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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
CL
2901
CIM LLC
New York
$222M +$22.3M +11% 9.91% 92.1% 90 10%
AWP
2902
Ascent Wealth Partners
New York
$222M +$17.7M +9% 6.9% 72.3% 124 11.29%
PAS
2903
Partnervest Advisory Services
California
$222M +$5.42M +3% 4.11% 45.1% 218 18.35%
SAM
2904
Shikiar Asset Management
New York
$222M -$6.71M -3% 6.34% 97.8% 126 26.98%
RA
2905
RMR Advisors
Massachusetts
$221M +$23.3M +12% 0.5% 2.17% 125 19.2%
DAM
2906
Doheny Asset Management
California
$221M +$14.8M +7% 8.21% 121% 117 9.4%
TWMP
2907
Taylor Wealth Management Partners
Massachusetts
$221M +$4.84M +2% 8.56% 62% 184 14.67%
BPCA
2908
Bank Pictet & Cie (Asia)
Singapore
$221M +$24.9M +13% 8.86% 30.4% 72 18.06%
SFG
2909
StrategIQ Financial Group
Indiana
$221M +$20.4M +10% 3.73% 12.6% 138 7.25%
SI
2910
SQN Investors
California
$221M +$54.8M +33% 2.21% 18 27.78%
BMC
2911
Benin Management Corp
Connecticut
$220M +$2.43M +1% 4.15% 76.3% 104 7.69%
TC
2912
Trust Company
Kansas
$220M +$23.3M +12% 4.64% 36.5% 386 15.28%
RC
2913
Rinet Company
Massachusetts
$220M +$84.3M +62% 5.44% 33.1% 20 15%
CCM
2914
Cutler Capital Management
Massachusetts
$220M +$6.91M +3% 1.88% 34% 85 11.76%
TCM
2915
Texan Capital Management
Texas
$220M +$5.75M +3% 2.24% 19.3% 138 10.14%
VEPM
2916
Vista Equity Partners Management
California
$219M -$20.2M -8% 11.1% 26.5% 32 50%
RSVP
2917
Ramsay Stattman Vela & Price
Colorado
$219M +$7.68M +4% 7.07% 54.6% 60 1.67%
CWA
2918
Cypress Wealth Advisors
California
$219M +$141K +0.1% 6.67% 29.3% 224 10.71%
HCA
2919
Harbour Capital Advisors
Virginia
$219M +$79.6M +57% 6.04% 161% 698 77.08%
IIC
2920
Integrated Investment Consultants
Michigan
$219M +$9.94M +5% 5.4% 59.1% 617 11.18%
BOS
2921
Bank of Stockton
California
$219M +$8.98M +4% 4.58% 59.8% 106 8.49%
FEG
2922
Financial Enhancement Group
Indiana
$219M +$25.8M +13% 6.44% 57.5% 70 21.43%
KS
2923
Karpas Strategies
Connecticut
$219M +$6.72M +3% 4.44% 16.1% 123 4.88%
SCM
2924
Simcoe Capital Management
New York
$219M +$15.3M +8% 7.66% 45.9% 17 29.41%
VHAM
2925
Van Hulzen Asset Management
California
$218M +$2.65M +1% 6.18% 75.5% 153 32.03%