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
WAOTB
4826
Wealth Advisors of Tampa Bay
Florida
$240M +$25.2M +12% 90
JIC
4827
Juniper Investment Company
New York
$240M +$31M +15% 12
BIM
4828
Breakwater Investment Management
Washington
$240M +$16M +7% 325
SC
4829
Schulhoff & Co
Ohio
$240M +$17.9M +8% 131
KIC
4830
Kensington Investment Counsel
California
$239M +$13.3M +6% 117
FDS
4831
First Dallas Securities
Texas
$239M +$11.4M +5% 129
CCMI
4832
Creative Capital Management Investments
California
$239M +$33.4M +16% 271
SHCM
4833
Silver Heights Capital Management
Ontario, Canada
$239M +$2.21M +0.9% 5
AU
4834
Algebris (UK)
United Kingdom
$239M -$71.5M -23% 53
AWP
4835
Accretive Wealth Partners
New Jersey
$239M +$138K +0.1% 137
CNHF
4836
Conrad N. Hilton Foundation
California
$239M +$199M +491% 5
MAM
4837
Monaco Asset Management
Monaco
$239M +$39.1M +20% 76
PIA
4838
Pinion Investment Advisors
Kansas
$239M +$37.8M +19% 157
GIM
4839
Gold Investment Management
Alberta, Canada
$239M +$2.4M +1% 215
AGM
4840
Aragon Global Management
Florida
$239M +$4.38M +2% 16
WI
4841
Wafra Inc
New York
$239M +$881K +0.4% 2
DIP
4842
Davis Investment Partners
North Carolina
$239M -$4.55M -2% 126
HWM
4843
Hassell Wealth Management
Louisiana
$239M +$15.4M +7% 27
CRI
4844
Commonwealth Retirement Investments
Virginia
$238M +$20.1M +9% 94
GSC
4845
G&S Capital
Colorado
$238M +$8.41M +4% 132
WFG
4846
Wills Financial Group
Virginia
$238M +$21.3M +10% 66
KPP
4847
Kings Path Partners
Texas
$238M +$26.1M +12% 312
HA
4848
Hanover Advisors
South Carolina
$238M +$13.1M +6% 95
SIM
4849
Sentry Investment Management
Wisconsin
$238M +$12.9M +6% 499
WIM
4850
WIM Investment Management
Hong Kong
$238M 14