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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
WA
2751
Waverly Advisors
Alabama
$221M +$57.1M +35% 2% 67.6% 96 11.46%
SP
2752
Summit Partners
Massachusetts
$220M +$46.8M +27% 13.4% 13.7% 6 50%
AC
2753
Alley Company
Illinois
$220M +$11.8M +6% 3.66% 88.2% 78 2.56%
DVC
2754
Deer VII & Co
New York
$220M -$171M -44% 17.2% 241% 6 0%
SCM
2755
Stonebridge Capital Management
California
$219M -$14.1M -6% 2.47% 163 23.31%
CBOR
2756
Community Bank of Raymore
Missouri
$219M +$12.6M +6% 5.87% 89.6% 48 4.17%
UF
2757
Univest Financial
Pennsylvania
$219M -$458K -0.2% 2.57% 82.6% 96 4.17%
LYV
2758
Live Your Vision
Pennsylvania
$219M +$8.15M +4% 2.18% 17.9% 62 8.06%
WFG
2759
Windsor Financial Group
Minnesota
$219M +$520K +0.2% 3.04% 15.3% 75 4%
SIRP
2760
Shelter Insurance Retirement Plan
Missouri
$219M +$3.57M +2% 4.36% 60.5% 42 2.38%
WAMC
2761
Western Asset Management Company
California
$219M +$72M +49% 3.81% 2.29% 77 75.32%
CA
2762
Cambridge Advisors
Nebraska
$219M +$3.37M +2% 2.11% 52.9% 132 3.79%
AS
2763
AIA (Singapore)
Singapore
$219M -$2.25M -1% 2.32% 15.4% 4 0%
MC
2764
Muzinich & Co
New York
$219M -$6.57M -3% 2.05% 9.67% 55 5.45%
AGM
2765
Alpine Global Management
New York
$219M -$219M -50% 5.44% 149% 313 91.69%
PGA
2766
Portland Global Advisors
Maine
$218M +$9.48M +5% 2.87% 43.4% 102 2.94%
FFS
2767
Founders Financial Securities
Maryland
$218M +$5.48M +3% 1.68% 64.3% 84 36.9%
HP
2768
HealthInvest Partners
Sweden
$218M +$4.51M +2% 0.9% 22 36.36%
AA
2769
Advisory Alpha
Michigan
$218M +$30.6M +16% 2.21% 50.3% 75 24%
FPIS
2770
Financial Planning & Information Services
Wisconsin
$218M +$23.3M +12% 2.13% 13% 35 2.86%
TCM
2771
Texan Capital Management
Texas
$218M +$3.91M +2% 6.8% 19.3% 159 16.35%
MG
2772
McCutchen Group
Washington
$218M +$7.45M +4% 2.13% 2.54% 18 0%
UBWV
2773
United Bank (West Virginia)
West Virginia
$218M -$927K -0.4% 2.45% 22.5% 112 11.61%
DA
2774
Dillon & Associates
Michigan
$218M +$2.14M +1% 1.67% 98.2% 70 1.43%
TFM
2775
Trimaran Fund Management
New York
$218M -$5.69M -3% 2.55% 82.8% 1 0%