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
WCBA
5651
Weaver C. Barksdale & Associates
Tennessee
$113M +$13.8M +14% 65
SG
5652
Somerset Group
Minnesota
$113M +$3.95M +4% 70
MC
5653
Muzinich & Co
New York
$113M +$10.6M +10% 57
SAM
5654
Silverhawk Asset Management
Arizona
$113M +$13.6M +14% 35
SW
5655
Simplicity Wealth
New Jersey
$113M +$38.8M +52% 102
SIRP
5656
Shelter Insurance Retirement Plan
Missouri
$113M -$25.7M -18% 8
ASFA
5657
All Season Financial Advisors
Colorado
$113M +$21M +23% 143
DTC
5658
Davidson Trust Company
Washington
$113M +$9.06M +9% 110
DEM
5659
Disciplined Equity Management
Florida
$113M +$11.7M +12% 57
BW
5660
Basepoint Wealth
Iowa
$113M +$19.3M +21% 91
PWIA
5661
Porter White Investment Advisors
Alabama
$113M 20
PWMG
5662
Pinnacle Wealth Management Group
Michigan
$113M -$610K -0.5% 111
IVMX
5663
Institutional Venture Management XIII
California
$113M -$25M -18% 4
KC
5664
Kenfarb & Co
Kentucky
$113M +$7.59M +7% 235
BA
5665
Bluesphere Advisors
Pennsylvania
$113M +$12.5M +12% 85
CF
5666
Convergence Financial
Missouri
$113M +$21.5M +24% 28
GWAM
5667
Guardian Wealth Advisors (Minnesota)
Minnesota
$113M +$9.74M +9% 66
MC
5668
Matisse Capital
Oregon
$113M +$33.7M +43% 136
UONDDL
5669
University of Notre Dame du Lac
Indiana
$113M +$15.3M +16% 1
FCM
5670
Fairbanks Capital Management
California
$113M +$5.18M +5% 53
MJB
5671
Mark J. Bradley
$112M +$4.46M +4% 47
ACMA
5672
Arbor Capital Management (Alaska)
Alaska
$112M +$1.53M +1% 106
BWM
5673
Birchcreek Wealth Management
Ohio
$112M +$4.55M +4% 125
NC
5674
Naman Capital
Brazil
$112M -$31.2M -22% 19
PSIWM
5675
Paradigm Strategies in Wealth Management
Minnesota
$112M +$2.7M +2% 42