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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
Financial Engines Advisors
3201
Financial Engines Advisors
California
$122M +$2.01M +2% 4.11% 34% 54 5.56%
TCM
3202
Tradewinds Capital Management
Washington
$122M -$409K -0.3% 4.29% 85.2% 674 13.95%
LWM
3203
LBA Wealth Management
Florida
$122M +$613K +0.5% 1.74% 19.2% 278 13.31%
HIM
3204
HughesLittle Investment Management
$122M +$7.01M +6% 2.51% 91.2% 17 11.76%
PWS
3205
Peloton Wealth Strategists
Indiana
$122M -$1.85M -1% 1.09% 41.1% 86 20.93%
QSS
3206
Quantitative Systematic Strategies
Florida
$122M -$1.79M -1% 4.04% 133% 398 81.91%
SM
3207
Selkirk Management
New Jersey
$122M -$11.1M -8% 5.14% 268% 20 15%
CCM
3208
CWH Capital Management
Washington
$121M +$4.8M +4% 2.68% 29.9% 49 16.33%
GWM
3209
Graybill Wealth Management
Illinois
$121M +$7.03M +6% 3.61% 50 2%
BCM
3210
Boyle Capital Management
Iowa
$121M +$2.56M +2% 5.73% 19.5% 25 8%
WA
3211
Winfield Associates
Ohio
$121M -$663K -0.5% 0.68% 77.8% 321 19.63%
NFG
3212
NewFocus Financial Group
Washington
$121M +$2.37M +2% 1.52% 55.4% 40 7.5%
KCPG
3213
Kavar Capital Partners Group
Kansas
$121M +$9.2M +8% 1.31% 77.2% 617 19.29%
EP
3214
Emrys Partners
New York
$121M -$30.7M -20% 2.49% 43 60.47%
KCM
3215
KeyPoint Capital Management
Texas
$121M -$15.8M -12% 5.49% 35 80%
ACM
3216
Altalis Capital Management
New York
$121M -$4.77M -4% 1.71% 3.82% 23 21.74%
PVMCV
3217
Polaris Venture Management Co V
Massachusetts
$120M 32.3% 281% 6
OIM
3218
Orca Investment Management
Oregon
$120M -$2.65M -2% 8.45% 93.2% 92 13.04%
HI
3219
Hudock Inc
Pennsylvania
$120M +$2.33M +2% 1.42% 48.3% 626 14.38%
SFA
3220
Sequoia Financial Advisors
Ohio
$120M -$756K -0.6% 2.53% 78.3% 169 20.71%
LC
3221
Lubar & Co
Wisconsin
$120M -$8.74M -7% 0.31% 39 2.56%
OC
3222
Oppenheimer & Close
New York
$120M +$3.99M +3% 3.77% 145% 53 5.66%
AWM
3223
Avior Wealth Management
Nebraska
$120M +$14.3M +14% 2.46% 66% 350 82.29%
RBLCM
3224
Roaring Blue Lion Capital Management
Texas
$120M -$43.9M -27% 0.2% 69 44.93%
FWM
3225
Focused Wealth Management
New York
$120M +$110K +0.1% 2.05% 57.9% 697 7.89%