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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
HIC
3051
Holderness Investments Company
North Carolina
$197M +$84M +74% 5.74% 101% 203 41.87%
BAM
3052
Brilliance Asset Management
Hong Kong
$197M +$43.9M +29% 26.6% 60.8% 8 25%
IP
3053
Intellectus Partners
California
$197M +$4.48M +2% 8.23% 111% 758 12.8%
FA
3054
FMA Advisory
Pennsylvania
$197M 4.09% 46.7% 139
SWPG
3055
Strategic Wealth Partners Group
Illinois
$197M -$14.4M -7% 5.36% 32 18.75%
K
3056
Kemper
Illinois
$197M +$25.1M +15% 5.61% 28.6% 19 0%
EM
3057
EnTrustPermal Management
New York
$197M +$31.7M +19% 12.3% 19.3% 46 54.35%
HA
3058
Hamel Associates
New Jersey
$197M +$2.35M +1% 2.72% 50.6% 87 16.09%
LCM
3059
Lucha Capital Management
California
$196M +$53.1M +37% 10% 84.3% 30 56.67%
RPA
3060
Rock Point Advisors
Vermont
$196M +$1.98M +1% 6.06% 64.6% 83 12.05%
BHTS
3061
Bar Harbor Trust Services
Maine
$196M +$4.11M +2% 9.14% 86.4% 81 13.58%
FMP
3062
Financial Management Professionals
Texas
$196M +$4.14M +2% 2.96% 62.1% 389 30.85%
CM
3063
Cornerstone Management
Georgia
$196M +$21.5M +12% 4.03% 40% 37 16.22%
NC
3064
Nexthera Capital
New York
$196M +$25.4M +15% 19.1% 161% 55 63.64%
FCMC
3065
Founders Capital Management (Connecticut)
Connecticut
$196M +$11M +6% 5.73% 88.9% 56 3.57%
WCA
3066
Whetstone Capital Advisors
Kansas
$196M +$9.62M +5% 4.78% 201% 26 38.46%
TC
3067
Tavio Capital
New York
$195M +$89.5M +84% 10.5% 81.4% 8 62.5%
AIA
3068
Arbor Investment Advisors
North Carolina
$195M +$9.47M +5% 6.1% 44.3% 42 11.9%
JCM
3069
Jacobi Capital Management
Pennsylvania
$195M +$31.6M +19% 4.08% 62.7% 756 19.97%
RAM
3070
Redmond Asset Management
Virginia
$195M -$21.5M -10% 4.84% 59.1% 166 16.27%
HWA
3071
HCR Wealth Advisors
California
$195M +$5.93M +3% 6.74% 91% 167 14.97%
NLVP
3072
New Leaf Venture Partners
New York
$195M +$55.6M +40% 14.2% 17.1% 19 36.84%
NI
3073
Nepsis Inc
Minnesota
$195M +$20.6M +12% 9.33% 116% 43 20.93%
PFA
3074
Paradigm Financial Advisors
Missouri
$195M +$12.1M +7% 5.97% 114% 111 9.91%
IFB
3075
iAB Financial Bank
Indiana
$195M +$17.6M +10% 5.86% 22.5% 140 13.57%