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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
HWM
5851
HighMark Wealth Management
Minnesota
$161M +$25.8M +19% 7.62% 110% 623 16.37%
FC
5852
Family CFO
California
$161M +$6.37M +4% 5.5% 84% 66 3.03%
PM
5853
Penbrook Management
New York
$161M +$12.5M +8% 12.6% 106% 107 8.41%
KIG
5854
Kessler Investment Group
Indiana
$161M -$2.07M -1% 11.2% 218% 213 32.39%
IFS
5855
Intelligent Financial Strategies
Minnesota
$161M +$18.3M +13% 12.3% 60.6% 86 11.63%
MCA
5856
Maryland Capital Advisors
Maryland
$161M +$9.77M +6% 3.62% 237 10.97%
EBWM
5857
Eagle Bluffs Wealth Management
Missouri
$161M +$14.3M +10% 8.59% 95.3% 70 7.14%
E3F
5858
Eight 31 Financial
Texas
$161M -$2.18M -1% 6.57% 88 18.18%
EFS
5859
Econ Financial Services
Pennsylvania
$161M +$19M +13% 3.74% 16.9% 102 51.96%
WDC
5860
Woodward Diversified Capital
California
$161M +$1.83M +1% 7.37% 107% 166 14.46%
ICP
5861
Indus Capital Partners
New York
$161M +$10M +7% 8.99% 117% 6 16.67%
KCM
5862
Knoll Capital Management
Florida
$161M +$40M +33% 34.2% 260% 37 21.62%
CG
5863
Column Group
California
$161M +$9.16M +6% 43.6% 95.1% 7 14.29%
EU
5864
Emory University
Georgia
$160M -$1.25M -0.8% 1.27% 9 33.33%
CAS
5865
CTC Alternative Strategies
Illinois
$160M +$112M +233% 13.6% 111% 196 96.94%
BCP
5866
Blackhawk Capital Partners
Wisconsin
$160M +$12.8M +9% 8.16% 87.2% 109 27.52%
ACM
5867
Aryeh Capital Management
Ontario, Canada
$160M -$5.09M -3% 10.9% 87.7% 10 20%
FAM
5868
Family Asset Management
South Carolina
$160M +$10.3M +7% 6.18% 197 9.64%
SVWG
5869
Shared Vision Wealth Group
United States
$160M +$10.5M +7% 2.87% 84 19.05%
NIWA
5870
New Insight Wealth Advisors
California
$160M +$11.7M +8% 5.59% 85 9.41%
CBT
5871
CoreFirst Bank & Trust
Kansas
$160M +$9.5M +6% 7.71% 61.4% 371 4.58%
LA
5872
Latitude Advisors
Florida
$160M +$17.5M +12% 8.36% 72% 197 18.78%
V
5873
ViaWealth
Kansas
$160M +$14.5M +10% 10.9% 77.2% 158 7.59%
VWM
5874
Vivid Wealth Management
Iowa
$160M +$12.8M +9% 9.62% 71 2.82%
RDIA
5875
RE Dickinson Investment Advisors
Iowa
$160M +$9.44M +6% 6.21% 2.24% 253 15.81%