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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
2
2701
2Xideas
Switzerland
$658M -$88.5M -12% 2.14% 34% 64 12.5%
WMN
2702
Wealth Management Nebraska
Nebraska
$657M +$42.6M +7% 0.68% 83 25.3%
JPWM
2703
Jamison Private Wealth Management
Georgia
$656M -$21.2M -3% 1.08% 121% 207 6.76%
ZI
2704
ZEGA Investments
Florida
$656M +$258M +65% 4.41% 165 35.15%
BCA
2705
Bay Colony Advisors
Massachusetts
$656M -$19.2M -3% 1.17% 91.8% 495 19.19%
HCP
2706
Holt Capital Partners
Texas
$655M -$6.3M -1% 1.25% 55.2% 151 0.66%
LF
2707
Lee Financial
Texas
$655M -$57.5M -8% 0.17% 69.7% 188 27.66%
NA
2708
Nottingham Advisors
New York
$654M -$134M -17% 0.69% 44.3% 141 23.4%
TWP
2709
Total Wealth Planning
Ohio
$654M +$11.6M +2% 0.45% 37.2% 94 4.26%
TFM
2710
TFC Financial Management
Massachusetts
$653M +$20.9M +3% 0.33% 60% 1,068 18.63%
CIG
2711
Consolidated Investment Group
Colorado
$653M -$61M -9% 6.35% 140% 70 11.43%
CFO
2712
CVA Family Office
Colorado
$652M +$20.7M +3% 0.67% 57.4% 1,485 19.93%
PA
2713
Planning Alternatives
Michigan
$652M +$1.77M +0.3% 2.74% 50.4% 78 24.36%
PFC
2714
Phocas Financial Corp
California
$652M -$96.5M -13% 4.13% 124% 168 22.02%
PL
2715
Pandi LLC
Kansas
$651M -$18.2M -3% 4.89% 4 0%
Legacy Financial Group (Iowa)
2716
Legacy Financial Group (Iowa)
Iowa
$650M +$32.5M +5% 1.54% 34.4% 117 10.26%
ORAM
2717
One River Asset Management
Connecticut
$650M -$544M -46% 6.41% 24% 272 79.04%
SLG
2718
Stanley-Laman Group
Pennsylvania
$650M -$62.2M -9% 3.27% 82.9% 319 23.2%
AIP
2719
AE Industrial Partners
Florida
$650M -$384M -37% 37.3% 5 20%
LIA
2720
LS Investment Advisors
Michigan
$650M -$32.2M -5% 2.06% 85.7% 135 5.19%
GFG
2721
GR Financial Group
Arizona
$649M +$57.4M +10% 3.8% 55.7% 27 33.33%
JGUA
2722
John G. Ullman & Associates
New York
$648M -$31.3M -5% 2% 108% 180 10%
HAIM
2723
Hunter Associates Investment Management
Pennsylvania
$648M -$8.69M -1% 1.34% 76.1% 268 13.06%
CPA
2724
Capital Planning Advisors
California
$648M +$294K +0% 0.05% 64.2% 143 9.79%
FPGK
2725
Financial Partners Group (Kansas)
Kansas
$648M -$37.6M -5% 4.92% 70.7% 200 14%