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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
WFG
2701
Windsor Financial Group
Minnesota
$219M +$520K +0.2% 3.04% 15.3% 75 4%
SIRP
2702
Shelter Insurance Retirement Plan
Missouri
$219M +$3.57M +2% 4.36% 51.1% 42 2.38%
WAMC
2703
Western Asset Management Company
California
$219M +$72M +49% 3.81% 2.29% 77 75.32%
CA
2704
Cambridge Advisors
Nebraska
$219M +$3.37M +2% 2.11% 52.9% 132 3.79%
AS
2705
AIA (Singapore)
Singapore
$219M -$2.25M -1% 2.32% 15.4% 4 0%
MC
2706
Muzinich & Co
New York
$219M -$6.57M -3% 2.05% 6.67% 55 5.45%
PGA
2707
Portland Global Advisors
Maine
$218M +$9.48M +5% 2.87% 32.8% 102 2.94%
FFS
2708
Founders Financial Securities
Maryland
$218M +$5.48M +3% 1.68% 52.3% 84 36.9%
HP
2709
HealthInvest Partners
Sweden
$218M +$4.51M +2% 0.9% 22 36.36%
AA
2710
Advisory Alpha
Michigan
$218M +$30.6M +16% 2.21% 38.9% 75 24%
FPIS
2711
Financial Planning & Information Services
Wisconsin
$218M +$23.3M +12% 2.13% 13% 35 2.86%
TCM
2712
Texan Capital Management
Texas
$218M +$3.91M +2% 6.8% 19.3% 159 16.35%
MG
2713
McCutchen Group
Washington
$218M +$7.45M +4% 2.13% 2.54% 18 0%
UBWV
2714
United Bank (West Virginia)
West Virginia
$218M -$927K -0.4% 2.45% 22.5% 112 11.61%
DA
2715
Dillon & Associates
Michigan
$218M +$2.14M +1% 1.67% 92% 70 1.43%
TFM
2716
Trimaran Fund Management
New York
$218M -$5.69M -3% 2.55% 82.8% 1 0%
FWM
2717
Focused Wealth Management
New York
$218M +$34.7M +19% 1.69% 57.9% 785 16.56%
PC
2718
Peavine Capital
Nevada
$218M +$8.49M +4% 1.13% 27.7% 17 11.76%
RP
2719
Rowlandmiller & Partners
Georgia
$217M +$5.81M +3% 3.67% 84% 128 9.38%
CIM
2720
Cambria Investment Management
California
$217M +$702K +0.3% 0.74% 61.7% 197 35.03%
GMA
2721
Goldstein Munger & Associates
California
$217M -$13.7M -6% 2.46% 11.9% 33 6.06%
GIPM
2722
G2 Investment Partners Management
New York
$217M +$9.48M +5% 5.8% 773% 115 56.52%
MCM
2723
McRae Capital Management
New Jersey
$216M -$7.9M -4% 1.17% 59.2% 102 8.82%
CCM
2724
Clovis Capital Management
New York
$216M -$129M -37% 8.66% 37.4% 26 53.85%
TL
2725
TowerView LLC
New York
$216M +$10.4M +5% 4.13% 23.3% 32 12.5%