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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
IFO
3926
Independent Family Office
New York
$239M +$28.6M +14% 15% 68.4% 67 16.42%
IFA
3927
Invus Financial Advisors
New York
$239M +$31.4M +15% 28.8% 29.5% 6 0%
SAM
3928
Security Asset Management
New York
$239M +$76.6M +47% 13.8% 67.4% 87 9.2%
CMI
3929
Clare Market Investments
Texas
$239M +$34.8M +17% 16.8% 137 33.58%
PMA
3930
Prudent Man Advisors
Illinois
$239M +$50.1M +27% 13.5% 82.8% 186 17.2%
EA
3931
Ecofin Advisors
United Kingdom
$239M +$32M +15% 25.8% 77% 34 23.53%
WAM
3932
Wakefield Asset Management
Colorado
$239M +$26.1M +12% 16% 139% 195 40%
BS
3933
Bessemer Securities
New York
$239M +$23.7M +11% 12% 45% 88 7.95%
CAGAS
3934
Capital Advisory Group Advisory Services
Minnesota
$238M +$45.4M +24% 13.6% 54.8% 578 16.44%
SWP
3935
Strategic Wealth Partners
Ohio
$238M +$40.5M +20% 11.4% 183 19.67%
AFGI4KRSP
3936
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$238M +$54.9M +30% 30.8% 17.8% 1 0%
SC
3937
Schoolcraft Capital
Colorado
$238M +$25.7M +12% 12.2% 54.3% 50 8%
CCM
3938
CWH Capital Management
Washington
$238M +$18.2M +8% 14.1% 29.9% 97 12.37%
CFS
3939
CRA Financial Services
New Jersey
$238M +$28.7M +14% 12.3% 78.9% 166 15.66%
CI
3940
CAZ Investments
Texas
$238M +$161M +209% 26.8% 255% 47 27.66%
FAAM
3941
First Ascent Asset Management
Colorado
$237M +$53.1M +29% 9.99% 4.15% 28 14.29%
MA
3942
MJP Associates
Connecticut
$237M 10.8% 60.9% 120
YIH
3943
Y-Intercept (HK)
Hong Kong
$237M 21.8% 34.4% 490
AFA
3944
Arlington Financial Advisors
California
$237M +$41.9M +21% 22.6% 60.7% 62 11.29%
LTI
3945
Laffer Tengler Investments
Tennessee
$237M +$37.1M +19% 8.34% 96.5% 321 24.3%
NPT
3946
Nixon Peabody Trust
Massachusetts
$237M +$19.9M +9% 11.5% 85.3% 75 13.33%
MIC
3947
Meridian Investment Counsel
California
$237M +$30.6M +15% 16.1% 103% 190 8.42%
TFM
3948
TFC Financial Management
Massachusetts
$237M +$34.8M +17% 12.7% 60% 609 11.17%
CWM
3949
Cordatus Wealth Management
Pennsylvania
$237M +$28.9M +14% 16% 96.3% 162 27.16%
WA
3950
Winfield Associates
Ohio
$237M +$26.6M +13% 11.3% 77.8% 140 13.57%