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
HWP
3651
Hefty Wealth Partners
Indiana
$119M -$12.4M -9% 266
CWM
3652
Concentric Wealth Management
California
$119M 83
SH
3653
Scepter Holdings
Texas
$119M -$17.3M -13% 19
JSL
3654
JT Stratford LLC
Georgia
$119M 102
SHIM
3655
Stone House Investment Management
Pennsylvania
$119M 35
IOOF
3656
Independent Order of Foresters
Ontario, Canada
$119M -$3.31M -3% 111
SHI
3657
SV Health Investors
Massachusetts
$119M -$11.4M -9% 7
HAM
3658
Hillswick Asset Management
Connecticut
$119M +$1.85M +2% 15
DCM
3659
Dialectic Capital Management
Connecticut
$119M +$519K +0.4% 123
JCM
3660
Jafra Capital Management
New York
$119M 65
AIC
3661
Ayalon Insurance Company
Israel
$119M +$724K +0.6% 85
SHCM
3662
Silver Heights Capital Management
Ontario, Canada
$119M 7
TWA
3663
Tillar-Wenstrup Advisors
Ohio
$118M +$9.04M +8% 56
WPEP
3664
Walnut Private Equity Partners
Nebraska
$118M +$2.81M +2% 20
EFIC
3665
Eliot Finkel Investment Counsel
California
$118M +$6.7M +6% 33
CAAS
3666
Capital Asset Advisory Services
Michigan
$118M +$42.3M +56% 91
DA
3667
Doliver Advisors
Texas
$118M -$463K -0.4% 288
CLCM
3668
Crawford Lake Capital Management
New Jersey
$118M 31
JGIA
3669
Jackson Grant Investment Advisers
Connecticut
$118M -$3.3M -3% 177
CIA
3670
Cascade Investment Advisors
Oregon
$117M 206
FAN
3671
Financial Advisors Network
California
$117M 534
DI
3672
DUMAC Inc
North Carolina
$117M 46
BW
3673
Bison Wealth
Georgia
$117M -$636K -0.5% 206
MPA
3674
Marvin & Palmer Associates
Delaware
$117M -$10.3M -8% 51
GWM
3675
Graybill Wealth Management
Illinois
$117M +$9.62M +9% 45