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
WFAG
2951
Wescott Financial Advisory Group
Pennsylvania
$359M -$9.2M -2% 144
KNW
2952
Kesler Norman & Wride
Utah
$359M -$1.9M -0.5% 159
SNB
2953
Security National Bank
Nebraska
$359M -$1.14M -0.3% 107
HAS
2954
HBW Advisory Services
California
$359M -$28.6M -7% 251
IGM
2955
Incline Global Management
New York
$358M +$8.24M +2% 22
CSC
2956
Cove Street Capital
California
$358M -$38.6M -10% 88
KLWA
2957
Kelly Lawrence W & Associates
California
$358M -$7.11M -2% 187
FA
2958
Fagan Associates
New York
$358M -$16.6M -4% 123
JC
2959
Joho Capital
New York
$358M -$79.9M -18% 15
1SAMC
2960
12th Street Asset Management Company
Tennessee
$358M -$39M -10% 30
ECM
2961
EagleClaw Capital Management
Massachusetts
$357M -$11.2M -3% 131
HCM
2962
Hahn Capital Management
California
$357M -$21.2M -6% 35
DS
2963
Dudley & Shanley
Florida
$357M -$89M -20% 33
SPIA
2964
Strategic Point Investment Advisors
Rhode Island
$357M -$2.48M -0.7% 31
FCMC
2965
Founders Capital Management (Connecticut)
Connecticut
$357M -$33.4M -9% 67
HCM
2966
Huber Capital Management
California
$357M -$1.16M -0.3% 108
IIA
2967
IPG Investment Advisors
California
$357M -$43.1M -11% 187
BRCM
2968
Bright Rock Capital Management
Massachusetts
$356M -$14M -4% 85
EWA
2969
ERTS Wealth Advisors
Michigan
$356M +$4.18M +1% 90
JE
2970
JMAC Enterprises
Pennsylvania
$356M -$32.1M -8% 183
BFIC
2971
Bedell Frazier Investment Counselling
California
$356M +$30.1M +9% 102
PWMG
2972
Prestige Wealth Management Group
New Jersey
$356M -$12.9M -4% 1,117
BPIH
2973
Broad Peak Investment Holdings
Singapore
$356M +$22.3M +7% 10
MWA
2974
Meridian Wealth Advisors
Texas
$355M -$21.1M -6% 197
DMBA
2975
Deseret Mutual Benefit Administrators
Utah
$355M -$87.7M -20% 493