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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
AAM
5126
Ascension Asset Management
New York
$168M +$15.3M +10% 14.6% 83 6.02%
AIC
5127
Aurora Investment Counsel
Georgia
$168M +$24.7M +17% 8.79% 23.4% 132 13.64%
GB
5128
Goepper Burkhardt
South Carolina
$168M +$11.4M +7% 8.55% 43.8% 70 12.86%
WCM
5129
Washburn Capital Management
Florida
$168M +$15.3M +10% 10.6% 117% 58 13.79%
SIM
5130
Strategic Investment Management
Virginia
$168M -$48.2M -22% 4.06% 53.3% 11 9.09%
AWM
5131
Altus Wealth Management
Kentucky
$168M +$10.1M +6% 7.9% 68.8% 39 15.38%
HS
5132
Horan Securities
United States
$168M 9.21% 50.1% 547
AWM
5133
Aevitas Wealth Management
Massachusetts
$168M +$11.1M +7% 10.7% 36.4% 131 12.98%
GCM
5134
Gables Capital Management
Florida
$168M +$14.7M +10% 10.1% 123% 366 6.83%
HG
5135
Harbor Group
New Hampshire
$168M +$12.7M +8% 7.22% 41.4% 56 12.5%
LCM
5136
Lafitte Capital Management
Texas
$168M -$3.08M -2% 1.75% 55.2% 10 10%
6C
5137
6elm Capital
New York
$168M +$14.4M +9% 3.3% 17 64.71%
ADMI
5138
Albert D. Mason Inc
Massachusetts
$168M +$12.5M +8% 9.09% 82% 153 5.88%
TF
5139
Threadgill Financial
Texas
$168M +$47.3M +39% 12% 49.3% 52 34.62%
BMC
5140
Beaton Management Company
Massachusetts
$168M +$16.4M +11% 10.8% 79.9% 146 10.27%
GEH
5141
General Equity Holdings
New York
$168M +$40.5M +32% 3.76% 1,293% 16 50%
CAM
5142
Concorde Asset Management
Michigan
$168M -$5.71M -3% 5.95% 208 25.96%
CWAF
5143
Core Wealth Advisors (Florida)
Florida
$167M +$16.7M +11% 6.72% 48.8% 226 22.57%
SRA
5144
Summit Rock Advisors
New York
$167M -$1.16M -0.7% 6.21% 8 37.5%
WWM
5145
WJ Wealth Management
Arizona
$167M +$16.9M +11% 8.06% 73.3% 59 18.64%
TCB
5146
Texas Capital Bancshares
Texas
$167M +$24.1M +17% 14% 175% 88 15.91%
FWA
5147
FOCUS Wealth Advisors
Texas
$167M +$19.5M +13% 7.01% 63.8% 41 2.44%
PM
5148
Prosight Management
Texas
$167M -$14.7M -8% 12.7% 46.2% 56 58.93%
CA
5149
Corrado Advisors
New Jersey
$167M +$5.6M +3% 3.8% 45.6% 103 7.77%
RMSCM
5150
R.M. Sincerbeaux Capital Management
New York
$167M +$14.3M +9% 10.6% 65.9% 47 4.26%