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
SGA
2301
Strategic Global Advisors
California
$685M -$89.6M -12% 148
GAB
2302
German American Bancorp
Indiana
$684M -$29.4M -4% 108
CFG
2303
CKW Financial Group
Hawaii
$684M +$28.3M +4% 256
RFM
2304
Royal Fund Management
Florida
$684M -$13.9M -2% 202
LGWM
2305
Litman Gregory Wealth Management
California
$683M +$94.8M +16% 84
MSFS
2306
Main Street Financial Solutions
Pennsylvania
$683M -$24.3M -3% 495
AA
2307
Apriem Advisors
California
$682M -$25.1M -4% 161
WCM
2308
Woodson Capital Management
Connecticut
$682M -$152M -18% 40
F
2309
F3Logic
Minnesota
$681M -$175M -20% 255
AAA
2310
Adams Asset Advisors
Texas
$680M +$131M +24% 79
ECM
2311
Estabrook Capital Management
New York
$680M -$24.6M -3% 457
AP
2312
Adero Partners
California
$680M +$70.2M +12% 167
TIM
2313
Thompson Investment Management
Wisconsin
$680M -$25.9M -4% 203
NPPM
2314
North Point Portfolio Managers
Ohio
$679M -$83.6M -11% 83
ICM
2315
Ionic Capital Management
New York
$678M +$92.5M +16% 502
IWS
2316
Insight Wealth Strategies
California
$678M -$23.5M -3% 170
VCM
2317
Violich Capital Management
California
$677M -$19M -3% 125
SEM
2318
Suncoast Equity Management
Florida
$676M -$113M -14% 62
RCA
2319
Resonant Capital Advisors
Wisconsin
$674M +$9.73M +1% 232
BIM
2320
Bridgecreek Investment Management
Oklahoma
$674M -$57.9M -8% 125
RIM
2321
Redwood Investment Management
Arizona
$673M -$90.2M -12% 369
HWA
2322
Heartwood Wealth Advisors
Virginia
$672M +$5.81M +0.9% 124
BCC
2323
Biglari Capital Corp
Texas
$671M +$10.1M +2% 11
BCM
2324
Bayesian Capital Management
New York
$670M +$354M +112% 972
LWIC
2325
Leith Wheeler Investment Counsel
British Columbia, Canada
$670M -$37.4M -5% 61