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
SMI
3576
Shelter Mutual Insurance
Missouri
$431M +$16.6M +4% 58
PFA
3577
Professional Financial Advisors
Nebraska
$431M +$37.3M +9% 120
MWM
3578
Mascoma Wealth Management
New Hampshire
$431M +$29.3M +7% 505
ACA
3579
Ackerman Capital Advisors
Texas
$431M +$51.9M +14% 123
SLC
3580
Second Line Capital
Louisiana
$430M +$42.3M +11% 159
CTWM
3581
Cherry Tree Wealth Management
Minnesota
$430M +$15.6M +4% 769
APC
3582
Aspire Private Capital
North Carolina
$430M +$28.1M +7% 188
MHR
3583
Matthew Hamilton Rosenberg
$430M +$31.2M +8% 868
CWM
3584
CMH Wealth Management
New Hampshire
$430M +$30.5M +8% 60
GWM
3585
Gitterman Wealth Management
New Jersey
$429M +$52.7M +14% 351
TCOT
3586
Trust Company of Tennessee
Tennessee
$429M +$30.1M +8% 7
HW
3587
Hedeker Wealth
Illinois
$429M +$57M +15% 95
AA
3588
Auxano Advisors
Washington
$428M +$50.9M +13% 170
KC
3589
Keenan Capital
California
$428M -$6.66M -2% 10
PCM
3590
Poehling Capital Management
Wisconsin
$428M +$33M +8% 147
VAS
3591
Valicenti Advisory Services
New York
$428M +$39.2M +10% 75
CRWM
3592
Castle Rock Wealth Management
California
$428M +$57.6M +16% 258
ACM
3593
Altrius Capital Management
North Carolina
$428M +$16.4M +4% 88
KV
3594
Kickstand Ventures
New York
$428M +$39.5M +10% 125
SW
3595
Solidarity Wealth
Utah
$427M +$21.8M +5% 95
SP
3596
Stonebrook Private
Michigan
$427M +$42.8M +11% 205
MVM
3597
Medicxi Ventures Management
Jersey
$427M -$10.4M -2% 5
EMAM
3598
Encompass More Asset Management
California
$427M +$92M +27% 246
BF
3599
Blankinship & Foster
California
$427M +$31M +8% 78
HCM
3600
Harvey Capital Management
Florida
$427M +$44.7M +12% 85