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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
FAM
2901
Formidable Asset Management
Ohio
$229M +$31.4M +16% 5.8% 52.2% 215 25.12%
TLCM
2902
Tiger Legatus Capital Management
New York
$229M -$41.5M -15% 13.3% 19.1% 18 50%
SFWA
2903
Summit Financial Wealth Advisors
Louisiana
$229M +$1.54M +0.7% 3.42% 61.5% 149 13.42%
OIM
2904
Oceanic Investment Management
Isle Of Man
$229M -$9.11M -4% 11.5% 38 50%
PCP
2905
Proficio Capital Partners
Massachusetts
$229M -$7.01M -3% 5.56% 97% 1,425 23.02%
MWP
2906
Moller Wealth Partners
$229M +$26M +13% 4.41% 41.4% 45 6.67%
UF
2907
Univest Financial
Pennsylvania
$229M -$7.55M -3% 4.82% 82.6% 105 17.14%
SCM
2908
Stonehill Capital Management
New York
$228M +$30.9M +16% 15.5% 117% 21 42.86%
BA
2909
BKS Advisors
Michigan
$228M +$15.6M +7% 7.78% 58% 212 18.4%
IAA
2910
Ironsides Asset Advisors
North Carolina
$228M -$138M -38% 8.7% 44.9% 158 60.13%
JIM
2911
JB Investments Management
Pennsylvania
$228M +$19.5M +9% 9.34% 1 0%
OWM
2912
Orgel Wealth Management
Wisconsin
$228M +$72.9M +47% 6% 36.6% 31 45.16%
QCG
2913
Quadrant Capital Group
Ohio
$228M +$28.2M +14% 5.54% 105% 2,261 10.08%
TJHA
2914
Thomas J. Herzfeld Advisors
Florida
$228M +$11.3M +5% 7.01% 17.7% 325 14.77%
GMA
2915
Goldstein Munger & Associates
California
$227M +$2.99M +1% 5.39% 11.9% 43 20.93%
BMM
2916
Buffington Mohr McNeal
Idaho
$227M -$34.5M -13% 4.9% 29.3% 185 48.11%
EP
2917
Edgestream Partners
New Jersey
$227M +$179M +371% 9.68% 41.7% 148 54.05%
RP
2918
Rowlandmiller & Partners
Georgia
$227M +$5.75M +3% 2.96% 84% 130 8.46%
SIG
2919
Sky Investment Group
Connecticut
$227M +$11.1M +5% 4.69% 68% 95 11.58%
WIP
2920
Wellesley Investment Partners
Massachusetts
$226M +$19.9M +10% 3.96% 22.7% 115 10.43%
SD
2921
Sumway Development
China
$226M +$5.42M +2% 21.9% 11 18.18%
F
2922
Filament
Washington
$226M +$14.7M +7% 5.77% 46.9% 35 8.57%
RG
2923
Rikoon Group
New Mexico
$226M -$951K -0.4% 4.84% 63.3% 176 9.09%
CT
2924
Chicago Trust
Illinois
$226M -$4.35M -2% 3.74% 85.9% 169 13.61%
TIA
2925
Tandem Investment Advisors
South Carolina
$226M +$18.6M +9% 4.33% 10.4% 57 10.53%