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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
WPL
2451
WINDACRE PARTNERSHIP LLC
Texas
$270M +$8.25M +3% 5.68% 98.4% 7 42.86%
CDIA
2452
Capital Directions Investment Advisors
Georgia
$269M -$24.1M -8% 0.1% 7.53% 77 18.18%
AP
2453
Advisor Partners
California
$269M -$24.2M -8% 2.23% 63.8% 440 37.27%
WC
2454
Whitnell & Co
Illinois
$269M +$3.63M +1% 1.2% 36.6% 428 16.59%
DLCIG
2455
D.L. Carlson Investment Group
New Hampshire
$269M -$224K -0.1% 3.69% 113% 134 16.42%
SEM
2456
Suncoast Equity Management
Florida
$268M +$26.3M +11% 0.2% 82.9% 22 9.09%
TA
2457
Tiptree Advisors
New York
$268M -$154M -37% 6% 45 44.44%
RC
2458
Roundview Capital
New Jersey
$268M +$15.9M +6% 2.12% 77.7% 184 17.39%
DCM
2459
Dynamic Capital Management
Jersey
$268M +$59M +28% 1.25% 49.7% 494 69.64%
VWM
2460
Venturi Wealth Management
Texas
$268M +$48M +22% 2.42% 101% 148 28.38%
SWM
2461
Segment Wealth Management
Texas
$268M +$4.09M +2% 3.92% 102% 169 15.38%
SC
2462
Schooner Capital
Florida
$268M +$31.4M +13% 25.5% 31.1% 2 50%
CC
2463
Cognios Capital
Kansas
$268M +$71.4M +36% 3.31% 28.5% 127 25.2%
IFAM
2464
Institutional & Family Asset Management
Colorado
$267M -$62K -0% 2.16% 19% 124 0.81%
PIM
2465
Penobscot Investment Management
Massachusetts
$267M -$51.7M -16% 3.3% 103% 192 11.46%
CFG
2466
CKW Financial Group
Hawaii
$267M -$8.9M -3% 0.53% 62.4% 167 7.78%
AG
2467
Algert Global
California
$267M +$52.6M +25% 2.1% 194% 434 46.31%
NPGCU
2468
Napier Park Global Capital (US)
New York
$266M +$83.9M +46% 1.03% 237% 59 38.98%
DDSF
2469
Diana Davis Spencer Foundation
Maryland
$266M +$8.8M +3% 3.43% 13.4% 3 0%
PIM
2470
Parker Investment Management
California
$266M 1.79% 208% 34
II
2471
INCA Investments
Florida
$266M +$108M +68% 37.6% 128% 9 11.11%
SNT
2472
Security National Trust
West Virginia
$266M +$11M +4% 2.25% 58.3% 506 11.86%
ANBT
2473
American National Bank & Trust
Texas
$266M +$8.09M +3% 1.41% 95.1% 236 15.68%
NCM
2474
Nelson Capital Management
California
$265M +$5.24M +2% 1.22% 121% 280 12.5%
WPW
2475
Waldron Private Wealth
Pennsylvania
$265M -$3.25M -1% 1.58% 68.7% 192 25%