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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
HCM
2201
Hengehold Capital Management
Ohio
$672M +$52.6M +8% 10.3% 48.1% 144 10.42%
ECA
2202
Endeavour Capital Advisors
Connecticut
$672M +$298M +80% 37.5% 105% 63 25.4%
FFA
2203
Fragasso Financial Advisors
Pennsylvania
$670M +$70.3M +12% 11.8% 65.5% 139 17.99%
TA
2204
TruWealth Advisors
Louisiana
$670M 9.18% 56.3% 109
EPM
2205
Elm Partners Management
Pennsylvania
$669M +$74.6M +13% 13% 48% 43 6.98%
RCIM
2206
Red Cedar Investment Management
Michigan
$669M +$122M +22% 15.5% 81.4% 94 30.85%
UBV
2207
United Bank (Virginia)
Virginia
$669M +$95.8M +17% 14.2% 76.1% 170 21.76%
PIP
2208
Permian Investment Partners
Texas
$669M +$160M +31% 32.6% 78.6% 9 22.22%
AWMS
2209
Advocacy Wealth Management Services
Georgia
$668M +$47.4M +8% 5.74% 48.3% 153 18.3%
PAM
2210
Private Asset Management
California
$667M +$66.2M +11% 17.1% 38.2% 148 8.78%
OFM
2211
Omega Fund Management
Massachusetts
$667M +$297M +80% 30.9% 106% 20 25%
BCM
2212
Bowie Capital Management
Texas
$666M +$39.4M +6% 11.7% 31.6% 44 18.18%
NTCM
2213
Nine Ten Capital Management
Illinois
$665M +$184M +38% 75.9% 166% 9 0%
EC
2214
Estate Counselors
Wisconsin
$665M +$20.4M +3% 8.62% 60% 140 23.57%
CCG
2215
Cypress Capital Group
Florida
$664M +$63.6M +11% 9.03% 97.8% 280 14.64%
NPPM
2216
North Point Portfolio Managers
Ohio
$663M +$75.5M +13% 14.2% 67.2% 77 11.69%
PIMG
2217
Patriot Investment Management Group
Tennessee
$662M -$176M -21% 12% 48.5% 218 22.94%
SSWM
2218
Sheets Smith Wealth Management
North Carolina
$661M +$86.5M +15% 12.9% 75.8% 345 18.26%
CT
2219
Caldwell Trust
Florida
$661M +$52.7M +9% 10.6% 87% 742 6.47%
WI
2220
WBI Investments
New Jersey
$661M +$10.7M +2% 10.4% 97.3% 211 66.82%
SCA
2221
Stonebridge Capital Advisors
Minnesota
$660M +$103M +18% 15.2% 80.1% 194 9.28%
VHAM
2222
Van Hulzen Asset Management
California
$660M -$4.11M -0.6% 12.4% 86.3% 314 23.57%
SP
2223
Stairway Partners
Illinois
$660M +$158M +32% 15.7% 43.9% 10 0%
IB
2224
Intrust Bank
Kansas
$660M +$96.9M +17% 14.8% 102% 372 10.75%
COCM
2225
Charter Oak Capital Management
New Hampshire
$659M 9.9% 39.2% 773