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
WAS
3176
Winch Advisory Services
Wisconsin
$180M -$19.2M -10% 395
TC
3177
Trust Company
Kansas
$180M -$41.9M -19% 378
BCP
3178
Berkeley Capital Partners
Georgia
$180M +$2.11M +1% 141
ANB
3179
Amarillo National Bank
Texas
$179M -$36.1M -17% 93
CSM
3180
CAMG Solamere Management
North Carolina
$179M -$16.2M -8% 128
IWA
3181
Intercontinental Wealth Advisors
Texas
$179M -$20.4M -10% 472
KFP
3182
Keystone Financial Planning
Ohio
$179M -$16.8M -9% 47
ITIM
3183
Indiana Trust & Investment Management
Indiana
$179M -$40.1M -18% 131
CWM
3184
Confluence Wealth Management
Oregon
$179M -$14M -7% 128
WCWM
3185
Wooster Corthell Wealth Management
Connecticut
$179M -$24.4M -12% 39
CG
3186
Compass Group
New York
$179M -$34.5M -16% 14
SIRP
3187
Shelter Insurance Retirement Plan
Missouri
$178M -$38M -18% 47
TCM
3188
Timpani Capital Management
Wisconsin
$178M -$169M -49% 118
SFS
3189
Summit Financial Strategies
Ohio
$178M -$41M -19% 67
RCS
3190
Retirement Capital Strategies
California
$178M -$24.4M -12% 56
IF
3191
Ironwood Financial
Arizona
$178M -$10.2M -5% 411
PAG
3192
Private Advisory Group
Washington
$178M -$17.9M -9% 170
PFA
3193
Pathway Financial Advisors
Vermont
$178M -$2.16M -1% 93
I
3194
INVST
Indiana
$178M -$18.4M -9% 59
ACM
3195
Aquamarine Capital Management
New York
$178M -$30.1M -15% 15
GCA
3196
GSI Capital Advisors
California
$177M -$15M -8% 36
BFO
3197
Biltmore Family Office
North Carolina
$177M -$32.9M -16% 156
SFS
3198
Shaker Financial Services
Virginia
$177M -$31.3M -15% 172
WF
3199
WoodTrust Financial
Wisconsin
$177M -$29.7M -14% 79
CCM
3200
Context Capital Management
California
$177M +$5.1M +3% 96