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
GSEP
3201
Golden State Equity Partners
California
$359M +$3.14M +0.9% 415
RIG
3202
Renaissance Investment Group
Massachusetts
$359M -$22.1M -6% 80
HAM
3203
Harber Asset Management
North Carolina
$359M -$18.1M -5% 37
CCM
3204
Callodine Capital Management
Massachusetts
$359M +$10.5M +3% 47
IWP
3205
IAG Wealth Partners
Wisconsin
$359M -$19.7M -5% 483
SMI
3206
Shelter Mutual Insurance
Missouri
$358M -$53.1M -13% 67
NIC
3207
Northwest Investment Counselors
Oregon
$358M -$16M -4% 624
PEGL
3208
P/E Global LLC
Massachusetts
$358M -$9.82M -3% 1
SIM
3209
Studio Investment Management
Illinois
$358M +$711K +0.2% 248
GFG
3210
GR Financial Group
Arizona
$358M +$35.9M +11% 14
CWM
3211
CMH Wealth Management
New Hampshire
$358M -$14.1M -4% 49
SAS
3212
Sage Advisory Services
Texas
$357M +$14.5M +4% 49
RIS
3213
Retirement Income Solutions
Michigan
$357M -$16.2M -4% 144
GWMIA
3214
Global Wealth Management Investment Advisory
Florida
$357M -$7.14M -2% 508
CC
3215
Cederberg Capital
United Kingdom
$357M +$128M +56% 6
MIP
3216
Marietta Investment Partners
Wisconsin
$357M -$28.9M -7% 169
SPIO
3217
Seven Post Investment Office
California
$357M +$33.6M +10% 54
PCWA
3218
Pacific Capital Wealth Advisors
California
$357M -$37.7M -10% 70
AAM
3219
AR Asset Management
California
$357M -$16.1M -4% 112
SNB
3220
Security National Bank
Nebraska
$356M -$36.3M -9% 107
HA
3221
Harfst & Associates
Wyoming
$356M -$19.4M -5% 93
NQWM
3222
Northwest Quadrant Wealth Management
Oregon
$356M -$5.59M -2% 61
TFF
3223
The Family Firm
Maryland
$356M -$22.2M -6% 184
EDRIA
3224
Edmonds Duncan Registered Investment Advisors
Kansas
$356M +$23.4M +7% 143
EL
3225
Essex LLC
Illinois
$356M -$3.01M -0.8% 167