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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
SFA
2576
Sequoia Financial Advisors
Ohio
$230M -$6.76M -3% 6.16% 78.3% 201 20.4%
DCM
2577
Dinsmore Capital Management
New Jersey
$230M -$23.6M -9% 1.47% 143 9.09%
PJSIMP
2578
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230M -$25.6M -10% 6.05% 65.9% 165 21.21%
AIC
2579
Argus Investors Counsel
New York
$230M -$13.4M -6% 6.86% 124% 52 3.85%
LI
2580
Lafayette Investments
Maryland
$229M -$8.82M -4% 4.99% 77.9% 72 9.72%
BCM
2581
Birmingham Capital Management
Alabama
$229M -$27.1M -11% 8.78% 103% 110 12.73%
TAM
2582
Tealwood Asset Management
Minnesota
$229M -$26.6M -10% 10.7% 121% 86 12.79%
FCPV
2583
FS Capital Partners VI
California
$229M -$169M -42% 42.4% 1 0%
ARMC
2584
American Research & Management Company
Massachusetts
$229M -$17.6M -7% 6.44% 35.1% 413 9.69%
MIM
2585
Manitou Investment Management
Ontario, Canada
$229M 10.5% 57.2% 28
RIM
2586
Rampart Investment Management
Connecticut
$228M -$19.6M -8% 4.35% 74% 14 57.14%
IWMPD
2587
Integrated Wealth Management (Palm Desert)
California
$228M -$29.4M -11% 5.42% 1,482 9.99%
SCA
2588
Samson Capital Advisors
New York
$228M +$78.7M +53% 3.91% 78 55.13%
HA
2589
Harfst & Associates
Wyoming
$228M +$50M +28% 8.3% 82.5% 346 24.28%
RPGK
2590
Retirement Planning Group (Kansas)
Kansas
$228M -$16.5M -7% 7.03% 49.7% 58 6.9%
NBC
2591
Neuberger Berman Canada
Ontario, Canada
$228M -$143M -38% 7.21% 15.7% 211 43.6%
AEPG
2592
American Economic Planning Group
New Jersey
$228M -$15.4M -6% 6.28% 25.9% 46 15.22%
FBC
2593
Fairfield, Bush & Co
Connecticut
$228M -$105M -32% 7.82% 112% 170 21.76%
SUT
2594
SC US (TTGP)
California
$228M +$15.9M +8% 5.87% 65.2% 7 28.57%
GGPE
2595
Golden Gate Private Equity
California
$228M -$143M -39% 13.2% 8.72% 16 62.5%
SC
2596
ShearLink Capital
New York
$227M +$6.84M +3% 13.5% 49.1% 25 48%
JWA
2597
JFS Wealth Advisors
Pennsylvania
$227M +$32.3M +17% 7.93% 54.8% 625 40.96%
BIM
2598
Baldwin Investment Management
Pennsylvania
$227M -$14.7M -6% 5.14% 74.8% 135 7.41%
TCM
2599
Texan Capital Management
Texas
$227M -$20.9M -8% 9.91% 19.3% 161 13.66%
LPVHS
2600
Lexington Partners VI Holdings Sub
New York
$227M -$82M -27% 26.6% 1 0%