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
SC
4301
Steph & Co
Wisconsin
$351M +$3.58M +1% 323
HA
4302
Hamel Associates
New Jersey
$351M +$18.8M +6% 85
HIA
4303
HTG Investment Advisors
Connecticut
$350M +$25M +8% 86
UB
4304
Umpqua Bank
Oregon
$350M -$9.57M -3% 162
SL
4305
SWMG LLC
Texas
$350M -$10M -3% 134
WMP
4306
Wealth Management Partners
Arizona
$350M -$342K -0.1% 157
RFS
4307
Retirement Financial Solutions
Tennessee
$350M +$8.19M +2% 56
BC
4308
Bruce & Co
Illinois
$350M +$27.1M +8% 41
WFA
4309
Websterrogers Financial Advisors
South Carolina
$350M +$5.09M +1% 100
PCM
4310
Pennsylvania Capital Management
Pennsylvania
$349M -$15.9M -4% 117
SA
4311
SRH Advisors
Kansas
$349M +$2.16M +0.6% 304
MC
4312
Merck & Co
New Jersey
$349M +$73.2M +26% 14
KFG
4313
Kingdom Financial Group
Arizona
$349M +$25.8M +8% 943
LAS
4314
Lloyd Advisory Services
Georgia
$349M +$91.6M +36% 1,081
KM
4315
KP Management
Minnesota
$349M +$28.3M +9% 68
CCM
4316
Carmel Capital Management
California
$349M +$19.2M +6% 25
EPW
4317
Endeavor Private Wealth
Kansas
$349M -$128K -0% 219
IWMA
4318
Ironwood Wealth Management (Arizona)
Arizona
$349M +$8.58M +3% 47
CCMI
4319
Creative Capital Management Investments
California
$348M +$17.1M +5% 354
LAM
4320
LOM Asset Management
$348M +$2.7M +0.8% 282
AWA
4321
Argos Wealth Advisors
California
$348M -$24.5M -7% 225
GCP
4322
Gill Capital Partners
Colorado
$348M +$17.8M +5% 701
SCM
4323
Seascape Capital Management
New Hampshire
$347M -$4.47M -1% 94
SAM
4324
Shikiar Asset Management
New York
$347M -$54.8M -14% 110
WRM
4325
Weybosset Research & Management
Rhode Island
$347M +$22.5M +7% 35