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
ITIM
4426
Indiana Trust & Investment Management
Indiana
$187M +$4.64M +3% 119
CG
4427
Castellan Group
Kentucky
$187M +$94.6M +102% 78
DR
4428
Davis Rea
Ontario, Canada
$187M +$9.43M +5% 60
SCP
4429
Shorepoint Capital Partners
Massachusetts
$187M +$6.59M +4% 82
BE
4430
Bonness Enterprises
District of Columbia
$187M +$8.17M +5% 39
MAP
4431
Milestone Advisory Partners
North Carolina
$187M +$11.5M +7% 85
RCM
4432
Robinson Capital Management
Michigan
$187M +$8.45M +5% 129
MCA
4433
Mercer Capital Advisers
New Jersey
$187M +$6.44M +4% 163
AGA
4434
Accuvest Global Advisors
Utah
$187M +$154M +467% 107
WHAM
4435
Windmill Hill Asset Management
United Kingdom
$187M -$153M -45% 24
HIS
4436
Horizon Investment Services
Indiana
$186M +$22.1M +13% 123
EPIM
4437
Equinox Partners Investment Management
Connecticut
$186M -$22.2M -11% 16
WS
4438
Wela Strategies
Georgia
$186M +$12.3M +7% 47
LFA
4439
Landmark Financial Advisors
Kentucky
$186M +$8.4M +5% 71
OIS
4440
Okabena Investment Services
Minnesota
$186M +$14.3M +8% 82
DRS
4441
Deane Retirement Strategies
Louisiana
$186M +$21.6M +13% 87
MAG
4442
Millrace Asset Group
Pennsylvania
$186M +$42M +29% 98
FPWM
4443
FSB Premier Wealth Management
Iowa
$186M -$1.19M -0.6% 105
KCMRT
4444
Kemper Corp Master Retirement Trust
Illinois
$186M +$25.5M +16% 36
OAM
4445
Oak Asset Management
California
$186M -$19.8M -10% 93
RRWA
4446
Rainey & Randall Wealth Advisors
Florida
$185M +$17M +10% 55
EWMCB
4447
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$185M +$10.7M +6% 52
SCM
4448
Stonepine Capital Management
Oregon
$185M +$54.5M +42% 35
MCG
4449
MACRO Consulting Group
New Jersey
$185M +$12.6M +7% 108
NIA
4450
NIA Impact Advisors
California
$185M -$7.02M -4% 55