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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
HI
5301
Harper Investing
California
$297M +$67.4M +29% 13% 53.4% 86 15.12%
PTEAP
5302
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$297M +$28.8M +11% 11.8% 10 0%
SWM
5303
Shrier Wealth Management
California
$296M +$22.9M +8% 6.83% 139 9.35%
CWA
5304
Continuum Wealth Advisors
New York
$296M +$55.3M +23% 9.39% 61.4% 87 25.29%
MWM
5305
MorganRosel Wealth Management
Colorado
$296M +$42.7M +17% 15.2% 67.5% 116 21.55%
VPA
5306
Vernal Point Advisors
California
$296M +$50.2M +20% 8.57% 21 4.76%
WRTC
5307
Wind River Trust Company
Wyoming
$296M +$30.9M +12% 13.8% 62.1% 12 8.33%
WFP
5308
Wrenne Financial Planning
Kentucky
$296M +$41.1M +16% 11.5% 60 18.33%
DWA
5309
Delap Wealth Advisory
Oregon
$296M +$30.2M +11% 10.3% 66.1% 91 6.59%
CNBT
5310
Cornerstone National Bank & Trust
Illinois
$296M +$24.4M +9% 7.24% 33.9% 224 10.27%
PI
5311
PJT Investments
$296M +$43.5M +17% 4.51% 10 20%
IRP
5312
Investment Research Partners
Pennsylvania
$295M +$49.7M +20% 14.7% 295 22.71%
STT
5313
Singapore Technologies Telemedia
Singapore
$295M -$101M -25% 25.5% 173% 1 0%
CC
5314
Colrain Capital
Massachusetts
$295M +$36.7M +14% 25.2% 28 17.86%
WSL
5315
Western Standard LLC
California
$295M +$105M +55% 17.2% 83.7% 41 78.05%
TC
5316
Towle & Co
Colorado
$295M +$37.7M +15% 31.8% 172% 69 36.23%
CG
5317
Clarus Group
Texas
$295M +$16.1M +6% 11.6% 65.5% 132 18.18%
UHC
5318
Union Heritage Capital
Michigan
$295M +$25.8M +10% 18.4% 82.1% 65 7.69%
DCM
5319
Decatur Capital Management
Georgia
$295M +$76.3M +35% 16% 135% 61 59.02%
NI
5320
Nepsis Inc
Minnesota
$295M -$3.75M -1% 19.3% 116% 31 16.13%
BAM
5321
Bastion Asset Management
Canada
$295M -$33.2M -10% 12.3% 91 69.23%
ASG
5322
Advisory Solutions Group
Minnesota
$295M 12.7% 206
KIG
5323
Kennedy Investment Group
New Jersey
$295M +$39.3M +15% 21.3% 84.8% 150 12.67%
T
5324
TrustBank
Illinois
$295M +$36.8M +14% 13.1% 178 15.17%
BFP
5325
Beacon Financial Planning
Massachusetts
$295M +$36.4M +14% 16.6% 71.1% 88 17.05%