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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
KFS
2901
Kurt F. Somerville
$574M -$21.1M -4% 1.46% 62.7% 113 18.58%
FA
2902
Faithward Advisors
Pennsylvania
$574M -$13M -2% 0.99% 86.7% 271 10.33%
RFA
2903
Rollins Financial Advisors
New York
$574M -$66.2M -10% 8.35% 146 17.81%
CIP
2904
Capital Insight Partners
Arizona
$573M -$5.39M -0.9% 0.49% 51.7% 167 11.98%
OAM
2905
Ophir Asset Management
Australia
$573M -$99.1M -15% 5.84% 167% 39 43.59%
IA
2906
Intellus Advisors
Florida
$572M -$5.42M -0.9% 1.36% 132 19.7%
SDH
2907
Sloy Dahl & Holst
Washington
$572M -$217M -27% 24.8% 131% 115 10.43%
HI
2908
Hudock Inc
Pennsylvania
$572M -$719K -0.1% 1.39% 48.3% 183 7.65%
BSSFA
2909
Baron Silver Stevens Financial Advisors
Florida
$572M -$17.7M -3% 1.86% 44% 132 9.85%
APG
2910
Abacus Planning Group
South Carolina
$571M +$2.26M +0.4% 1.4% 59.1% 247 13.77%
MCP
2911
Mirador Capital Partners
California
$571M +$19.1M +3% 2.1% 102% 213 15.49%
NPPM
2912
North Point Portfolio Managers
Ohio
$570M -$4.43M -0.8% 0.37% 55% 78 20.51%
AFA
2913
Arlington Financial Advisors
California
$569M +$66M +13% 0.79% 60.7% 115 26.09%
AIS
2914
American Investment Services
Massachusetts
$568M +$3.15M +0.6% 1.35% 59.4% 162 6.17%
HI
2915
Human Investing
Oregon
$568M +$4.02M +0.7% 1.16% 52% 330 72.73%
MAM
2916
Marquette Asset Management
Minnesota
$567M -$45.3M -7% 2.46% 63.5% 209 38.76%
AR
2917
Advisory Research
Illinois
$567M -$34.4M -6% 3.24% 123% 156 7.69%
CWP
2918
CFM Wealth Partners
Texas
$567M -$25.8M -4% 3.46% 116% 144 6.94%
CAWM
2919
Capital Advisors Wealth Management
Washington
$566M +$4.36M +0.8% 1.71% 63.8% 188 11.7%
JSL
2920
JT Stratford LLC
Georgia
$566M -$42.7M -7% 1.78% 81.3% 338 32.25%
MBT
2921
Montecito Bank & Trust
California
$565M -$12.4M -2% 1.4% 283 3.89%
PFG
2922
PAX Financial Group
Texas
$564M +$5.44M +1% 1.3% 42.5% 262 19.47%
TNA
2923
True North Advisors
Texas
$564M +$140M +33% 0.94% 86.9% 253 30.83%
CT
2924
Chicago Trust
Illinois
$564M -$1.07M -0.2% 0.04% 85.9% 383 10.18%
DCM
2925
Dimension Capital Management
Florida
$564M -$56.6M -9% 0.56% 59.4% 113 15.93%