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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
UIM
3301
Underhill Investment Management
California
$212M +$5.53M +3% 0.01% 59.8% 20 5%
DBRC
3302
D.B. Root & Company
Pennsylvania
$212M +$22.5M +12% 3.25% 57.3% 212 15.57%
PCM
3303
Pennant Capital Management
New Jersey
$212M -$6.23M -3% 6.3% 35.2% 26 38.46%
DCM
3304
DeGreen Capital Management
Arizona
$212M -$292K -0.1% 0.02% 28.5% 16 0%
BWM
3305
Buckley Wealth Management
Nevada
$212M +$9.21M +5% 3.77% 88% 168 12.5%
IFA
3306
Interactive Financial Advisors
Illinois
$211M +$2M +1% 2.13% 47.6% 115 13.04%
MA
3307
Marshwinds Advisory
Georgia
$211M +$1.08M +0.5% 2.65% 32.9% 136 5.88%
SFPM
3308
Sensible Financial Planning & Management
Massachusetts
$211M +$1.2M +0.6% 0.4% 24.5% 31 3.23%
KIC
3309
Keating Investment Counselors
Florida
$211M -$5.96M -3% 1.22% 43.7% 69 14.49%
BO
3310
Bach Option
Hong Kong
$211M +$32M +18% 1.64% 30.6% 122 67.21%
CNHF
3311
Conrad N. Hilton Foundation
California
$210M -$66.5M -24% 0.5% 6 0%
MM
3312
Midas Management
New York
$210M -$2.85M -1% 0.61% 43.3% 127 14.96%
AMG
3313
Advisors Management Group
Wisconsin
$210M +$15.4M +8% 2.69% 125% 83 4.82%
TL
3314
TrueWealth LLC
Georgia
$210M +$11.8M +6% 1.56% 897 12.04%
ITIM
3315
Indiana Trust & Investment Management
Indiana
$210M -$5.33M -2% 1.31% 104% 138 7.97%
SAM
3316
SignalPoint Asset Management
Missouri
$210M +$1.75M +0.8% 2.93% 36% 217 11.52%
MC
3317
Mathes Company
New York
$210M -$4.5M -2% 3.08% 121% 140 8.57%
FC
3318
Fulcrum Capital
Washington
$209M -$97.7M -32% 0.14% 83.4% 71 28.17%
RMAM
3319
Raab & Moskowitz Asset Management
New Jersey
$209M +$6.38M +3% 2.28% 75% 170 10%
SAM
3320
Summit Asset Management
Tennessee
$209M +$60K +0% 1.64% 48.9% 114 7.89%
ISB
3321
Iowa State Bank
Iowa
$209M +$3.71M +2% 1.38% 76% 103 5.83%
CWM
3322
Connecticut Wealth Management
Connecticut
$209M +$32.6M +18% 3.04% 63.1% 68 10.29%
ANRIA
3323
American National Registered Investment Advisor
Texas
$209M +$7.32M +4% 4.54% 95.8% 245 2.86%
BWA
3324
Burt Wealth Advisors
Maryland
$209M +$12.2M +6% 0.53% 57.3% 409 10.27%
PTB
3325
Pioneer Trust Bank
Oregon
$209M +$11.9M +6% 3.69% 61.4% 78 8.97%