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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
LP
3226
LGL Partners
Pennsylvania
$212M +$3.02M +1% 0.97% 56.3% 60 6.67%
UIM
3227
Underhill Investment Management
California
$212M +$5.53M +3% 0.01% 59.7% 20 5%
DBRC
3228
D.B. Root & Company
Pennsylvania
$212M +$22.5M +12% 3.25% 47.5% 212 15.57%
PCM
3229
Pennant Capital Management
New Jersey
$212M -$6.23M -3% 6.3% 35.2% 26 38.46%
DCM
3230
DeGreen Capital Management
Arizona
$212M -$292K -0.1% 0.02% 28.5% 16 0%
BWM
3231
Buckley Wealth Management
Nevada
$212M +$9.21M +5% 3.77% 79.6% 168 12.5%
IFA
3232
Interactive Financial Advisors
Illinois
$211M +$2M +1% 2.13% 37.7% 115 13.04%
MA
3233
Marshwinds Advisory
Georgia
$211M +$1.08M +0.5% 2.65% 32.9% 136 5.88%
SFPM
3234
Sensible Financial Planning & Management
Massachusetts
$211M +$1.2M +0.6% 0.4% 24.5% 31 3.23%
KIC
3235
Keating Investment Counselors
Florida
$211M -$5.96M -3% 1.22% 43.7% 69 14.49%
BO
3236
Bach Option
Hong Kong
$211M +$32M +18% 1.64% 30.6% 122 67.21%
CNHF
3237
Conrad N. Hilton Foundation
California
$210M -$66.5M -24% 0.5% 6 0%
MM
3238
Midas Management
New York
$210M -$2.85M -1% 0.61% 43.3% 127 14.96%
AMG
3239
Advisors Management Group
Wisconsin
$210M +$15.4M +8% 2.69% 68.9% 83 4.82%
TL
3240
TrueWealth LLC
Georgia
$210M +$11.8M +6% 1.56% 897 12.04%
ITIM
3241
Indiana Trust & Investment Management
Indiana
$210M -$5.33M -2% 1.31% 104% 138 7.97%
SAM
3242
SignalPoint Asset Management
Missouri
$210M +$1.75M +0.8% 2.93% 36% 217 11.52%
MC
3243
Mathes Company
New York
$210M -$4.5M -2% 3.08% 105% 140 8.57%
FC
3244
Fulcrum Capital
Washington
$209M -$97.7M -32% 0.14% 83.4% 71 28.17%
RMAM
3245
Raab & Moskowitz Asset Management
New Jersey
$209M +$6.38M +3% 2.28% 66% 170 10%
SAM
3246
Summit Asset Management
Tennessee
$209M +$60K +0% 1.64% 43.3% 114 7.89%
ISB
3247
Iowa State Bank
Iowa
$209M +$3.71M +2% 1.38% 61% 103 5.83%
CWM
3248
Connecticut Wealth Management
Connecticut
$209M +$32.6M +18% 3.04% 52.1% 68 10.29%
ANRIA
3249
American National Registered Investment Advisor
Texas
$209M +$7.32M +4% 4.54% 95.8% 245 2.86%
BWA
3250
Burt Wealth Advisors
Maryland
$209M +$12.2M +6% 0.53% 57.3% 409 10.27%