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
KBFS
3201
Kohmann Bosshard Financial Services
Ohio
$321M +$45M +16% 107
WFPG
3202
Waller Financial Planning Group
Ohio
$321M +$47.9M +18% 46
OLA
3203
Oliver Luxxe Assets
New Jersey
$320M +$52M +19% 170
ISWM
3204
Independent Solutions Wealth Management
New York
$320M +$58.2M +22% 185
WF
3205
WoodTrust Financial
Wisconsin
$320M +$43.8M +16% 117
PT
3206
Plimoth Trust
Massachusetts
$320M +$22M +7% 161
SGCM
3207
Sand Grove Capital Management
United Kingdom
$320M +$131M +70% 15
LS
3208
Liquid Strategies
Georgia
$320M +$49.8M +18% 8
PFG
3209
PAX Financial Group
Texas
$320M +$35M +12% 151
BPCA
3210
Bank Pictet & Cie (Asia)
Singapore
$320M +$60.6M +23% 93
CWM
3211
Centric Wealth Management
Illinois
$320M +$187M +141% 220
SL
3212
SWF LLC
Nebraska
$320M +$33.5M +12% 3
KMC
3213
Kirr Marbach & Co
Indiana
$319M +$50.2M +19% 58
TC
3214
Tetrad Corporation
Nebraska
$319M +$30.5M +11% 4
SMI
3215
Shelter Mutual Insurance
Missouri
$319M +$27.2M +9% 51
HIM
3216
HawsGoodwin Investment Management
Tennessee
$319M +$37.6M +13% 111
OQS
3217
Occudo Quantitative Strategies
Florida
$319M 629
SAM
3218
Synergy Asset Management
Washington
$318M 73
CF
3219
CNA Financial
Illinois
$318M +$45.8M +17% 212
AW
3220
Avion Wealth
Texas
$318M +$20.6M +7% 384
SIM
3221
Stratos Investment Management
Ohio
$318M +$42.5M +15% 113
MCM
3222
Monarch Capital Management
Indiana
$318M +$30M +10% 104
CFSG
3223
Community Financial Services Group
Vermont
$318M +$46.9M +17% 90
BFIC
3224
Bedell Frazier Investment Counselling
California
$317M +$46.5M +17% 82
HPIA
3225
Hamilton Point Investment Advisors
North Carolina
$317M +$33.6M +12% 73