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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
RA
3401
Riversedge Advisors
Delaware
$309M +$32.2M +12% 8.03% 60.4% 77 19.48%
IVMX
3402
Institutional Venture Management XV
California
$309M -$36.1M -10% 5.63% 36.3% 7 14.29%
PCM
3403
Punch Card Management
Florida
$309M +$8M +3% 4.21% 41% 4 0%
DIM
3404
Delta Investment Management
California
$309M +$77.4M +33% 6.78% 58.1% 186 14.52%
SAS
3405
SMI Advisory Services
Indiana
$309M +$1.08M +0.4% 3.84% 79.7% 41 12.2%
AFS
3406
Annapolis Financial Services
Maryland
$309M +$36.1M +13% 8.75% 15% 556 25.72%
TI
3407
tru Independence
Oregon
$308M +$25.4M +9% 13.1% 42.5% 178 39.33%
SIM
3408
Studio Investment Management
Illinois
$308M +$30.6M +11% 10.7% 47.2% 212 25%
JWM
3409
JFG Wealth Management
Colorado
$308M +$9.78M +3% 9.31% 65.2% 49 40.82%
PS
3410
Pensionfund Sabic
Netherlands
$308M +$23.9M +8% 9.39% 67.7% 213 15.02%
NO
3411
Ninety One
South Africa
$308M +$55.4M +22% 11.3% 193% 83 20.48%
FSA
3412
Fort Sheridan Advisors
Illinois
$307M +$10.8M +4% 7.74% 87.2% 191 8.38%
GWMIA
3413
Global Wealth Management Investment Advisory
Florida
$307M +$26.7M +10% 8.05% 67.5% 141 11.35%
TI
3414
Think Investments
California
$307M -$18.9M -6% 2.72% 119% 24 25%
A
3415
Abingworth
United Kingdom
$307M +$14.4M +5% 57.9% 184% 19 0%
PFA
3416
Pettinga Financial Advisors
Indiana
$307M +$15.8M +5% 8.9% 71.8% 109 20.18%
CBTWT
3417
Community Bank & Trust (Waco, Texas)
Texas
$307M +$25.5M +9% 11.7% 76.6% 140 8.57%
OCM
3418
Ovata Capital Management
Hong Kong
$307M +$37.2M +14% 6.59% 69.1% 47 59.57%
EDRIA
3419
Edmonds Duncan Registered Investment Advisors
Kansas
$307M +$23.9M +8% 7.38% 12.8% 137 11.68%
DI
3420
Diligent Investors
California
$306M +$25.9M +9% 8.2% 71.9% 286 11.19%
GG
3421
GenWealth Group
New Jersey
$306M +$10.4M +4% 5.93% 67.8% 73 21.92%
CA
3422
Claro Advisors
Massachusetts
$306M +$54.1M +22% 8.76% 85.5% 355 29.86%
CFS
3423
CRA Financial Services
New Jersey
$306M +$27.6M +10% 6.81% 78.9% 216 17.13%
MWP
3424
MYCIO Wealth Partners
Pennsylvania
$305M +$49M +19% 16.6% 60.3% 53 15.09%
SCM
3425
Stordahl Capital Management
Colorado
$305M +$28.6M +10% 8% 50.1% 53 13.21%