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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
SFS
2626
Summit Financial Strategies
Ohio
$508M +$43.2M +9% 6.51% 57.8% 129 9.3%
WAM
2627
Warberg Asset Management
Illinois
$507M -$131M -21% 0.3% 49.8% 329 42.55%
AIP
2628
Almanack Investment Partners
Pennsylvania
$507M +$37.8M +8% 2.89% 56.8% 182 15.93%
CAM
2629
Claret Asset Management
Quebec, Canada
$507M +$53.8M +12% 12.9% 73.3% 160 11.88%
RWM
2630
Rockwood Wealth Management
Pennsylvania
$506M +$78.1M +18% 4.53% 48.9% 74 10.81%
MSR
2631
Main Street Research
Connecticut
$506M +$95.8M +23% 6.92% 159% 109 26.61%
RIA
2632
Recurrent Investment Advisors
Texas
$506M +$36.8M +8% 0.51% 109% 53 18.87%
TCA
2633
Teewinot Capital Advisers
New York
$506M +$58.2M +13% 23.6% 159% 40 37.5%
BCVI
2634
Bain Capital Venture Investors
Massachusetts
$505M +$7.39M +1% 7.24% 82.1% 3 0%
HM
2635
HCEP Management
Hong Kong
$505M +$105M +26% 22.7% 104% 10 30%
HWA
2636
HCR Wealth Advisors
California
$505M +$28.7M +6% 10.7% 91% 184 8.15%
MCM
2637
Mainstay Capital Management
Michigan
$505M +$54.7M +12% 7.28% 107% 121 22.31%
CL
2638
CIM LLC
New York
$505M +$565K +0.1% 13% 92.1% 156 10.9%
TFCP
2639
Twin Focus Capital Partners
Massachusetts
$504M +$25.4M +5% 5.86% 92.5% 230 8.26%
KA
2640
KLCM Advisors
Wisconsin
$504M +$11.9M +2% 3.87% 97.4% 142 15.49%
DA
2641
Dillon & Associates
Michigan
$504M +$41.7M +9% 14% 92% 79 3.8%
CEI
2642
Clark Estates Inc
New York
$504M +$22.4M +5% 8.2% 31.4% 104 34.62%
CI
2643
Cigna Investments
Connecticut
$503M +$21.8M +5% 9.74% 138% 468 6.84%
MIG
2644
McGuire Investment Group
Rhode Island
$503M +$41.1M +9% 13.6% 184% 121 9.09%
NRI
2645
NFP Retirement Inc
California
$503M +$47.2M +10% 4.94% 38.9% 256 11.33%
AF
2646
Atlas FRM
Connecticut
$502M -$12.9M -3% 1.92% 17.9% 8 12.5%
CM
2647
Condire Management
Texas
$502M -$46M -8% 0.27% 252% 19 26.32%
PIM
2648
Parker Investment Management
California
$502M +$97.3M +24% 13.9% 173% 36 41.67%
HIC
2649
Hartline Investment Corp
Illinois
$501M +$61.4M +14% 18.6% 201% 111 6.31%
EEP
2650
Edgehill Endowment Partners
Connecticut
$501M +$41.2M +9% 5.55% 11.6% 9 0%