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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)
Fulcrum Capital
2676
Fulcrum Capital
Washington
$308M – – 5.86% 102% 73 – 0
Strategic Global Advisors
2677
Strategic Global Advisors
California
$308M +$46.9M +18% 7.49% 137% 181 11.05% 1.6
PL
2678
Polianta Ltd
Jersey
$308M -$8.2M -3% 4.12% 31.6% 99 51.52% 0.4
Advisory Alpha
2679
Advisory Alpha
Michigan
$308M -$50.1M -14% 1.65% 50.3% 156 41.67% 1.3
Relaxing Retirement Coach
2680
Relaxing Retirement Coach
Massachusetts
$308M – – 3.51% 28.6% 53 – 0
Montecito Bank & Trust
2681
Montecito Bank & Trust
California
$307M +$18.7M +6% 5% – 181 7.18% 2.5
Arete Wealth Advisors
2682
Arete Wealth Advisors
Illinois
$307M +$56.2M +22% 3.31% 85.3% 343 30.32% 1.2
Rodgers Brothers
2683
Rodgers Brothers
Pennsylvania
$307M +$22.4M +8% 5.97% 108% 182 13.19% 3
Well Done LLC
2684
Well Done LLC
Michigan
$307M -$19.4M -6% 5.59% 80.4% 159 37.74% 1.3
Plancorp LLC
2685
Plancorp LLC
Missouri
$307M -$32M -9% 3.64% 67.3% 175 6.86% 1.3
United Fire Group
2686
United Fire Group
Iowa
$306M +$9.3M +3% 4.91% 27.4% 118 5.08% 3.9
CFP
2687
Cornerstone Financial Partners
North Carolina
$306M +$42.2M +16% 5.82% – 142 29.58% 1
SM
2688
SG3 Management
Puerto Rico
$305M -$130M -30% 2.51% 38.7% 230 78.26% 0.2
Dynamic Advisor Solutions
2689
Dynamic Advisor Solutions
Arizona
$305M +$52.3M +21% 5.55% 70.9% 258 18.99% 1.8
Wealth Architects
2690
Wealth Architects
California
$305M +$17.3M +6% 5.09% 80.1% 140 14.29% 2.1
RIM
2691
Regent Investment Management
Kentucky
$305M +$7.82M +3% 5.22% 44% 214 5.61% 3.1
PCM
2692
Piermont Capital Management
Missouri
$305M +$2.79M +0.9% 3.97% 33.2% 274 25.18% 1
NFAM
2693
North Fourth Asset Management
New Jersey
$304M – – 12.5% 104% 67 – 0
Willingdon Wealth Management
2694
Willingdon Wealth Management
North Carolina
$304M +$29.6M +11% 4.91% 15.3% 382 28.53% 0.7
Advanced Asset Management Advisors
2695
Advanced Asset Management Advisors
Ohio
$304M – – 6.3% 93.6% 124 – 0
JCIC Asset Management
2696
JCIC Asset Management
Ontario, Canada
$304M +$10.6M +4% 5.31% – 71 22.54% 1.9
Yale University
2697
Yale University
Connecticut
$304M -$139M -31% 0.78% 33.7% 8 50% 0.6
EnTrust Global Partners Offshore
2698
EnTrust Global Partners Offshore
New York
$304M – – 1.17% – 51 – 0
PCMK
2699
Paragon Capital Management (Kansas)
Kansas
$304M +$5.7M +2% 6.71% 87.5% 67 17.91% 3.1
TRIM
2700
Thompson Rubinstein Investment Management
Oregon
$304M +$17.2M +6% 7.12% 42.8% 80 3.75% 3.9