Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
IA
4026
IFG Advisors
Missouri
$229M +$31.4M +16% 9.03% 56.4% 122
WCM
4027
Whitener Capital Management
North Carolina
$229M +$17.4M +8% 11.3% 82.4% 144
BHPW
4028
Beverly Hills Private Wealth
California
$229M 11.2% 234
NC
4029
NovaPoint Capital
Georgia
$229M +$8.81M +4% 11.1% 64.6% 129
SA
4030
Shilanski & Associates
Alaska
$229M -$43.8M -16% 9.75% 65.2% 228
BI
4031
Ballast Inc
Kentucky
$229M +$24M +12% 9.1% 50.7% 112
FLI
4032
Family Legacy Inc
South Carolina
$229M +$29.8M +15% 11.2% 61% 113
WIC
4033
WealthBridge Investment Counsel
Alberta, Canada
$229M +$38.7M +20% 13.1% 62% 49
CWA
4034
Core Wealth Advisors
Florida
$229M +$57.1M +33% 9.16% 50.1% 269
TA
4035
TrueWealth Advisors
Alabama
$229M +$17.5M +8% 6.7% 39.7% 186
BA
4036
Ballast Advisors
Minnesota
$228M +$14.6M +7% 6.5% 64.9% 182
CWM
4037
Chesapeake Wealth Management
Virginia
$228M +$9.31M +4% 8.05% 59% 162
BAM
4038
BTS Asset Management
Massachusetts
$228M +$196M +618% 3.92% 10.5% 53
SC
4039
Stolper & Co
Oklahoma
$228M +$25.2M +12% 14.1% 53.5% 88
HCA
4040
Horan Capital Advisors
Ohio
$228M +$21.4M +10% 8.88% 26.6% 96
PEA
4041
Park Edge Advisors
Ohio
$228M 8.73% 97
CHJWM
4042
Carlton Hofferkamp & Jenks Wealth Management
Texas
$228M +$15.9M +7% 9.59% 43.7% 137
GFI
4043
Global Frontier Investments
South Carolina
$227M +$30.2M +15% 14.4% 23
CA
4044
Claar Advisors
New York
$227M -$8.33M -4% 7.57% 81.3% 33
CHCM
4045
Columbus Hill Capital Management
New Jersey
$227M -$53.1M -19% 5.56% 126% 18
LIA
4046
LSP Investment Advisors
New York
$227M -$8.92M -4% 4.31% 94.7% 30
SA
4047
SAM Advisors
California
$227M +$21.7M +11% 7.01% 49.8% 39
SCP
4048
Seafarer Capital Partners
California
$227M +$18.8M +9% 6.37% 76.4% 7
BL
4049
BWCP LP
Texas
$227M +$34.4M +18% 15.6% 232% 21
SIM
4050
Sentry Investment Management
Wisconsin
$227M +$15.7M +7% 10.1% 107% 550