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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
IFAM
2476
Institutional & Family Asset Management
Colorado
$611M -$3.53M -0.6% 2.95% 19% 782 12.4%
MIC
2477
Means Investment Company
Maine
$611M -$21.1M -3% 3.87% 87.9% 202 7.43%
AWAG
2478
ARS Wealth Advisors Group
Florida
$610M -$19.5M -3% 3.55% 77.1% 155 15.48%
SBLIC
2479
Security Benefit Life Insurance Company
Kansas
$610M -$270M -31% 7.42% 60.6% 60 20%
NEAM
2480
New England Asset Management
Connecticut
$610M -$80M -12% 3.4% 55.6% 120 23.33%
DIA
2481
Dean Investment Associates
Ohio
$610M -$4.68M -0.8% 3.31% 63.5% 221 13.57%
WAG
2482
Winthrop Advisory Group
Massachusetts
$609M -$14.5M -2% 3.32% 70.4% 136 8.09%
PAS
2483
Professional Advisory Services
Florida
$608M -$50.7M -8% 2.91% 61.8% 73 9.59%
BAM
2484
Bell Asset Management
Australia
$608M +$23.1M +4% 3.97% 32.7% 67 13.43%
ACA
2485
Atlas Capital Advisors
Wyoming
$607M -$52.4M -8% 2.14% 937 12.06%
SIA
2486
Strategic Investment Advisors
Michigan
$607M -$114M -16% 3.09% 66.1% 248 31.85%
BTWM
2487
Baker Tilly Wealth Management
Wisconsin
$607M -$346M -36% 3.47% 83.6% 562 21.53%
AIA
2488
Alera Investment Advisors
Illinois
$607M +$143M +31% 3.69% 28.9% 175 10.29%
PWPS
2489
Pinnacle Wealth Planning Services
Ohio
$607M -$12.5M -2% 0.89% 82.1% 491 14.66%
SFM
2490
Signet Financial Management
New Jersey
$606M -$26.9M -4% 2.48% 65.2% 277 10.47%
AF
2491
Atlas FRM
Connecticut
$605M +$82.5M +16% 11% 38.9% 11 18.18%
KCMH
2492
Keywise Capital Management (HK)
Hong Kong
$604M +$54.9M +10% 19.2% 684% 10 0%
FRM
2493
Foundation Resource Management
Arkansas
$602M +$1.98M +0.3% 1.35% 67.8% 53 5.66%
CFA
2494
Cahill Financial Advisors
Minnesota
$602M -$16.1M -3% 3.85% 55.9% 247 6.48%
FCM
2495
Freshford Capital Management
New York
$602M -$51.8M -8% 3.35% 97.3% 23 21.74%
HIGP
2496
Hill Investment Group Partners
Missouri
$602M +$46.6M +8% 2.53% 50.6% 67 13.43%
SGA
2497
Strategic Global Advisors
California
$601M -$49M -8% 0.91% 137% 172 31.98%
AT
2498
Arden Trust
Delaware
$601M -$8.36M -1% 2.63% 22.5% 271 20.66%
AWM
2499
Absher Wealth Management
North Carolina
$600M -$3.73M -0.6% 3.38% 54.5% 59 6.78%
OCMI
2500
Oaktop Capital Management II
New Jersey
$599M -$58.7M -9% 5.25% 451% 15 6.67%