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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)
SKBA Capital Management
2601
SKBA Capital Management
California
$472M -$28.4M -6% 4.67% 53.9% 76 5.26% 3.8
Strategic Wealth Partners
2602
Strategic Wealth Partners
Ohio
$471M +$8.2M +2% 5.92% – 288 21.18% 1.8
ERFOTCOFW
2603
Employees Retirement Fund of the City of Fort Worth
Texas
$471M -$29.1M -6% 5.8% 31.5% 12 0% 0.4
ICA Group Wealth Management
2604
ICA Group Wealth Management
Colorado
$471M -$63.7M -12% 5.13% – 395 12.15% 0.5
Glassman Wealth Services
2605
Glassman Wealth Services
Virginia
$471M -$15.2M -3% 4.59% 62.6% 2,118 16.95% 2.9
HCR Wealth Advisors
2606
HCR Wealth Advisors
California
$471M -$27.6M -6% 3.29% 107% 181 9.39% 3.4
Investidor Profissional Gestao de Recursos
2607
Investidor Profissional Gestao de Recursos
Brazil
$470M +$75.5M +19% 2.44% 51.8% 25 28% 2.1
BFSG LLC
2608
BFSG LLC
California
$470M -$84M -15% 6.6% 81.9% 199 17.09% 2.2
Rodgers Brothers
2609
Rodgers Brothers
Pennsylvania
$469M -$36.7M -7% 7% 108% 198 5.05% 5.6
Glynn Capital Management
2610
Glynn Capital Management
California
$469M -$12.3M -3% 2.29% 252% 51 7.84% 4.7
BIM
2611
Bridgecreek Investment Management
Oklahoma
$468M -$14.3M -3% 2.05% 48.4% 111 9.01% 4
Blueshift Asset Management
2612
Blueshift Asset Management
New Jersey
$468M -$138M -23% 5.44% 38.8% 912 66.34% 0.3
Arosa Capital Management
2613
Arosa Capital Management
Florida
$467M -$150M -24% 22.1% 536% 89 66.29% 0.3
Winthrop Advisory Group
2614
Winthrop Advisory Group
Massachusetts
$467M +$40.9M +10% 3.96% 78.3% 129 17.05% 2.9
Rush Island Management
2615
Rush Island Management
New York
$466M +$9.01M +2% 10.7% 15.5% 22 63.64% 0.7
Madison Avenue Partners
2616
Madison Avenue Partners
New York
$466M -$22.7M -5% 8.35% 284% 22 45.45% 0.9
Yaupon Capital Management
2617
Yaupon Capital Management
New York
$466M +$182M +64% 4.7% 122% 109 53.21% 0.5
Parkside Investments
2618
Parkside Investments
Illinois
$466M -$9.7M -2% 3.84% 70.4% 94 19.15% 2.8
Patton Albertson Miller Group
2619
Patton Albertson Miller Group
Tennessee
$465M -$24.3M -5% 5.03% 117% 227 8.37% 4.1
Burleson & Co
2620
Burleson & Co
California
$465M +$4.19M +0.9% 0.68% 49.1% 516 21.9% 1.8
CBT
2621
Central Bank & Trust
Kentucky
$465M -$25.4M -5% 4.54% 118% 337 13.06% 5.4
IAIM
2622
International Assets Investment Management
Florida
$465M -$651M -58% 3.88% 88.5% 581 35.11% 1.3
Silver Oak Securities
2623
Silver Oak Securities
Tennessee
$465M +$18.6M +4% 4.84% 73.4% 514 59.73% 0.2
Lansdowne Partners (UK)
2624
Lansdowne Partners (UK)
United Kingdom
$465M -$244M -34% 7.54% 293% 24 33.33% 2.2
McCutchen Group
2625
McCutchen Group
Washington
$464M -$29M -6% 9.32% 2.54% 23 4.35% 7.6