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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
UAS
2576
United Asset Strategies
New York
$217M -$6.77M -3% 5.6% 94.6% 143 22.38%
FBT
2577
First Bankers Trust
Kentucky
$217M -$18.6M -8% 5.81% 78.9% 154 10.39%
AHS
2578
Aspiriant Holdings S3
California
$217M -$33.7M -13% 7.54% 114 14.91%
SEM
2579
Suncoast Equity Management
Florida
$217M -$7.85M -3% 3.8% 72.9% 23 21.74%
LA
2580
LVW Advisors
New York
$217M -$18.2M -8% 8.68% 71.5% 158 22.15%
HFS
2581
Haverford Financial Services
Pennsylvania
$217M -$20M -8% 8.42% 57.8% 48 16.67%
LCM
2582
LG Capital Management
Maryland
$216M -$65.7M -23% 2.26% 60 53.33%
GIP
2583
Greatmark Investment Partners
Georgia
$216M -$17.7M -8% 7.46% 62% 88 6.82%
BCB
2584
Brian C. Broderick
$216M -$18.9M -8% 7.08% 64.8% 109 11.93%
QOP
2585
Quinn Opportunity Partners
Virginia
$216M +$5.38M +3% 7.05% 67.2% 148 41.89%
SPIA
2586
Strategic Point Investment Advisors
Rhode Island
$216M -$290M -57% 6.38% 51.9% 12 8.33%
CIG
2587
Consolidated Investment Group
Colorado
$216M +$3.78M +2% 8.44% 140% 75 13.33%
WPC
2588
White Pine Capital
Minnesota
$216M -$18M -8% 6.7% 100% 228 11.4%
AUB
2589
Atlantic Union Bankshares
Virginia
$215M +$3.88M +2% 5.47% 66% 142 19.72%
EDRE
2590
Edmond de Rothschild (Europe)
Luxembourg
$215M -$96.6M -31% 6.15% 294 21.09%
ECM
2591
Exchange Capital Management
Michigan
$215M -$29.8M -12% 5.23% 57.8% 93 16.13%
IIA
2592
IPG Investment Advisors
California
$215M -$60.5M -22% 13.6% 78.6% 150 28%
GAM
2593
Guinness Asset Management
United Kingdom
$215M -$45.1M -17% 15.3% 57.8% 85 14.12%
RC
2594
Rivulet Capital
New Jersey
$214M +$27.2M +15% 14.4% 27.4% 10 30%
CPA
2595
Cowen Prime Advisors
New York
$214M -$41M -16% 9.3% 116% 309 27.18%
CCMINC
2596
Cardinal Capital Management Inc (North Carolina)
North Carolina
$214M -$15.1M -7% 5.4% 77.6% 123 8.13%
PFA
2597
Pure Financial Advisors
California
$214M +$11.6M +6% 5.85% 37.2% 75 21.33%
HC
2598
Hawkins Capital
Texas
$214M -$71.7M -25% 10.6% 8.11% 20 25%
SP
2599
Stairway Partners
Illinois
$214M -$18.7M -8% 9.91% 43.9% 8 0%
AMG
2600
Asset Management Group
Connecticut
$213M -$8.35M -4% 6.41% 45% 102 5.88%