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
AF
5651
Aegis Financial
Virginia
$114M 28
AWM
5652
Altus Wealth Management
Kentucky
$114M -$3.28M -3% 35
WCBA
5653
Weaver C. Barksdale & Associates
Tennessee
$113M +$13.8M +14% 65
SG
5654
Somerset Group
Minnesota
$113M +$3.95M +4% 70
MC
5655
Muzinich & Co
New York
$113M +$10.6M +10% 57
SAM
5656
Silverhawk Asset Management
Arizona
$113M +$13.6M +14% 35
SW
5657
Simplicity Wealth
New Jersey
$113M +$38.8M +52% 102
SIRP
5658
Shelter Insurance Retirement Plan
Missouri
$113M -$25.7M -18% 8
ASFA
5659
All Season Financial Advisors
Colorado
$113M +$21M +23% 143
DTC
5660
Davidson Trust Company
Washington
$113M +$9.06M +9% 110
DEM
5661
Disciplined Equity Management
Florida
$113M +$11.7M +12% 57
BW
5662
Basepoint Wealth
Iowa
$113M +$19.3M +21% 91
PWIA
5663
Porter White Investment Advisors
Alabama
$113M 20
PWMG
5664
Pinnacle Wealth Management Group
Michigan
$113M -$610K -0.5% 111
IVMX
5665
Institutional Venture Management XIII
California
$113M -$25M -18% 4
KC
5666
Kenfarb & Co
Kentucky
$113M +$7.59M +7% 235
BA
5667
Bluesphere Advisors
Pennsylvania
$113M +$12.5M +12% 85
CF
5668
Convergence Financial
Missouri
$113M +$21.5M +24% 28
GWAM
5669
Guardian Wealth Advisors (Minnesota)
Minnesota
$113M +$9.74M +9% 66
MC
5670
Matisse Capital
Oregon
$113M +$33.7M +43% 136
UONDDL
5671
University of Notre Dame du Lac
Indiana
$113M +$15.3M +16% 1
FCM
5672
Fairbanks Capital Management
California
$113M +$5.18M +5% 53
MJB
5673
Mark J. Bradley
$112M +$4.46M +4% 47
ACMA
5674
Arbor Capital Management (Alaska)
Alaska
$112M +$1.53M +1% 106
BWM
5675
Birchcreek Wealth Management
Ohio
$112M +$4.55M +4% 125