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
CWM
4651
Core Wealth Management
Florida
$197M +$11.8M +6% 24
BCM
4652
Beddow Capital Management
Wyoming
$197M -$2.73M -1% 54
SVI
4653
Strategic Vision Investment
Hong Kong
$197M -$69.9M -26% 23
EW
4654
Enzi Wealth
Texas
$197M +$1.69M +0.9% 72
TIA
4655
Tiemann Investment Advisors
California
$196M +$13.5M +7% 198
EM
4656
Excalibur Management
Massachusetts
$196M +$3.43M +2% 162
PK
4657
Pflug Koory
Nebraska
$196M +$12.3M +7% 428
BWL
4658
Beacon Wealthcare LLC
North Carolina
$196M +$4.75M +2% 17
UC
4659
Unio Capital
New Jersey
$196M +$9.29M +5% 43
SI
4660
Shaker Investments
Ohio
$196M +$16.9M +9% 95
ITIM
4661
Indiana Trust & Investment Management
Indiana
$196M +$11.3M +6% 128
KFSC
4662
Keystone Financial Services (Colorado)
Colorado
$196M +$9.11M +5% 79
WW
4663
Westshore Wealth
California
$196M +$5.28M +3% 121
EC
4664
Elequin Capital
New York
$196M +$53.4M +38% 691
HVP
4665
Hudson Value Partners
Florida
$196M +$19.9M +11% 116
BBWP
4666
Beacon Bridge Wealth Partners
Pennsylvania
$196M +$28.9M +17% 92
EAM
4667
Eukles Asset Management
Ohio
$196M +$11.7M +6% 245
MS
4668
Madden Securities
Texas
$195M +$6.52M +3% 95
IAG
4669
Investment Advisory Group
Massachusetts
$195M +$21.4M +12% 150
VAM
4670
Vert Asset Management
California
$195M +$25.5M +15% 44
AGA
4671
Accuvest Global Advisors
Utah
$195M -$25.9M -12% 153
LCC
4672
Lincoln Capital Corp
Rhode Island
$195M +$22.7M +13% 80
ACMC
4673
AyurMaya Capital Management Company
New Hampshire
$195M 1
YAL
4674
Your Advocates Ltd
Texas
$195M +$12.8M +7% 293
BSA
4675
Bull Street Advisors
Georgia
$195M +$2.16M +1% 90