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
BCP
3176
Berkeley Capital Partners
Georgia
$180M +$2.11M +1% 141
ANB
3177
Amarillo National Bank
Texas
$179M -$36.1M -17% 93
CSM
3178
CAMG Solamere Management
North Carolina
$179M -$16.2M -8% 128
IWA
3179
Intercontinental Wealth Advisors
Texas
$179M -$20.4M -10% 472
KFP
3180
Keystone Financial Planning
Ohio
$179M -$16.8M -9% 47
ITIM
3181
Indiana Trust & Investment Management
Indiana
$179M -$40.1M -18% 131
CWM
3182
Confluence Wealth Management
Oregon
$179M -$14M -7% 128
WCWM
3183
Wooster Corthell Wealth Management
Connecticut
$179M -$24.4M -12% 39
CG
3184
Compass Group
New York
$179M -$34.5M -16% 14
SIRP
3185
Shelter Insurance Retirement Plan
Missouri
$178M -$38M -18% 47
TCM
3186
Timpani Capital Management
Wisconsin
$178M -$169M -49% 118
SFS
3187
Summit Financial Strategies
Ohio
$178M -$41M -19% 67
RCS
3188
Retirement Capital Strategies
California
$178M -$24.4M -12% 56
IF
3189
Ironwood Financial
Arizona
$178M -$10.2M -5% 411
PAG
3190
Private Advisory Group
Washington
$178M -$17.9M -9% 170
PFA
3191
Pathway Financial Advisors
Vermont
$178M -$2.16M -1% 93
I
3192
INVST
Indiana
$178M -$18.4M -9% 59
ACM
3193
Aquamarine Capital Management
New York
$178M -$30.1M -15% 15
GCA
3194
GSI Capital Advisors
California
$177M -$15M -8% 36
BFO
3195
Biltmore Family Office
North Carolina
$177M -$32.9M -16% 156
SFS
3196
Shaker Financial Services
Virginia
$177M -$31.3M -15% 172
WF
3197
WoodTrust Financial
Wisconsin
$177M -$29.7M -14% 79
CCM
3198
Context Capital Management
California
$177M +$5.1M +3% 96
OAM
3199
Occidental Asset Management
California
$177M -$23.5M -12% 163
TFS
3200
TrustCore Financial Services
Tennessee
$177M -$126M -42% 884