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
EA
4876
Eclectic Associates
California
$219M +$10.7M +5% 92
WF
4877
Whelan Financial
California
$219M +$4.7M +2% 44
KIC
4878
Kensington Investment Counsel
California
$219M +$28.2M +15% 102
SI
4879
SimpliFi Inc
California
$219M +$15.7M +8% 40
AMIM
4880
Aull & Monroe Investment Management
Alabama
$219M +$16M +8% 136
FC
4881
Fusion Capital
South Carolina
$219M +$23.3M +12% 76
SSG
4882
Summit Securities Group
New York
$219M -$30.1M -12% 809
ODFS
4883
O'Donnell Financial Services
California
$218M +$19M +10% 39
CFP
4884
Cypress Financial Planning
New Jersey
$218M +$108M +98% 67
HIC
4885
Harbor Island Capital
Massachusetts
$218M +$16.7M +8% 15
NLP
4886
Next Level Private
New York
$218M +$41.4M +23% 132
SST
4887
S Squared Technology
New York
$218M +$11.8M +6% 39
OIA
4888
Optimum Investment Advisors
Illinois
$218M +$19M +10% 670
ACM
4889
Ategra Capital Management
Virginia
$218M -$5.93M -3% 94
MWM
4890
MTC Wealth Management
Florida
$218M +$2.62M +1% 13
FFA
4891
Fi3 Financial Advisors
Indiana
$217M +$7.56M +4% 92
FDS
4892
First Dallas Securities
Texas
$217M +$23.3M +12% 129
BIM
4893
Breakwater Investment Management
Washington
$217M 314
SWA
4894
ShankerValleau Wealth Advisors
Illinois
$217M +$21M +11% 24
IRAG
4895
Investment Research & Advisory Group
Georgia
$217M +$21.3M +11% 239
SFS
4896
Solitude Financial Services
Virginia
$217M +$34.5M +19% 50
FS
4897
Ferguson Shapiro
Georgia
$217M +$9.73M +5% 47
SFCM
4898
Savoir Faire Capital Management
Connecticut
$217M -$13.1M -6% 60
WCM
4899
Winthrop Capital Management
Indiana
$217M -$89.3M -29% 304
SCA
4900
Sandy Cove Advisors
Massachusetts
$217M +$21.8M +11% 134