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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
SHU
8301
SBI Holdings USA
California
$101M -$52.9M -34% 34.4% 1 0%
SIRP
8302
Shelter Insurance Retirement Plan
Missouri
$101M +$10.9M +12% 12.4% 60.5% 8 0%
TFG
8303
Turner Financial Group
Florida
$101M 31.7% 112
CC
8304
Cederberg Capital
United Kingdom
$100M -$86M -46% 75.7% 273% 12 25%
AM
8305
Ampfield Management
New York
$100M +$19.4M +24% 17.2% 56.9% 5 0%
SIC
8306
Sage Investment Counsel
Tennessee
$99.9M +$9.71M +11% 10.6% 137 15.33%
APA
8307
Aspen Private Advisors
South Dakota
$99.7M 10.6% 7
APGDR
8308
Absoluto Partners Gestao de Recursos
Brazil
$99.6M +$13M +15% 6.4% 78.7% 4 50%
GC
8309
Guilbault Capital
Louisiana
$99.6M +$8.31M +9% 9.96% 76 15.79%
HWM
8310
HFG Wealth Management
Texas
$99.4M -$82.3M -45% 5.75% 54 29.63%
BWM
8311
Benson Wealth Management
Tennessee
$99.4M +$26.3M +36% 17.6% 391 15.6%
AM
8312
Account Management
Massachusetts
$99M +$7.74M +8% 14.6% 87.4% 23 4.35%
PFM
8313
Professional Financial Management
Wisconsin
$98.6M +$2.54M +3% 1.3% 26 19.23%
FNWA
8314
Financial Network Wealth Advisors
Utah
$98.5M +$818K +0.8% 8.2% 895 17.88%
MAM
8315
Montchanin Asset Management
Delaware
$98.1M +$4.08M +4% 18.3% 64 18.75%
PWM
8316
Puff Wealth Management
New Jersey
$98.1M 13.2% 77
ZWA
8317
Zinnia Wealth Advisory
Florida
$98.1M +$8.72M +10% 16.3% 109 22.94%
DHC
8318
Drum Hill Capital
Connecticut
$98M -$10.9M -10% 1.11% 49 14.29%
EAP
8319
Elevation Advisory Partners
Florida
$97.7M -$9.45M -9% 26.1% 101 56.44%
WI
8320
Wedgewood Investors
Pennsylvania
$97.4M +$10.1M +12% 15.8% 112 13.39%
SPWM
8321
Schrum Private Wealth Management
Florida
$97.3M -$33.7M -26% 10.6% 60.9% 139 30.94%
LHCM
8322
Lloyd Harbor Capital Management
New York
$97.2M -$147M -60% 9.41% 144% 35 74.29%
ACMC
8323
Anchor Capital Management Company
North Carolina
$97M +$4.25M +5% 20.4% 12 75%
OC
8324
Optimas Capital
Hong Kong
$96.9M +$52.4M +118% 43.5% 355% 24 91.67%
KA
8325
Kore Advisors
Florida
$96.2M +$3.38M +4% 16.5% 19 31.58%