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
HWA
2426
Heartwood Wealth Advisors
Virginia
$666M +$23.3M +4% 107
SGK
2427
Steigerwald Gordon & Koch
Virginia
$665M +$53.5M +9% 125
CCFM
2428
Clear Creek Financial Management
Washington
$665M +$42.4M +7% 392
RCA
2429
Resonant Capital Advisors
Wisconsin
$665M +$90M +16% 213
SAM
2430
Sectoral Asset Management
Quebec, Canada
$664M -$538M -45% 142
CIC
2431
Cutler Investment Counsel
Oregon
$664M +$30.9M +5% 98
LOIM
2432
Liberty One Investment Management
Illinois
$664M +$78.4M +13% 152
RA
2433
Rodgers & Associates
Pennsylvania
$664M +$49.1M +8% 94
CFD
2434
Creative Financial Designs
Indiana
$664M +$59.1M +10% 1,526
LIA
2435
LS Investment Advisors
Michigan
$663M -$114M -15% 168
NEWAS
2436
N.E.W. Advisory Services
Wisconsin
$662M +$48.4M +8% 140
BCC
2437
Biglari Capital Corp
Texas
$660M -$66.8M -9% 14
SFM
2438
Signet Financial Management
New Jersey
$660M +$81M +14% 1,476
MIM
2439
Morningstar Investment Management
Illinois
$660M +$60.2M +10% 47
C
2440
Chescapmanager
Maryland
$659M +$12.3M +2% 68
RBCM
2441
Raub Brock Capital Management
California
$658M $0 0% 66
HI
2442
Hendershot Investments
Virginia
$658M +$128M +24% 152
SCA
2443
Stillwater Capital Advisors
Pennsylvania
$657M +$50.3M +8% 77
LC
2444
Lindbrook Capital
California
$657M +$275M +72% 2,273
HAM
2445
Hillcrest Asset Management
Texas
$656M -$42.7M -6% 65
WAM
2446
Wallington Asset Management
Indiana
$656M +$54.7M +9% 83
CFG
2447
CKW Financial Group
Hawaii
$656M +$7.75M +1% 247
RWA
2448
RGT Wealth Advisors
Texas
$655M +$149M +29% 350
RCM
2449
Ratan Capital Management
Florida
$655M -$119M -15% 168
ASP
2450
Adams Street Partners
Illinois
$655M -$124M -16% 36