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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
IWA
5301
IVC Wealth Advisors
Pennsylvania
$158M +$16.8M +12% 6.3% 70.8% 165 16.97%
KIC
5302
Kensington Investment Counsel
California
$158M +$25.2M +19% 7.6% 81.9% 99 17.17%
HAM
5303
HoldCo Asset Management
Florida
$158M -$24M -13% 17.9% 22 13.64%
EFIC
5304
Eliot Finkel Investment Counsel
California
$158M +$714K +0.5% 2.51% 88.9% 31 3.23%
BWM
5305
Baron Wealth Management
Michigan
$158M +$16.3M +12% 8.01% 86.8% 151 13.91%
JIC
5306
Juniper Investment Company
New York
$157M +$20.6M +15% 36.6% 358% 9 0%
FNBSF
5307
First National Bank Sioux Falls
South Dakota
$157M +$13.1M +9% 4.32% 65.4% 116 6.9%
RFG
5308
Range Financial Group
Oregon
$157M +$4.58M +3% 6.47% 188% 185 29.19%
ATWA
5309
Arbor Trust Wealth Advisors
Michigan
$157M +$5.12M +3% 5.67% 63.8% 104 14.42%
EFSCE
5310
Enterprise Financial Services Corp (EFSC)
Missouri
$157M +$4.14M +3% 5.25% 100% 166 7.23%
SIM
5311
SummerHaven Investment Management
Connecticut
$157M -$14.4M -8% 13.9% 143% 197 0.51%
ZCM
5312
Zenyatta Capital Management
Delaware
$157M +$64.2M +69% 2.08% 38 55.26%
SIAM
5313
Sterling Investment Advisors (Missouri)
Missouri
$157M +$2.67M +2% 2.37% 37.8% 29 6.9%
PFG
5314
Piershale Financial Group
Illinois
$157M +$30.1M +24% 2.99% 82% 306 15.03%
KSWA
5315
Kathleen S. Wright Associates
Pennsylvania
$157M +$4.57M +3% 4.6% 66% 173 9.25%
6F
5316
626 Financial
Michigan
$157M +$5.66M +4% 6.94% 71.3% 120 9.17%
EP
5317
Elkhorn Partners
Nebraska
$157M +$5.43M +4% 3.21% 32.2% 52 19.23%
OPOWM
5318
One Plus One Wealth Management
Florida
$157M +$15.5M +11% 0.19% 69.2% 97 17.53%
HB
5319
Horizon Bancorp
Indiana
$157M -$353K -0.2% 0.86% 33.4% 255 35.29%
NFGH
5320
Nan Fung Group Holdings
Hong Kong
$156M +$9.51M +6% 13.5% 281% 49 22.45%
CG
5321
Castellan Group
Kentucky
$156M +$10.1M +7% 14% 196% 66 21.21%
SVG
5322
Sun Valley Gold
Idaho
$156M -$3.6M -2% 11.3% 160% 13 38.46%
WR
5323
WD Rutherford
Oregon
$156M +$14.5M +10% 12.9% 170% 83 12.05%
CWM
5324
Concentrum Wealth Management
California
$156M +$21.5M +16% 21.5% 174% 63 17.46%
FIC
5325
Family Investment Center
Missouri
$156M +$10.7M +7% 3.03% 49.8% 52 7.69%