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
HGWM
3301
Horst & Graben Wealth Management
Oregon
$228M +$37.7M +20% 106
JCI
3302
Jet Capital Investors
New York
$228M +$107M +89% 35
SFA
3303
Stewardship Financial Advisors
Georgia
$228M +$31.3M +16% 82
WA
3304
WealthTrust Axiom
Pennsylvania
$227M +$23.3M +11% 221
RA
3305
RMR Advisors
Massachusetts
$227M +$29.4M +15% 113
PCM
3306
Punch Card Management
Florida
$227M +$28.3M +14% 4
NIF
3307
Nalanda India Fund
Mauritius
$227M +$49.5M +28% 1
EA
3308
Emerald Advisors
Washington
$227M +$5.36M +2% 77
SHJ
3309
Sharkey, Howes & Javer
Colorado
$226M +$34.7M +18% 73
AC
3310
Avestar Capital
New York
$226M +$43.2M +24% 209
LS
3311
Liquid Strategies
Georgia
$226M +$27.3M +14% 7
AAI
3312
American Assets Inc
California
$226M +$11.6M +5% 12
OAM
3313
Occidental Asset Management
California
$226M +$27.4M +14% 157
SIC
3314
SFE Investment Counsel
California
$226M +$44M +24% 108
CT
3315
Chicago Trust
Illinois
$226M +$28.3M +14% 177
S
3316
Surevest
California
$226M +$42.3M +23% 102
BFC
3317
Blue Fin Capital
Rhode Island
$226M +$44.7M +25% 122
CC
3318
Cypress Capital
Tennessee
$226M 64
PWS
3319
Private Wealth Strategies
Ohio
$226M +$28.6M +15% 74
PCM
3320
Princeton Capital Management
New Jersey
$225M +$32.9M +17% 97
KC
3321
Kingfisher Capital
North Carolina
$225M +$30.3M +16% 160
SFS
3322
Summit Financial Strategies
Ohio
$225M +$40.6M +22% 70
JWCA
3323
J.W. Coons Advisors
Ohio
$225M +$35.1M +19% 199
HIC
3324
Holderness Investments Company
North Carolina
$225M +$47.8M +27% 177
WCG
3325
Wall Capital Group
Arizona
$224M +$36.6M +19% 25