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
KCFA
5001
Key Client Fiduciary Advisors
New Jersey
$160M +$13.9M +10% 170
PIP
5002
Peachtree Investment Partners
Florida
$160M -$3.78M -2% 97
IIM
5003
Ironwood Investment Management
Massachusetts
$160M +$8.27M +5% 167
TCB
5004
Texas Capital Bancshares
Texas
$160M +$17.2M +12% 89
ML
5005
Mayport LLC
Massachusetts
$160M +$26M +19% 66
1CP
5006
11 Capital Partners
Connecticut
$160M +$1.07M +0.7% 13
PAM
5007
Peninsula Asset Management
Florida
$160M -$3.29M -2% 45
MPPW
5008
Mitchell & Pahl Private Wealth
Oklahoma
$160M +$7.37M +5% 155
LSA
5009
Lansing Street Advisors
Pennsylvania
$160M +$13.7M +9% 379
CCC
5010
Cincinnati Casualty Company
Ohio
$160M -$2.66M -2% 26
FCM
5011
FourWorld Capital Management
New York
$160M +$90.4M +131% 24
CFGF
5012
Compass Financial Group (Florida)
Florida
$159M +$6.1M +4% 32
UFG
5013
United Fire Group
Iowa
$159M -$9.73M -6% 46
CWP
5014
Corepath Wealth Partners
Arizona
$159M +$9.23M +6% 40
SP
5015
Successful Portfolios
Florida
$159M +$5.95M +4% 202
SVG
5016
Sun Valley Gold
Idaho
$159M +$12.7M +9% 13
BCM
5017
Brookmont Capital Management
Texas
$159M -$3.85M -2% 51
CWA
5018
Clarus Wealth Advisors
Arizona
$159M +$6.42M +4% 149
TB
5019
Treynor Bancshares
Iowa
$159M +$13.8M +10% 73
HCM
5020
HMS Capital Management
Tennessee
$159M +$11.4M +8% 114
CWM
5021
Collaborative Wealth Management
Florida
$159M +$6.55M +4% 178
SCM
5022
Sterneck Capital Management
Missouri
$159M +$7.9M +5% 104
AC
5023
Aristides Capital
Kentucky
$159M -$3.37M -2% 271
TCMP
5024
Thrive Capital Management (Pennsylvania)
Pennsylvania
$158M +$5.57M +4% 128
DWMG
5025
DB Wealth Management Group
California
$158M +$4.13M +3% 359