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
SIRP
3701
Shelter Insurance Retirement Plan
Missouri
$181M +$16.7M +10% 8
TCOK
3702
Trust Company of Kansas
Kansas
$181M +$12.7M +8% 57
MCL
3703
MIK Capital LP
New York
$180M -$79.3M -31% 61
TWP
3704
Total Wealth Planning
Ohio
$180M +$26.7M +17% 37
BCM
3705
Blume Capital Management
California
$180M +$24.3M +16% 250
SA
3706
Stewardship Advisors
Pennsylvania
$180M +$26.5M +17% 42
AWA
3707
Arkadios Wealth Advisors
Georgia
$180M +$23.4M +15% 1,404
SCM
3708
Stordahl Capital Management
Colorado
$180M +$18.4M +11% 41
BA
3709
Bard Associates
Illinois
$180M +$44.3M +33% 164
PWSG
3710
Pacific Wealth Strategies Group
California
$180M +$33.4M +23% 79
GPA
3711
Guidance Point Advisors
Massachusetts
$180M +$26.2M +17% 76
FFG
3712
Ford Financial Group
California
$180M +$30M +20% 100
AFA
3713
Atlanta Financial Associates
Georgia
$180M +$53.3M +42% 70
MCM
3714
Moerus Capital Management
New York
$180M -$25.1M -12% 14
NIM
3715
Nicollet Investment Management
Minnesota
$180M +$44.6M +33% 57
TA
3716
TCG Advisors
Texas
$180M +$57.9M +48% 146
MIRH
3717
Madison International Realty Holdings
New York
$180M +$38.5M +27% 8
FA
3718
Financial Advisors
Massachusetts
$179M +$31.6M +21% 66
MCAI
3719
Meritech Capital Associates IV
California
$179M +$29.1M +19% 1
SAM
3720
Smithbridge Asset Management
Pennsylvania
$179M +$29.8M +20% 83
WIM
3721
Wittenberg Investment Management
Massachusetts
$179M -$3.77M -2% 76
BZWA
3722
Blue Zone Wealth Advisors
California
$179M +$72.5M +68% 66
CAGAS
3723
Capital Advisory Group Advisory Services
Minnesota
$179M +$98.3M +122% 536
MPAM
3724
Murphy Pohlad Asset Management
Minnesota
$179M +$31.9M +22% 105
GA
3725
GRS Advisors
Illinois
$179M +$48.1M +37% 28