Savings Bank
Connecticut
$167M 5.92% 285
MA
5104
MBA Advisors
Pennsylvania
$167M +$6.69M +4% 3.9% 58.3% 126 8.73%
TCOK
5105
Trust Company of Kansas
Kansas
$167M +$10.7M +7% 8.81% 87% 47 2.13%
YEPX
5106
Yorktown Energy Partners XI
New York
$167M +$13M +8% 2.24% 139% 5 20%
GAM
5107
Garrison Asset Management
Arkansas
$167M +$5.62M +3% 6.48% 52.1% 108 11.11%
GCM
5108
GoodHaven Capital Management
New Jersey
$167M +$11.5M +7% 14.2% 87.7% 30 20%
PKC
5109
Palmer Knight Company
Florida
$167M +$9.2M +6% 9.41% 58% 33 12.12%
WIP
5110
WealthCare Investment Partners
Rhode Island
$167M +$1.33M +0.8% 3.47% 47.9% 135 17.04%
KGAMU
5111
KPS Global Asset Management (UK)
United Kingdom
$167M +$53.3M +47% 59.1% 523% 5 0%
LAM
5112
Lifestyle Asset Management
Texas
$167M +$17M +11% 5.55% 82.6% 100 35%
MFP
5113
Meridian Financial Partners
Virginia
$166M +$78.3M +89% 4.88% 73.1% 91 53.85%
IWN
5114
Independent Wealth Network
Iowa
$166M +$10.1M +6% 4.24% 75.1% 220 14.09%
AIA
5115
Acute Investment Advisory
Arizona
$166M +$13.7M +9% 1.12% 15.3% 15 20%
CF
5116
CNA Financial
Illinois
$166M +$724K +0.4% 7.33% 50.5% 22 40.91%
WA1
5117
Wimmer Associates 1
California
$166M +$9.64M +6% 7.82% 69.4% 106 0.94%
CWA
5118
Carolina Wealth Advisors
South Carolina
$166M -$4.59M -3% 2.43% 57.5% 302 24.5%
BA
5119
Baugh & Associates
Georgia
$166M +$9.6M +6% 4.02% 83.8% 43 6.98%
IVMX
5120
Institutional Venture Management XIV
California
$166M -$4.44M -3% 13.4% 18.1% 3 0%
PP
5121
Praetorian PR
Puerto Rico
$166M +$29M +21% 16% 107% 37 64.86%
BCM
5122
Brookmont Capital Management
Texas
$166M +$6.93M +4% 4.29% 36.6% 50 4%
RWA
5123
Rainsberger Wealth Advisors
Colorado
$166M -$2.83M -2% 3.45% 78 17.95%
BWM
5124
Benchmark Wealth Management
Connecticut
$166M +$8.91M +6% 4.36% 42.7% 51 5.88%
RWP
5125
Reliant Wealth Planning
Kentucky
$166M +$4.44M +3% 4.78% 35.1% 15 46.67%