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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
FLSMF
5351
Fundsmith Long/Short Master Fund
Cayman Islands
$121M -$1.19M -1% 1.27% 29 0%
RFP
5352
Roth Financial Partners
Texas
$121M +$19.9M +20% 7.46% 54.3% 24 20.83%
EA
5353
Eclectic Associates
California
$121M +$15.3M +14% 4.42% 49.7% 63 7.94%
CIM
5354
Courant Investment Management
Tennessee
$121M +$14.2M +13% 23.3% 33.5% 11 0%
CCA
5355
Covey Capital Advisors
Georgia
$120M +$6.03M +5% 8.73% 118% 41 29.27%
PSC
5356
Piper Sandler & Co
Minnesota
$120M -$18.4M -13% 0.08% 0.09% 21 19.05%
YMRC
5357
Yorktown Management & Research Company
Virginia
$120M +$9.28M +8% 13.1% 223% 284 35.92%
EW
5358
Element Wealth
Mississippi
$120M +$12.3M +11% 8.03% 44.8% 172 9.3%
CIG
5359
Cairn Investment Group
Washington
$120M +$14.4M +14% 13.1% 58.6% 73 8.22%
CG
5360
Clarus Group
Texas
$120M +$4.31M +4% 8.42% 65.5% 112 16.96%
SNBOSD
5361
Security National Bank of So Dak
Iowa
$120M +$7.29M +6% 6.09% 58.9% 96 10.42%
AA
5362
Aufman Associates
Pennsylvania
$120M +$8.66M +8% 7.6% 76.4% 48 18.75%
NCG
5363
Newport Capital Group
New Jersey
$120M +$3.99M +3% 2.55% 61 3.28%
RF
5364
RHS Financial
California
$120M +$3.3M +3% 2.9% 47.5% 79 11.39%
SMG
5365
Smart Money Group
Texas
$120M +$1.02M +0.9% 3.19% 45.6% 64 20.31%
LF
5366
LifeSteps Financial
California
$120M +$10.8M +10% 5.7% 88% 85 2.35%
MIM
5367
Merrion Investment Management
New Jersey
$120M +$1.49M +1% 12.5% 166% 259 67.18%
FPW
5368
Flagship Private Wealth
Massachusetts
$120M +$12.1M +11% 4.98% 50.5% 328 14.33%
EL
5369
EQ LLC
Washington
$120M +$11.6M +11% 7.51% 72.9% 52 23.08%
AWA
5370
Alta Wealth Advisors
Massachusetts
$120M +$668K +0.6% 4.13% 87.6% 146 17.81%
HM
5371
Heronetta Management
New York
$120M -$461K -0.4% 15.1% 64.4% 25 4%
BAM
5372
Beaumont Asset Management
Texas
$119M +$8.11M +7% 4.8% 64.3% 70 17.14%
HS
5373
Horan Securities
United States
$119M -$2.11M -2% 7.63% 50.1% 475 22.95%
TBNY
5374
Trustco Bank (New York)
New York
$119M +$4.92M +4% 11% 84.3% 74 8.11%
CIA
5375
CSat Investment Advisory
Michigan
$119M +$11.5M +11% 9.66% 87.4% 531 4.14%