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
FFA
5401
Fi3 Financial Advisors
Indiana
$121M -$7.62M -6% 58
UOMF
5402
University of Maryland Foundation
Maryland
$121M +$37.9M +46% 7
SNBOSD
5403
Security National Bank of So Dak
Iowa
$121M -$22.8M -16% 105
CH
5404
CVS Health
Rhode Island
$121M -$28.3M -19% 6
CS
5405
Capital Square
Tennessee
$121M -$19.7M -14% 162
GPA
5406
Garrison Point Advisors
California
$120M -$22.4M -16% 155
LI
5407
Latigo Investments
Florida
$120M -$23.3M -16% 17
MWA
5408
Miller Wealth Advisors
Colorado
$120M -$33.6M -22% 97
TF
5409
Threadgill Financial
Texas
$120M -$130M -52% 43
SIM
5410
Strategic Investment Management
Virginia
$120M -$19.5M -14% 10
ADBIC
5411
A.D. Beadell Investment Counsel
Wisconsin
$120M -$30.7M -20% 91
SFG
5412
Steward Financial Group
Texas
$120M +$8.07M +7% 1,503
NIMC
5413
Nierenberg Investment Management Company
Washington
$120M -$21.2M -15% 46
SIM
5414
Sterling Investment Management
Arizona
$120M -$21.9M -15% 78
RCM
5415
Riverpark Capital Management
New York
$120M -$59.6M -33% 33
MCM
5416
McMillion Capital Management
North Carolina
$120M -$41.3M -26% 222
RPG
5417
Resource Planning Group
Georgia
$120M -$19.1M -14% 73
II
5418
Ibex Investors
Colorado
$120M -$16.6M -12% 39
FAM
5419
Frontier Asset Management
Wyoming
$120M -$22.6M -16% 49
PIA
5420
Pinion Investment Advisors
Kansas
$120M -$24.3M -17% 175
DAM
5421
Derbend Asset Management
Georgia
$120M +$17.4M +17% 92
CWM
5422
Concentrum Wealth Management
California
$120M -$36.2M -23% 60
PWMG
5423
Pinnacle Wealth Management Group
Michigan
$119M -$13.4M -10% 123
GCM
5424
Gator Capital Management
Florida
$119M -$17.4M -13% 78
VLC
5425
Van Leeuwen & Company
New Jersey
$119M -$16.6M -12% 71