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
HWMO
4301
Heritage Wealth Management (Ohio)
Ohio
$341M +$31.7M +10% 256
VST
4302
Van Strum & Towne
California
$340M +$23.5M +7% 110
ACM
4303
Arcataur Capital Management
Wisconsin
$340M +$20.2M +6% 104
ACM
4304
Anfield Capital Management
California
$340M +$37.8M +13% 649
BC
4305
Bridgefront Capital
Texas
$340M -$37.4M -10% 879
TGIA
4306
Torrey Growth & Income Advisors
California
$340M 126
AC
4307
Aristides Capital
Kentucky
$339M +$25.4M +8% 297
AA
4308
Argent Advisors
Louisiana
$339M +$15.6M +5% 169
SIC
4309
Shoker Investment Counsel
Ohio
$339M +$19.9M +6% 113
WTFG
4310
Wood Tarver Financial Group
Idaho
$339M +$6.61M +2% 702
TM
4311
Tikvah Management
North Carolina
$339M +$28M +9% 23
CPI
4312
Crestview Partners II
New York
$339M -$213M -39% 3
FMB
4313
Field & Main Bank
Kentucky
$339M +$31.2M +10% 254
PB
4314
Pinnacle Bancorp
Nebraska
$339M +$14.5M +4% 939
AC
4315
Addison Capital
Pennsylvania
$338M +$50.8M +18% 153
MTIC
4316
Missouri Trust & Investment Company
Missouri
$338M +$32.3M +11% 444
AB
4317
Atlas Brown
Kentucky
$338M +$26.8M +9% 236
HAC
4318
Harbor Advisory Corp
New Hampshire
$338M +$24.3M +8% 82
PA
4319
PFW Advisors
Georgia
$338M +$13M +4% 136
SAM
4320
Silphium Asset Management
United Kingdom
$338M +$57.2M +20% 39
SL
4321
SOF Ltd
Cayman Islands
$338M +$2.35M +0.7% 1
TCOO
4322
Trust Company of Oklahoma
Oklahoma
$338M +$23.7M +8% 145
AWA
4323
ARQ Wealth Advisors
Arizona
$338M +$46.7M +16% 147
CA
4324
Claar Advisors
New York
$338M +$11.4M +3% 19
SMG
4325
Smart Money Group
Texas
$338M +$18.8M +6% 83