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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
SQA
3401
Simon Quick Advisors
New Jersey
$374M -$14.8M -4% 8.15% 69.5% 431 14.15%
RIS
3402
Retirement Income Solutions
Michigan
$374M +$75.4M +25% 9.24% 53.7% 115 17.39%
FSCM
3403
First Sabrepoint Capital Management
Texas
$374M -$2.75M -0.7% 1.52% 182% 35 22.86%
LS
3404
Leelyn Smith
Illinois
$374M +$28.5M +8% 7.63% 77.3% 421 19.24%
EL
3405
Essex LLC
Illinois
$374M +$13.1M +4% 3.6% 89.1% 175 5.71%
BLAM
3406
Bourne Lent Asset Management
New York
$374M +$25.4M +7% 9.25% 76.1% 63 6.35%
TCM
3407
Teza Capital Management
Illinois
$374M +$166M +80% 8.94% 65.2% 564 69.5%
BHTS
3408
Bar Harbor Trust Services
Maine
$373M +$53.4M +17% 12.2% 86.4% 134 8.96%
LPC
3409
Lion Point Capital
New York
$373M -$160M -30% 3.37% 204% 48 54.17%
IFS
3410
Ifrah Financial Services
Arkansas
$373M +$25.1M +7% 6.96% 61.7% 227 11.45%
WFA
3411
West Financial Advisors
Iowa
$373M +$31.2M +9% 4.8% 45.1% 178 16.85%
SG
3412
Sourcerock Group
Colorado
$373M +$92.5M +33% 2.42% 93.4% 20 45%
TI
3413
Truxt Investmentos
Brazil
$372M -$347M -48% 21.3% 20 70%
AP
3414
Arlington Partners
Alabama
$372M +$25M +7% 8.03% 43.7% 712 52.39%
NQWM
3415
Northwest Quadrant Wealth Management
Oregon
$372M +$23.4M +7% 5.49% 36.7% 66 4.55%
G1
3416
Greylock 15
California
$372M -$115M -24% 9.83% 17.8% 3 0%
VCG
3417
Vantage Consulting Group
Virginia
$372M -$95M -20% 7.93% 261% 244 20.9%
PW
3418
Peninsula Wealth
California
$372M +$56.8M +18% 7.39% 30% 66 63.64%
TWM
3419
Tolleson Wealth Management
Texas
$371M +$17.9M +5% 5.81% 48.1% 73 12.33%
PA
3420
Perennial Advisors
New York
$371M +$31.6M +9% 7.61% 87 10.34%
PC
3421
Permit Capital
Pennsylvania
$371M +$34.6M +10% 11.2% 76% 26 3.85%
SFA
3422
Source Financial Advisors
New York
$371M -$14.6M -4% 0.03% 18.5% 117 19.66%
LCM
3423
Liberty Capital Management
Michigan
$371M +$31.2M +9% 11.7% 136 8.09%
CIM
3424
Contravisory Investment Management
Massachusetts
$371M +$41.3M +13% 12.8% 129% 333 35.44%
GFS
3425
GYL Financial Synergies
Connecticut
$370M +$175M +89% 9.9% 36% 211 11.85%