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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
CC
5301
Colrain Capital
Massachusetts
$295M +$36.7M +14% 25.2% 28 17.86%
WSL
5302
Western Standard LLC
California
$295M +$105M +55% 17.2% 83.7% 41 78.05%
TC
5303
Towle & Co
Colorado
$295M +$37.7M +15% 31.8% 172% 69 36.23%
CG
5304
Clarus Group
Texas
$295M +$16.1M +6% 11.6% 65.5% 132 18.18%
UHC
5305
Union Heritage Capital
Michigan
$295M +$25.8M +10% 18.4% 82.1% 65 7.69%
DCM
5306
Decatur Capital Management
Georgia
$295M +$76.3M +35% 16% 135% 61 59.02%
NI
5307
Nepsis Inc
Minnesota
$295M -$3.75M -1% 19.3% 116% 31 16.13%
BAM
5308
Bastion Asset Management
Canada
$295M -$33.2M -10% 12.3% 91 69.23%
ASG
5309
Advisory Solutions Group
Minnesota
$295M 12.7% 206
KIG
5310
Kennedy Investment Group
New Jersey
$295M +$39.3M +15% 21.3% 84.8% 150 12.67%
T
5311
TrustBank
Illinois
$295M +$36.8M +14% 13.1% 178 15.17%
BFP
5312
Beacon Financial Planning
Massachusetts
$295M +$36.4M +14% 16.6% 71.1% 88 17.05%
TGIA
5313
Torrey Growth & Income Advisors
California
$294M +$55.8M +23% 49.3% 123 22.76%
ISFAN
5314
Investor's Fiduciary Advisor Network
Washington
$294M -$32M -10% 16% 291 31.96%
MFG
5315
Mainsail Financial Group
Washington
$294M +$54.3M +23% 16.1% 57.2% 73 16.44%
IFPG
5316
Intrepid Financial Planning Group
Indiana
$294M +$46.4M +19% 25.4% 92.5% 141 15.6%
LPFG
5317
Landing Point Financial Group
Ohio
$294M +$88.1M +43% 13.5% 104 15.38%
WFS
5318
Weitzel Financial Services
Iowa
$294M +$28.7M +11% 9.91% 42.4% 54 12.96%
WIA
5319
Wealthedge Investment Advisors
New York
$294M +$21.8M +8% 18% 160 22.5%
VW
5320
Veridan Wealth
Oregon
$294M +$23.6M +9% 10.8% 91 16.48%
SCA
5321
Summit Creek Advisors
Minnesota
$294M -$193M -40% 21.5% 68.8% 73 23.29%
BIM
5322
Breakwater Investment Management
Washington
$294M +$24.8M +9% 9.05% 662 32.93%
DRP
5323
Decker Retirement Planning
Utah
$294M +$72.9M +33% 34.3% 490 52.04%
AWM
5324
Aviso Wealth Management
Washington
$294M +$71.7M +32% 24.8% 149 9.4%
MFP
5325
Meridian Financial Partners
Virginia
$293M +$30.2M +11% 15.6% 73.1% 128 12.5%