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
CPA
2951
Capital Planning Advisors
California
$172M +$19.4M +13% 112
FWC
2952
First Washington Corp
Washington
$172M +$5.96M +4% 96
WKWM
2953
Walter & Keenan Wealth Management
Indiana
$172M +$9.79M +6% 147
OCA
2954
Otter Creek Advisors
Florida
$172M 72
KL
2955
Kinsight LLC
Alabama
$171M +$22.8M +15% 34
SRCM
2956
Swift Run Capital Management
Virginia
$171M -$20.2M -11% 58
BSWMG
2957
Barrington Strategic Wealth Management Group
Illinois
$171M +$14.3M +9% 103
CBTWT
2958
Community Bank & Trust (Waco, Texas)
Texas
$171M 113
VVM
2959
Versant Venture Management
California
$171M -$3.46M -2% 7
OCM
2960
Oskie Capital Management
New York
$171M -$4.08M -2% 22
NP
2961
NorthRock Partners
Minnesota
$171M +$12M +8% 49
GHA
2962
Garcia Hamilton & Associates
Texas
$171M +$7.3M +4% 71
KCM
2963
Kempner Capital Management
Texas
$170M -$6.02M -3% 78
MFS
2964
Monetta Financial Services
Illinois
$170M +$7.48M +5% 103
AAM
2965
Aston Asset Management
Illinois
$170M -$5.33M -3% 146
CA
2966
Corrado Advisors
New Jersey
$170M -$6.59M -4% 89
CLA
2967
Cranberry Lake Advisors
Texas
$170M +$19.3M +13% 20
FNBOMD
2968
First National Bank of Mount Dora
Florida
$170M +$6.45M +4% 85
BCM
2969
Beck Capital Management
Texas
$170M +$25.7M +18% 165
PG
2970
Proffitt & Goodson
Tennessee
$170M +$10.9M +7% 43
VSWA
2971
Vontobel Swiss Wealth Advisors
Switzerland
$170M +$24.3M +17% 59
EWM
2972
Evermay Wealth Management
Virginia
$170M +$2.95M +2% 87
VNA
2973
Valley National Advisers
Pennsylvania
$170M +$4.6M +3% 701
SM
2974
Selkirk Management
New Jersey
$170M +$8.44M +5% 21
GCM
2975
Gladius Capital Management
Illinois
$170M +$9.48M +6% 2