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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
SIC
3451
SFE Investment Counsel
California
$182M -$62.5M -26% 19.2% 105% 113 10.62%
SIA
3452
Starfire Investment Advisers
Michigan
$182M -$80M -31% 19.8% 19.2% 173 15.61%
AFGI4KRSP
3453
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$182M -$99.2M -35% 36.1% 17.8% 1 0%
WSC
3454
Wellington Shields & Co
New York
$181M -$44.3M -20% 18.3% 109% 186 18.82%
RCG
3455
Rock Creek Group
District of Columbia
$181M -$69.2M -28% 16% 37.2% 141 46.81%
NL
3456
NEPC LLC
Massachusetts
$181M -$15.5M -8% 8.95% 21.3% 31 25.81%
BCM
3457
Birmingham Capital Management
Alabama
$181M -$43.7M -19% 20.4% 103% 102 13.73%
OAM
3458
Oberweis Asset Management
Illinois
$181M -$119M -40% 15.4% 485% 225 34.67%
BFC
3459
Blue Fin Capital
Rhode Island
$181M -$31.1M -15% 12.7% 125% 130 13.85%
TGM
3460
Tenzing Global Management
California
$181M -$39M -18% 22.6% 273% 32 62.5%
ISWM
3461
Independent Solutions Wealth Management
New York
$181M -$44.9M -20% 14.6% 111% 157 20.38%
MWA
3462
Meridian Wealth Advisors
Texas
$181M -$72.9M -29% 19.2% 79.9% 179 26.26%
HFA
3463
Hoover Financial Advisors
Pennsylvania
$181M -$24.1M -12% 20.1% 96 18.75%
DCM
3464
DeGreen Capital Management
Arizona
$181M -$22.4M -11% 16.2% 28.5% 24 29.17%
NME
3465
Notis-McConarty Edward
$181M -$44.4M -20% 15.5% 91.2% 101 13.86%
AA
3466
AlphaMark Advisors
Kentucky
$181M -$58.4M -24% 16.5% 26.4% 668 28.89%
FPM
3467
Francisco Partners Management
California
$181M -$23M -11% 11.2% 14.3% 2 0%
WAS
3468
WESPAC Advisors SoCal
California
$180M -$30.1M -14% 11.6% 127% 98 35.71%
CWM
3469
Concentric Wealth Management
California
$180M -$52.9M -23% 20.2% 33.4% 128 10.16%
C
3470
Certuity
Florida
$180M -$28.8M -14% 18.3% 190% 238 45.38%
DPI
3471
Diversified Portfolios Inc
Michigan
$180M -$30.8M -15% 14% 38.2% 68 26.47%
SP
3472
Summit Partners
Massachusetts
$180M -$28.1M -13% 12.8% 13.7% 6 16.67%
SACTSONJ
3473
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$180M -$61.5M -25% 17% 147% 228 9.65%
CBFP
3474
Cedar Brook Financial Partners
Ohio
$180M -$55.2M -23% 16.6% 47% 311 25.72%
ECM
3475
Elgethun Capital Management
South Dakota
$180M -$25.4M -12% 25.9% 61.5% 101 6.93%