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
SAM
3051
Secure Asset Management
Michigan
$606M +$67.8M +13% 335
PWW
3052
Pettyjohn Wood & White
Virginia
$606M +$45.9M +8% 205
KFS
3053
Kurt F. Somerville
$605M +$11.7M +2% 113
PJSIMP
3054
P.J. Schmidt Investment Management (PJS)
Wisconsin
$605M +$26.7M +5% 199
WFA
3055
West Financial Advisors
Iowa
$605M +$30.3M +5% 212
BA
3056
Bellwether Advisors
Nebraska
$605M +$19.4M +3% 607
CM
3057
Cornerstone Management
Georgia
$605M +$29.4M +5% 63
NPPM
3058
North Point Portfolio Managers
Ohio
$605M +$21.7M +4% 74
CIP
3059
Capital Insight Partners
Arizona
$604M +$28.6M +5% 168
BWP
3060
Burling Wealth Partners
Illinois
$604M +$62.3M +11% 185
CAM
3061
Creekmur Asset Management
Illinois
$603M +$37.2M +7% 900
TCOTS
3062
Trust Company of the South
North Carolina
$603M +$39.5M +7% 136
PGAM
3063
Princeton Global Asset Management
New Jersey
$602M +$51.4M +9% 794
VU
3064
Vanderbilt University
Tennessee
$602M +$72.4M +14% 88
NB
3065
Northwest Bancshares
Pennsylvania
$602M +$28.5M +5% 192
HGIM
3066
High Ground Investment Management
United Kingdom
$602M +$125M +26% 8
BTWM
3067
Brass Tax Wealth Management
Ohio
$602M +$82.3M +16% 252
AF
3068
Apollon Financial
South Carolina
$601M +$122M +26% 226
AOWM
3069
Alpha Omega Wealth Management
Virginia
$601M +$42.6M +8% 214
SAM
3070
Sycomore Asset Management
France
$601M -$43.5M -7% 71
AMM
3071
American Money Management
California
$599M +$33.5M +6% 161
CBB
3072
Citizens Business Bank
California
$599M +$84.6M +16% 152
RRWA
3073
Rainey & Randall Wealth Advisors
Florida
$599M +$52.5M +10% 78
HIM
3074
HughesLittle Investment Management
$598M +$43.9M +8% 16
PSP
3075
Pacific Sage Partners
Washington
$597M +$93.8M +19% 120