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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
BSSFA
2901
Baron Silver Stevens Financial Advisors
Florida
$442M -$13.9M -3% 3.8% 44% 113 10.62%
KFAA
2902
Klaas Financial Asset Advisors
Illinois
$441M -$7.41M -2% 3.58% 36.2% 47 4.26%
MFG
2903
MidWestOne Financial Group
Iowa
$441M -$20.3M -4% 3.3% 62.7% 288 14.58%
FSA
2904
Fort Sheridan Advisors
Illinois
$441M +$2.69M +0.6% 2.27% 87.2% 210 9.52%
WMIG
2905
White Mountains Insurance Group
New Hampshire
$441M -$67.3M -13% 10.6% 45.8% 2 0%
BFO
2906
Biltmore Family Office
North Carolina
$441M -$31.9M -7% 6.58% 73.5% 246 10.16%
WAM
2907
Wilsey Asset Management
California
$441M -$11.5M -3% 5.04% 55% 27 14.81%
FL
2908
Fourthstone LLC
Missouri
$441M +$64.5M +17% 2.74% 60.1% 107 44.86%
SIG
2909
Sky Investment Group
Connecticut
$441M -$20.4M -4% 3.5% 68% 123 3.25%
FCMC
2910
Founders Capital Management (Connecticut)
Connecticut
$441M -$8.39M -2% 0.74% 88.9% 80 10%
ECM
2911
EagleClaw Capital Management
Massachusetts
$440M +$5.67M +1% 0.24% 96.5% 129 7.75%
FM
2912
Family Management
New York
$440M -$16.4M -4% 1.97% 58.5% 178 20.79%
CIP
2913
Capital Insight Partners
Arizona
$440M -$6.8M -2% 2.73% 51.7% 171 5.85%
TTSTC
2914
Texas Treasury Safekeeping Trust Company
Texas
$440M +$47.8M +12% 1.86% 27.3% 9 11.11%
BMM
2915
Buffington Mohr McNeal
Idaho
$440M -$23.3M -5% 3.19% 29.3% 128 10.16%
DWA
2916
Divergent Wealth Advisors
Utah
$440M -$14.6M -3% 2.94% 14.7% 36 30.56%
MCP
2917
Mirador Capital Partners
California
$439M +$17.6M +4% 0.17% 102% 208 20.19%
DAM
2918
Deltec Asset Management
New York
$439M -$18.4M -4% 1.43% 128% 196 34.69%
CI
2919
Cigna Investments
Connecticut
$439M -$101M -19% 2.51% 138% 467 11.78%
MCMU
2920
MIC Capital Management (UK)
United Kingdom
$439M -$52.8M -11% 9.42% 37.8% 23 21.74%
AI
2921
Atom Investors
Texas
$439M +$175M +67% 3.39% 63.4% 523 65.58%
PFG
2922
PAX Financial Group
Texas
$439M -$3.87M -0.9% 3.38% 42.5% 241 26.56%
RZH
2923
Relyea Zuckerberg Hanson
Connecticut
$438M -$6.89M -2% 3.46% 84.4% 206 10.68%
CFO
2924
CVA Family Office
Colorado
$438M -$38.4M -8% 2.74% 57.4% 1,014 77.91%
FNBTCON
2925
First National Bank & Trust Co of Newtown
Pennsylvania
$438M -$30.7M -7% 3.98% 47.6% 130 3.85%