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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
AIA
3151
Alera Investment Advisors
Illinois
$437M +$72M +20% 4.96% 28.9% 190 51.05%
FC
3152
Ferris Capital
Massachusetts
$437M -$22.9M -5% 3.75% 67% 198 5.05%
CJL
3153
Cyrus J. Lawrence
New York
$437M 6.44% 268
SHJ
3154
Sharkey, Howes & Javer
Colorado
$437M -$5.89M -1% 4.51% 54.6% 85 10.59%
SM
3155
Sciencast Management
New Jersey
$436M -$132M -23% 3.55% 72.5% 817 80.91%
PSP
3156
Principal Street Partners
Tennessee
$436M +$20.7M +5% 0.48% 91% 234 27.35%
WAM
3157
Wilsey Asset Management
California
$436M -$5.39M -1% 0.52% 55% 25 16%
HCM
3158
Howard Capital Management
Georgia
$436M -$375M -46% 11% 129% 80 57.5%
IAS
3159
IMA Advisory Services
Colorado
$436M -$17.2M -4% 3.29% 74.5% 318 5.97%
FCA
3160
FinTrust Capital Advisors
South Carolina
$436M +$17.3M +4% 2.66% 23.6% 1,341 16.18%
ECM
3161
EagleClaw Capital Management
Massachusetts
$435M -$20.9M -5% 2.3% 104% 144 7.64%
MGI
3162
MayTech Global Investments
New York
$435M -$61.9M -12% 9.41% 158% 100 26%
B
3163
Bridgeworth
Alabama
$435M -$18.1M -4% 3.86% 19.3% 159 15.09%
CA
3164
Capital Advantage
California
$435M +$17.6M +4% 3.61% 44.4% 54 31.48%
KFAA
3165
Klaas Financial Asset Advisors
Illinois
$435M -$7.94M -2% 5.69% 36.2% 87 18.39%
CBA
3166
Coastal Bridge Advisors
Connecticut
$434M -$45.8M -10% 2.59% 88.1% 233 35.19%
4CM
3167
400 Capital Management
New York
$434M +$297M +216% 8.98% 19 68.42%
FC
3168
Full18 Capital
Connecticut
$434M +$198M +84% 6.08% 140 73.57%
AWA
3169
Aaron Wealth Advisors
Illinois
$434M +$75.8M +21% 4.24% 96.4% 932 81.44%
UI
3170
Untitled Investments
New York
$433M -$34M -7% 13.4% 79.6% 22 31.82%
RIM
3171
Regent Investment Management
Kentucky
$432M -$26.5M -6% 2.69% 44% 225 8.89%
LC
3172
Lodbrok Capital
United Kingdom
$432M +$188M +77% 26.5% 25.9% 5 40%
SAF
3173
Smith Anglin Financial
Texas
$432M -$154M -26% 0.86% 52.8% 160 23.13%
CA
3174
Cumberland Advisors
Florida
$432M -$45.8M -10% 5.09% 73.5% 66 18.18%
PFG
3175
PAX Financial Group
Texas
$431M -$14.8M -3% 4.08% 56% 228 25.44%