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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 Avg Holding
Period (Yrs)
BA
3501
BCM Advisors
Louisiana
$191M +$9.65M +5% 1.97% 59.3% 39 15.38% 1.3
EFSCE
3502
Enterprise Financial Services Corp (EFSC)
Missouri
$191M -$6.43M -3% 5.28% 100% 1,089 16.16% 3.4
VIA
3503
Vantis Investment Advisers
Florida
$191M -$23.2M -11% 0.64% 39.6% 22 72.73% 0.3
CC
3504
Chanos & Company
New York
$191M +$30.8M +19% 5.3% – 51 33.33% 1.2
ANRIA
3505
American National Registered Investment Advisor
Texas
$190M -$18.4M -9% 8.01% 95.8% 243 11.11% 4.1
SIAP
3506
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$190M +$20.9M +12% 7.18% 97.5% 449 12.25% 1.2
CWM
3507
Cedar Wealth Management
California
$190M +$12M +7% 2.95% 68.1% 243 38.27% 1.4
SIAS
3508
Shine Investment Advisory Services
Colorado
$190M -$5.49M -3% 5.56% 29% 686 11.66% 1.2
UOC
3509
University of Chicago
Illinois
$190M -$23.5M -11% 4.2% 62.3% 4 0% 1.7
EM
3510
ELCO Management
New York
$190M +$3.75M +2% 3.76% 98.4% 150 10.67% 1.5
LJHT
3511
Laurie J. Hall Trustee
$190M +$15.7M +9% 8.57% 105% 358 2.79% 2.6
PFA
3512
Pinnacle Family Advisors
Missouri
$189M +$1.36M +0.7% 6.18% 85.8% 78 38.46% 0.9
FIM
3513
Fernwood Investment Management
Massachusetts
$189M +$3.94M +2% 4.15% 83.4% 175 15.43% 2.5
AFNAS
3514
American Financial Network Advisory Services
California
$189M +$4.93M +3% 5.37% – 182 6.04% 0.9
TSS
3515
Thomas Story & Son
Indiana
$189M +$16.6M +10% 10.1% 101% 56 5.36% 3.7
SCM
3516
Segantii Capital Management
Hong Kong
$189M -$52.5M -22% 3.66% 33.1% 42 73.81% 0.3
AVAI
3517
Atlas Venture Associates IX
Massachusetts
$189M -$38.3M -17% 6.8% 89.8% 7 0% 0.8
BDCM
3518
Black Diamond Capital Management
Connecticut
$189M -$31.9M -14% 11.7% 28.3% 6 50% 1.2
IF
3519
Ironwood Financial
Arizona
$188M +$15.7M +9% 3.13% 48.8% 384 24.74% 2.3
TSWM
3520
Triangle Securities Wealth Management
North Carolina
$188M +$9.32M +5% 7.55% 83.6% 141 3.55% 3.6
SFG
3521
SevenBridge Financial Group
Pennsylvania
$188M +$8.61M +5% 8.51% 81.7% 638 8.78% 1.9
FIM
3522
Farmhouse Investment Management
California
$188M +$24.9M +15% 8.08% – 19 15.79% 1
AC
3523
Athos Capital
Hong Kong
$188M -$107M -36% 0.16% 110% 40 55% 0.4
MCM
3524
McMillion Capital Management
North Carolina
$188M +$11.2M +6% 8.16% 59.3% 76 14.47% 3.3
SWP
3525
Strategic Wealth Partners
Ohio
$188M +$14.9M +9% 5.42% – 736 13.59% 0.7