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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
JCM
2626
Jacobi Capital Management
Pennsylvania
$309M +$13.9M +5% 4.64% 62.7% 981 8.15%
FC
2627
Fulcrum Capital
Washington
$308M 5.86% 83.4% 73
SGA
2628
Strategic Global Advisors
California
$308M +$46.9M +18% 7.49% 110% 181 11.05%
PL
2629
Polianta Ltd
Jersey
$308M -$8.2M -3% 4.12% 31.6% 99 51.52%
AA
2630
Advisory Alpha
Michigan
$308M -$50.1M -14% 1.65% 38.9% 156 41.67%
RRC
2631
Relaxing Retirement Coach
Massachusetts
$308M 3.51% 28.6% 53
MBT
2632
Montecito Bank & Trust
California
$307M +$18.7M +6% 5% 181 7.18%
AWA
2633
Arete Wealth Advisors
Illinois
$307M +$56.2M +22% 3.31% 63.9% 343 30.32%
RB
2634
Rodgers Brothers
Pennsylvania
$307M +$22.4M +8% 5.97% 75.7% 182 13.19%
WDL
2635
Well Done LLC
Michigan
$307M -$19.4M -6% 5.59% 77% 159 37.74%
PL
2636
Plancorp LLC
Missouri
$307M -$32M -9% 3.64% 67.3% 175 6.86%
UFG
2637
United Fire Group
Iowa
$306M +$9.3M +3% 4.91% 27.4% 118 5.08%
CFP
2638
Cornerstone Financial Partners
North Carolina
$306M +$42.2M +16% 5.82% 142 29.58%
SM
2639
SG3 Management
Puerto Rico
$305M -$130M -30% 2.51% 38.3% 230 78.26%
DAS
2640
Dynamic Advisor Solutions
Arizona
$305M +$52.3M +21% 5.55% 64% 258 18.99%
WA
2641
Wealth Architects
California
$305M +$17.3M +6% 5.09% 80.1% 140 14.29%
RIM
2642
Regent Investment Management
Kentucky
$305M +$7.82M +3% 5.22% 44% 214 5.61%
PCM
2643
Piermont Capital Management
Missouri
$305M +$2.79M +0.9% 3.97% 33.2% 274 25.18%
NFAM
2644
North Fourth Asset Management
New Jersey
$304M 12.5% 104% 67
WWM
2645
Willingdon Wealth Management
North Carolina
$304M +$29.6M +11% 4.91% 15.3% 382 28.53%
AAMA
2646
Advanced Asset Management Advisors
Ohio
$304M 6.3% 82.5% 124
JAM
2647
JCIC Asset Management
Ontario, Canada
$304M +$10.6M +4% 5.31% 71 22.54%
YU
2648
Yale University
Connecticut
$304M -$139M -31% 0.78% 41.5% 8 50%
EGPO
2649
EnTrust Global Partners Offshore
New York
$304M 1.16% 51
PCMK
2650
Paragon Capital Management (Kansas)
Kansas
$304M +$5.7M +2% 6.71% 75.8% 67 17.91%