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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
RFA
2951
Rollins Financial Advisors
New York
$574M -$66.2M -10% 8.35% 146 17.81%
CIP
2952
Capital Insight Partners
Arizona
$573M -$5.39M -0.9% 0.49% 51.7% 167 11.98%
OAM
2953
Ophir Asset Management
Australia
$573M -$99.1M -15% 5.84% 282% 39 43.59%
IA
2954
Intellus Advisors
Florida
$572M -$5.42M -0.9% 1.36% 132 19.7%
SDH
2955
Sloy Dahl & Holst
Washington
$572M -$217M -27% 24.8% 109% 115 10.43%
HI
2956
Hudock Inc
Pennsylvania
$572M -$719K -0.1% 1.39% 64.4% 183 7.65%
BSSFA
2957
Baron Silver Stevens Financial Advisors
Florida
$572M -$17.7M -3% 1.86% 52.1% 132 9.85%
APG
2958
Abacus Planning Group
South Carolina
$571M +$2.26M +0.4% 1.4% 59.1% 247 13.77%
MCP
2959
Mirador Capital Partners
California
$571M +$19.1M +3% 2.1% 102% 213 15.49%
NPPM
2960
North Point Portfolio Managers
Ohio
$570M -$4.43M -0.8% 0.37% 67.2% 78 20.51%
AFA
2961
Arlington Financial Advisors
California
$569M +$66M +13% 0.79% 60.7% 115 26.09%
AIS
2962
American Investment Services
Massachusetts
$568M +$3.15M +0.6% 1.35% 63.1% 162 6.17%
HI
2963
Human Investing
Oregon
$568M +$4.02M +0.7% 1.16% 52% 330 72.73%
MAM
2964
Marquette Asset Management
Minnesota
$567M -$45.3M -7% 2.46% 63.5% 209 38.76%
AR
2965
Advisory Research
Illinois
$567M -$34.4M -6% 3.24% 144% 156 7.69%
CWP
2966
CFM Wealth Partners
Texas
$567M -$25.8M -4% 3.46% 152% 144 6.94%
CAWM
2967
Capital Advisors Wealth Management
Washington
$566M +$4.36M +0.8% 1.71% 63.8% 188 11.7%
JSL
2968
JT Stratford LLC
Georgia
$566M -$42.7M -7% 1.78% 103% 338 32.25%
MBT
2969
Montecito Bank & Trust
California
$565M -$12.4M -2% 1.4% 283 3.89%
PFG
2970
PAX Financial Group
Texas
$564M +$5.44M +1% 1.3% 56% 262 19.47%
TNA
2971
True North Advisors
Texas
$564M +$140M +33% 0.94% 86.9% 253 30.83%
CT
2972
Chicago Trust
Illinois
$564M -$1.07M -0.2% 0.04% 85.9% 383 10.18%
DCM
2973
Dimension Capital Management
Florida
$564M -$56.6M -9% 0.56% 65.5% 113 15.93%
PIM
2974
Parker Investment Management
California
$563M -$78.5M -12% 6.61% 208% 38 18.42%
LS
2975
Leelyn Smith
Illinois
$563M +$1.37M +0.2% 1.65% 77.3% 140 12.14%