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 Avg Holding
Period (Yrs)
SAM
3251
Sequent Asset Management
Texas
$156M +$5.05M +3% 0.28% 51.3% 60 13.33% 2.3
CIM
3252
Cetera Investment Management
California
$156M -$14.2M -8% 3.05% – 119 11.76% 0.7
FTS
3253
Fifth Third Securities
Ohio
$155M +$23.1M +17% 1.92% 58.9% 84 21.43% 0.4
TFO
3254
Tarbox Family Office
California
$155M +$15.8M +11% 3.57% 60.5% 597 6.03% 2.2
NJBEST
3255
New Jersey Better Educational Savings Trust
New Jersey
$155M +$6.54M +4% 4.07% 42% 220 35.45% 1.2
CLA
3256
Cranberry Lake Advisors
Texas
$155M +$1.09M +0.7% 4.4% 31.5% 18 33.33% 2.7
KCPG
3257
Kavar Capital Partners Group
Kansas
$155M -$162K -0.1% 1.29% 77.2% 104 10.58% 2.1
QI
3258
Quotient Investors
New York
$155M -$57.2M -27% 5.21% 24.9% 233 38.2% 1.3
RCP
3259
RPM Capital Partners
New York
$154M +$9.21M +6% 7.77% – 1 0% 3.3
SDWMA
3260
Schneider Downs Wealth Management Advisors
Pennsylvania
$154M +$6.16M +4% 3.24% 55% 33 12.12% 0.6
IWA
3261
Inspirion Wealth Advisors
Illinois
$154M +$1.17M +0.8% 2.88% 52.5% 62 4.84% 1.4
CCM
3262
Concourse Capital Management
Georgia
$154M -$7.02M -4% 13.1% 107% 75 33.33% 0.6
KA
3263
Kerrisdale Advisers
Florida
$154M -$216M -58% 1.27% 78.8% 42 73.81% 0.6
DWM
3264
Dakota Wealth Management
Florida
$154M +$5.3M +4% 2.82% 112% 54 5.56% 1.5
WAP
3265
Wealthcare Advisory Partners
Pennsylvania
$154M +$12M +8% 2.38% 60.4% 150 21.33% 0.2
AWM
3266
Affinity Wealth Management
Delaware
$154M +$7.08M +5% 1.52% 116% 70 34.29% 1.3
CFA
3267
Cahill Financial Advisors
Minnesota
$154M +$10.5M +7% 2.99% 55.9% 127 9.45% 1.9
LCM
3268
Liberty Capital Management
Michigan
$154M +$5.62M +4% 1.09% – 255 60% 1
FSA
3269
Financial Sense Advisors
California
$154M -$24.4M -14% 1.2% 152% 93 34.41% 1.1
AACA
3270
American Assets Capital Advisers
California
$153M -$2.09M -1% 0.9% 73.5% 36 16.67% 1.2
BCM
3271
BHZ Capital Management
California
$153M +$15.1M +11% 9.5% 3.24% 112 38.39% 0.4
QCG
3272
Quadrant Capital Group
Ohio
$153M +$7.91M +5% 4.43% 105% 2,231 10.04% 0.9
OBWP
3273
O'Brien Wealth Partners
Massachusetts
$153M +$9.78M +7% 3.09% 56.7% 31 0% 0.7
FCPV
3274
FS Capital Partners VI
California
$153M +$37.1M +32% 32% – 1 0% 1.8
PCMI
3275
Princeton Capital Management Inc
New Jersey
$153M +$7.91M +5% 6.94% 57.9% 78 6.41% 2.2