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
SIC
3101
SFE Investment Counsel
California
$501M +$29.6M +6% 145
HG
3102
Harbor Group
New Hampshire
$500M +$55.4M +12% 104
TF
3103
TLWM Financial
Texas
$500M -$8.09M -2% 74
GWMIA
3104
Global Wealth Management Investment Advisory
Florida
$500M +$14.9M +3% 153
PWM
3105
PBMares Wealth Management
Virginia
$500M +$10.2M +2% 202
RR
3106
Robotti Robert
$499M -$70.7M -12% 68
AWM
3107
Austin Wealth Management
Texas
$499M +$16.6M +3% 132
WAM
3108
Wilsey Asset Management
California
$499M -$40.5M -8% 25
TAM
3109
Third Avenue Management
New York
$499M -$18.1M -4% 62
NB
3110
Nicolet Bankshares
Wisconsin
$498M +$74.2M +18% 200
GA
3111
GFS Advisors
Texas
$498M -$160M -24% 157
RI
3112
RPTC Inc
Wyoming
$498M +$7.03M +1% 7
PIFP
3113
Partners in Financial Planning
Virginia
$498M +$7.38M +2% 109
KGAMU
3114
KPS Global Asset Management (UK)
United Kingdom
$497M +$3.18M +0.6% 4
OTL
3115
Oak Thistle LLC
New York
$497M +$160M +47% 587
WP
3116
Wedgewood Partners
Missouri
$496M -$11.5M -2% 20
FTM
3117
First Turn Management
California
$496M -$62.3M -11% 44
OWM
3118
Opes Wealth Management
California
$495M +$7.74M +2% 149
SAM
3119
Secure Asset Management
Michigan
$495M -$164M -25% 357
DIM
3120
Delta Investment Management
California
$495M -$18.2M -4% 277
DCA
3121
DSG Capital Advisors
Minnesota
$495M -$56.9M -10% 126
PCP
3122
Polunin Capital Partners
United Kingdom
$495M +$90.6M +22% 29
CH
3123
Canton Hathaway
Rhode Island
$495M +$94.7M +24% 292
KBG
3124
Kahn Brothers Group
New York
$494M +$34.1M +7% 58
WCFA
3125
Walkner Condon Financial Advisors
Wisconsin
$494M +$2.27M +0.5% 303