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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
UA
2626
Unison Advisors
District of Columbia
$520M +$77.2M +17% 19.4% 54.6% 186 3.76%
LM
2627
Luminus Management
Texas
$520M +$91M +21% 13.4% 13.1% 72 79.17%
ACM
2628
Academy Capital Management
Texas
$520M +$52.5M +11% 6.51% 71.3% 34 17.65%
DW
2629
Domani Wealth
Pennsylvania
$519M +$26.9M +5% 4.63% 48.6% 132 6.82%
ACP
2630
Aviance Capital Partners
Florida
$518M +$23.7M +5% 7.12% 83.6% 284 19.01%
MAM
2631
MPM Asset Management
Massachusetts
$518M -$189M -27% 13.2% 5.89% 8 0%
AWM
2632
Apollon Wealth Management
South Carolina
$517M +$148M +40% 4.56% 87.5% 383 60.84%
CIPU
2633
Caledonia Investments plc (UK)
United Kingdom
$517M +$21.6M +4% 5.72% 48.7% 11 0%
IFAM
2634
Institutional & Family Asset Management
Colorado
$517M +$40.3M +8% 7.01% 19% 1,024 22.95%
SAM
2635
Sycomore Asset Management
France
$516M +$38.3M +8% 1.61% 151% 108 49.07%
PPSG
2636
Princeton Portfolio Strategies Group
New Jersey
$516M +$10.3M +2% 3.76% 83.8% 157 4.46%
QA
2637
Quantitative Advantage
Minnesota
$516M +$42.3M +9% 5.16% 45.9% 69 26.09%
DF
2638
Donoghue Forlines
Massachusetts
$515M -$2.51M -0.5% 4.91% 121% 329 62.01%
ACA
2639
Atlas Capital Advisors
Wyoming
$514M +$38.8M +8% 5.42% 845 30.18%
SM
2640
Sabby Management
Florida
$514M -$7.79M -1% 57.5% 95.9% 206 70.87%
LG
2641
LaFleur & Godfrey
Michigan
$514M +$25.4M +5% 3.44% 85.2% 98 13.27%
CA
2642
Calton & Associates
Florida
$514M -$46.6M -8% 4.7% 55.3% 439 22.55%
KFGK
2643
Keystone Financial Group (Kentucky)
Kentucky
$513M +$32.4M +7% 5.54% 116% 293 13.99%
VVM
2644
Versant Venture Management
California
$513M -$450M -47% 4.53% 376% 13 23.08%
KFP
2645
KMG Fiduciary Partners
Ohio
$513M +$38.3M +8% 5.13% 98% 178 16.29%
RWA
2646
RGT Wealth Advisors
Texas
$512M +$35.8M +8% 4.55% 9.35% 73 23.29%
IIA
2647
IPG Investment Advisors
California
$512M +$81.3M +19% 15.8% 78.6% 221 36.65%
VNA
2648
Valley National Advisers
Pennsylvania
$512M +$35.1M +7% 4.75% 79% 936 13.35%
GIP
2649
Greatmark Investment Partners
Georgia
$512M +$49.7M +11% 12.3% 62% 138 10.87%
CFD
2650
Creative Financial Designs
Indiana
$512M +$43.5M +9% 3.9% 56.2% 1,392 14.44%