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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
BFC
2926
Bedel Financial Consulting
Indiana
$402M +$24.9M +7% 9.16% 104% 229 8.73%
MSA
2927
Mason Street Advisors
Wisconsin
$402M +$57.2M +17% 6.59% 28.3% 9 0%
JAG
2928
Journey Advisory Group
Kentucky
$402M +$10M +3% 11% 58.7% 248 15.73%
BIA
2929
Bell Investment Advisors
California
$402M +$79.6M +25% 6.96% 31.2% 2,085 16.4%
LM
2930
Luminus Management
Texas
$401M +$115M +40% 12% 13.1% 33 60.61%
PWW
2931
Pettyjohn Wood & White
Virginia
$401M +$26.3M +7% 10.9% 62.7% 173 8.09%
CT
2932
Chicago Trust
Illinois
$401M +$15.3M +4% 11% 85.9% 317 11.67%
BC
2933
Burleson & Co
California
$401M -$64.4M -14% 3.32% 49.1% 465 15.05%
PCP
2934
Polunin Capital Partners
United Kingdom
$401M +$114M +40% 30.3% 252% 23 26.09%
HA
2935
Harbor Advisors
Florida
$401M +$28.9M +8% 10.5% 125% 171 7.02%
GC
2936
GPI Capital
New York
$400M +$9.43M +2% 5.22% 261% 7 14.29%
HM
2937
HCEP Management
Hong Kong
$400M +$272M +212% 1.17% 104% 7 42.86%
ACM
2938
Alpha Capital Management
Texas
$400M +$22.8M +6% 8.08% 76.2% 106 4.72%
BDWCC
2939
B&D White Capital Company
Texas
$400M +$133M +50% 3.15% 27.9% 123 70.73%
ORPU
2940
Orion Resource Partners (USA)
New York
$400M 20.5% 3
CFMC
2941
Curbstone Financial Management Corp
New Hampshire
$400M -$2.42M -0.6% 7.54% 63.3% 182 8.79%
DW
2942
Domani Wealth
Pennsylvania
$400M +$58.5M +17% 7.93% 48.6% 118 15.25%
AAMA
2943
Advanced Asset Management Advisors
Ohio
$400M +$34.3M +9% 9.31% 82.5% 246 63.01%
DWA
2944
Divergent Wealth Advisors
Utah
$399M +$29.3M +8% 5.77% 14.7% 31 38.71%
VCM
2945
Vector Capital Management
California
$399M +$85.5M +27% 25.6% 42.7% 6 0%
CI
2946
CPMG Inc
Texas
$398M -$112M -22% 25.6% 878% 4 0%
SWM
2947
Sugarloaf Wealth Management
Georgia
$398M +$7.57M +2% 5.79% 10.2% 906 20.97%
ISB
2948
Iowa State Bank
Iowa
$398M +$46.4M +13% 12.2% 76% 127 21.26%
NFAM
2949
North Fourth Asset Management
New Jersey
$398M +$3.76M +1% 14.8% 104% 108 79.63%
TC
2950
Tetrad Corporation
Nebraska
$397M +$46.9M +13% 13.6% 50.4% 3 0%