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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
SAM
3251
Sequent Asset Management
Texas
$156M +$5.05M +3% 0.28% 51.3% 60 13.33%
CIM
3252
Cetera Investment Management
California
$156M -$14.2M -8% 3.05% 119 11.76%
FTS
3253
Fifth Third Securities
Ohio
$155M +$23.1M +17% 1.92% 58.9% 84 21.43%
TFO
3254
Tarbox Family Office
California
$155M +$15.8M +11% 3.57% 60.5% 597 6.03%
NJBEST
3255
New Jersey Better Educational Savings Trust
New Jersey
$155M +$6.54M +4% 4.07% 42% 220 35.45%
CLA
3256
Cranberry Lake Advisors
Texas
$155M +$1.09M +0.7% 4.4% 31.5% 18 33.33%
KCPG
3257
Kavar Capital Partners Group
Kansas
$155M -$162K -0.1% 1.29% 77.2% 104 10.58%
QI
3258
Quotient Investors
New York
$155M -$57.2M -27% 5.21% 24.9% 233 38.2%
RCP
3259
RPM Capital Partners
New York
$154M +$9.21M +6% 7.77% 1 0%
SDWMA
3260
Schneider Downs Wealth Management Advisors
Pennsylvania
$154M +$6.16M +4% 3.24% 55% 33 12.12%
IWA
3261
Inspirion Wealth Advisors
Illinois
$154M +$1.17M +0.8% 2.88% 47% 62 4.84%
CCM
3262
Concourse Capital Management
Georgia
$154M -$7.02M -4% 13.1% 107% 75 33.33%
DWM
3263
Dakota Wealth Management
Florida
$154M +$5.3M +4% 2.82% 112% 54 5.56%
KA
3264
Kerrisdale Advisers
Florida
$154M -$216M -58% 1.27% 78.8% 42 73.81%
WAP
3265
Wealthcare Advisory Partners
Pennsylvania
$154M +$12M +8% 2.38% 60.4% 150 21.33%
AWM
3266
Affinity Wealth Management
Delaware
$154M +$7.08M +5% 1.52% 116% 70 34.29%
CFA
3267
Cahill Financial Advisors
Minnesota
$154M +$10.5M +7% 2.99% 55.9% 127 9.45%
LCM
3268
Liberty Capital Management
Michigan
$154M +$5.62M +4% 1.09% 255 60%
FSA
3269
Financial Sense Advisors
California
$154M -$24.4M -14% 1.2% 152% 93 34.41%
AACA
3270
American Assets Capital Advisers
California
$153M -$2.09M -1% 0.9% 73.5% 36 16.67%
BCM
3271
BHZ Capital Management
California
$153M +$15.1M +11% 9.5% 3.24% 112 38.39%
QCG
3272
Quadrant Capital Group
Ohio
$153M +$7.91M +5% 4.43% 105% 2,231 10.04%
OBWP
3273
O'Brien Wealth Partners
Massachusetts
$153M +$9.78M +7% 3.09% 56.7% 31 0%
FCPV
3274
FS Capital Partners VI
California
$153M +$37.1M +32% 32% 1 0%
PCMI
3275
Princeton Capital Management Inc
New Jersey
$153M +$7.91M +5% 6.94% 57.9% 78 6.41%