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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 Avg Holding
Period (Yrs)
Institutional & Family Asset Management
2476
Institutional & Family Asset Management
Colorado
$611M -$3.53M -0.6% 2.95% 19% 782 12.4% 4
Means Investment Company
2477
Means Investment Company
Maine
$611M -$21.1M -3% 3.87% 87.9% 202 7.43% 3.3
ARS Wealth Advisors Group
2478
ARS Wealth Advisors Group
Florida
$610M -$19.5M -3% 3.55% 89.5% 155 15.48% 1.3
Security Benefit Life Insurance Company
2479
Security Benefit Life Insurance Company
Kansas
$610M -$270M -31% 7.42% 60.6% 60 20% 1.6
New England Asset Management
2480
New England Asset Management
Connecticut
$610M -$80M -12% 3.4% 55.6% 120 23.33% 5.5
Dean Investment Associates
2481
Dean Investment Associates
Ohio
$610M -$4.68M -0.8% 3.31% 63.5% 221 13.57% 3.9
Winthrop Advisory Group
2482
Winthrop Advisory Group
Massachusetts
$609M -$14.5M -2% 3.32% 78.3% 136 8.09% 3.4
Professional Advisory Services
2483
Professional Advisory Services
Florida
$608M -$50.7M -8% 2.91% 69.3% 73 9.59% 6.2
Bell Asset Management
2484
Bell Asset Management
Australia
$608M +$23.1M +4% 3.97% 45.3% 67 13.43% 3.6
Atlas Capital Advisors
2485
Atlas Capital Advisors
Wyoming
$607M -$52.4M -8% 2.14% – 937 12.06% 2.5
SIA
2486
Strategic Investment Advisors
Michigan
$607M -$114M -16% 3.09% 66.1% 248 31.85% 1.6
Baker Tilly Wealth Management
2487
Baker Tilly Wealth Management
Wisconsin
$607M -$346M -36% 3.47% 96.9% 562 21.53% 2.1
Alera Investment Advisors
2488
Alera Investment Advisors
Illinois
$607M +$143M +31% 3.69% 28.9% 175 10.29% 2.4
Pinnacle Wealth Planning Services
2489
Pinnacle Wealth Planning Services
Ohio
$607M -$12.5M -2% 0.89% 84.5% 491 14.66% 2.6
Signet Financial Management
2490
Signet Financial Management
New Jersey
$606M -$26.9M -4% 2.48% 65.2% 277 10.47% 2.5
Atlas FRM
2491
Atlas FRM
Connecticut
$605M +$82.5M +16% 11% 38.9% 11 18.18% 0.8
Keywise Capital Management (HK)
2492
Keywise Capital Management (HK)
Hong Kong
$604M +$54.9M +10% 19.2% 684% 10 0% 1.3
Foundation Resource Management
2493
Foundation Resource Management
Arkansas
$602M +$1.98M +0.3% 1.35% 84.5% 53 5.66% 7.1
Cahill Financial Advisors
2494
Cahill Financial Advisors
Minnesota
$602M -$16.1M -3% 3.85% 55.9% 247 6.48% 4.4
Freshford Capital Management
2495
Freshford Capital Management
New York
$602M -$51.8M -8% 3.35% 97.3% 23 21.74% 1.6
Hill Investment Group Partners
2496
Hill Investment Group Partners
Missouri
$602M +$46.6M +8% 2.53% 50.6% 67 13.43% 1.3
Strategic Global Advisors
2497
Strategic Global Advisors
California
$601M -$49M -8% 0.91% 137% 172 31.98% 1.8
Arden Trust
2498
Arden Trust
Delaware
$601M -$8.36M -1% 2.63% 22.5% 271 20.66% 4.6
Absher Wealth Management
2499
Absher Wealth Management
North Carolina
$600M -$3.73M -0.6% 3.38% 54.5% 59 6.78% 2.9
OCMI
2500
Oaktop Capital Management II
New Jersey
$599M -$58.7M -9% 5.25% 451% 15 6.67% 6.7