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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
SGA
2676
Strategic Global Advisors
California
$308M +$46.9M +18% 7.49% 137% 181 11.05%
PL
2677
Polianta Ltd
Jersey
$308M -$8.2M -3% 4.12% 31.6% 99 51.52%
AA
2678
Advisory Alpha
Michigan
$308M -$50.1M -14% 1.65% 50.3% 156 41.67%
RRC
2679
Relaxing Retirement Coach
Massachusetts
$308M 3.51% 28.6% 53
MBT
2680
Montecito Bank & Trust
California
$307M +$18.7M +6% 5% 181 7.18%
AWA
2681
Arete Wealth Advisors
Illinois
$307M +$56.2M +22% 3.31% 85.3% 343 30.32%
RB
2682
Rodgers Brothers
Pennsylvania
$307M +$22.4M +8% 5.97% 108% 182 13.19%
WDL
2683
Well Done LLC
Michigan
$307M -$19.4M -6% 5.59% 77% 159 37.74%
PL
2684
Plancorp LLC
Missouri
$307M -$32M -9% 3.64% 67.3% 175 6.86%
UFG
2685
United Fire Group
Iowa
$306M +$9.3M +3% 4.91% 27.4% 118 5.08%
CFP
2686
Cornerstone Financial Partners
North Carolina
$306M +$42.2M +16% 5.82% 142 29.58%
SM
2687
SG3 Management
Puerto Rico
$305M -$130M -30% 2.51% 38.3% 230 78.26%
DAS
2688
Dynamic Advisor Solutions
Arizona
$305M +$52.3M +21% 5.55% 64% 258 18.99%
WA
2689
Wealth Architects
California
$305M +$17.3M +6% 5.09% 80.1% 140 14.29%
RIM
2690
Regent Investment Management
Kentucky
$305M +$7.82M +3% 5.22% 44% 214 5.61%
PCM
2691
Piermont Capital Management
Missouri
$305M +$2.79M +0.9% 3.97% 33.2% 274 25.18%
NFAM
2692
North Fourth Asset Management
New Jersey
$304M 12.5% 104% 67
WWM
2693
Willingdon Wealth Management
North Carolina
$304M +$29.6M +11% 4.91% 15.3% 382 28.53%
AAMA
2694
Advanced Asset Management Advisors
Ohio
$304M 6.3% 82.5% 124
JAM
2695
JCIC Asset Management
Ontario, Canada
$304M +$10.6M +4% 5.31% 71 22.54%
YU
2696
Yale University
Connecticut
$304M -$139M -31% 0.78% 33.7% 8 50%
EGPO
2697
EnTrust Global Partners Offshore
New York
$304M 1.16% 51
PCMK
2698
Paragon Capital Management (Kansas)
Kansas
$304M +$5.7M +2% 6.71% 87.5% 67 17.91%
TRIM
2699
Thompson Rubinstein Investment Management
Oregon
$304M +$17.2M +6% 7.12% 42.8% 80 3.75%
PA
2700
Paracle Advisors
Washington
$304M +$12.7M +4% 4.44% 30.9% 48 12.5%