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
CICC
2851
Capital Investment Counsel (Colorado)
Colorado
$679M +$34.7M +5% 138
FAC
2852
Financial Advisory Corporation
Michigan
$679M +$27.3M +4% 56
TSS
2853
Two Sigma Securities
New York
$678M -$133M -16% 2,149
EIG
2854
Ellenbecker Investment Group
Wisconsin
$678M +$58.7M +9% 130
AP
2855
Advisors Preferred
Maryland
$677M +$71.1M +12% 303
BCG
2856
Breakwater Capital Group
New Jersey
$677M +$63.7M +10% 361
HI
2857
Human Investing
Oregon
$677M +$41.9M +7% 98
CDR
2858
Clayton Dubilier & Rice
New York
$677M +$319M +89% 2
KLI
2859
Kelman-Lazarov Inc
Tennessee
$674M +$57.2M +9% 137
KAS
2860
KPP Advisory Services
Kentucky
$674M +$67.4M +11% 339
SP
2861
ShawSpring Partners
Massachusetts
$673M -$120M -15% 11
FA
2862
Faithward Advisors
Pennsylvania
$673M +$28.1M +4% 311
IPW
2863
Impact Partnership Wealth
Georgia
$672M +$130M +24% 375
JJBC
2864
James J. Burns & Company
New York
$671M +$57.7M +9% 163
PC
2865
Permanens Capital
New York
$671M -$62.8M -9% 94
ERIC
2866
Eagle Rock Investment Company
Georgia
$670M +$38.1M +6% 169
FG
2867
Foresight Group
United Kingdom
$670M -$35M -5% 60
NFSG
2868
Newbridge Financial Services Group
Florida
$669M +$53M +9% 1,406
PWA
2869
Peterson Wealth Advisors
Utah
$669M +$62.8M +10% 101
TAA
2870
TB Alternative Assets
Cayman Islands
$668M +$128M +24% 58
AC
2871
Asio Capital
Kentucky
$668M +$67.7M +11% 116
WP
2872
WealthPLAN Partners
Nebraska
$667M +$45.8M +7% 273
KCP
2873
Kera Capital Partners
California
$667M +$159M +31% 456
KFAA
2874
Klaas Financial Asset Advisors
Illinois
$666M +$34.6M +5% 47
CA
2875
Calton & Associates
Florida
$666M +$87.8M +15% 463