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
MTIC
5101
Missouri Trust & Investment Company
Missouri
$173M 400
SC
5102
Steph & Co
Wisconsin
$173M +$16.6M +11% 304
BFAG
5103
Blackston Financial Advisory Group
Florida
$173M 92
AMC
5104
Asset Management Corp
Illinois
$173M +$12.7M +8% 187
KM
5105
Kylin Management
New York
$173M +$46.8M +37% 8
HFP
5106
Holistic Financial Partners
Indiana
$172M +$10.3M +6% 125
WLPWM
5107
Walled Lake Planning & Wealth Management
Illinois
$172M +$10.3M +6% 339
LAIC
5108
Lederer & Associates Investment Counsel
California
$172M +$17.6M +11% 89
FA
5109
Fortis Advisors
Pennsylvania
$172M +$8.61M +5% 295
PBC
5110
Pavion Blue Capital
California
$172M +$11.3M +7% 93
IAC
5111
ION Acquisition Corp
Israel
$172M 5
WOSD
5112
WFA of San Diego
California
$172M +$29.1M +20% 177
LFWA
5113
LBJ Family Wealth Advisors
Texas
$172M +$4.36M +3% 23
BEP
5114
Brookside Equity Partners
Connecticut
$172M -$88.4M -34% 7
SN
5115
Sittner & Nelson
Oregon
$172M +$16.9M +11% 455
AWM
5116
AllSquare Wealth Management
New York
$172M +$4.39M +3% 518
FWM
5117
FSA Wealth Management
Massachusetts
$172M +$10.9M +7% 47
CWA
5118
Capital Wealth Alliance
Arizona
$172M +$7.09M +4% 156
KIC
5119
Kensington Investment Counsel
California
$172M 88
SIAG
5120
Safeguard Investment Advisory Group
California
$171M +$16.8M +11% 94
LA
5121
Lindenwold Advisors
Pennsylvania
$171M 128
MAG
5122
Millrace Asset Group
Pennsylvania
$171M +$11.2M +7% 93
HCM
5123
Hutner Capital Management
Vermont
$171M +$18.5M +12% 46
HIGP
5124
Hill Investment Group Partners
Missouri
$171M +$16.4M +11% 32
GCM
5125
GoodHaven Capital Management
New Jersey
$171M +$17.5M +11% 27