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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
DI
4026
DFPG Investments
Utah
$217M +$30.2M +16% 13.2% 38.2% 196 28.06%
PFSC
4027
Peoples Financial Services Corp
Pennsylvania
$217M +$18.8M +9% 11.1% 93% 298 1.34%
UBPAM
4028
Union Bancaire Privee Asset Management
New York
$217M -$44.8M -17% 8.06% 40 12.5%
AP
4029
Arlington Partners
Alabama
$217M +$34.7M +19% 15.2% 43.7% 241 46.47%
SAM
4030
Smithbridge Asset Management
Pennsylvania
$217M +$23.5M +12% 14.1% 88 5.68%
HWA
4031
Heritage Way Advisors
Illinois
$217M +$26.6M +14% 13.9% 79.4% 67 5.97%
SRSA
4032
S.R. Schill & Associates
Washington
$217M +$19.9M +10% 9.64% 36.7% 91 25.27%
CSUI
4033
Cincinnati Specialty Underwriters Insurance
Ohio
$217M +$23.7M +12% 13.5% 110% 37 0%
RCM
4034
RB Capital Management
Nevada
$217M +$3.76M +2% 11.7% 73.5% 154 10.39%
PM
4035
Prosight Management
Texas
$216M +$6.19M +3% 15.9% 46.2% 62 56.45%
CIM
4036
Cowen Investment Management
New York
$216M -$21.4M -9% 9.88% 1.87% 198 70.71%
MCM
4037
Monument Capital Management
Virginia
$216M +$26.8M +14% 10.7% 160% 99 15.15%
TWP
4038
Total Wealth Planning
Ohio
$216M +$23.6M +12% 10.8% 37.2% 42 4.76%
HWM
4039
Hemington Wealth Management
Virginia
$216M 13.9% 76.1% 81
RA
4040
Riversedge Advisors
Delaware
$216M +$26.8M +14% 11.8% 60.4% 50 12%
KIG
4041
Kowal Investment Group
Wisconsin
$215M 11.4% 21.1% 90
OFCM
4042
One Fin Capital Management
California
$215M +$59.4M +38% 24.2% 75.5% 30 70%
WOC
4043
West Oak Capital
California
$215M +$33.4M +18% 10.8% 110% 357 15.13%
RFA
4044
Radnor Financial Advisors
Pennsylvania
$215M +$40.6M +23% 17.3% 3.04% 21 14.29%
BRC
4045
Blue Ridge Capital
New York
$215M 148% 1
GLI
4046
Guardian Life Insurance
New York
$215M 2.54% 1
SI
4047
SimpliFi Inc
California
$215M +$13.8M +7% 6.99% 26.7% 26 26.92%
HIM
4048
Hotaling Investment Management
Pennsylvania
$214M +$29.4M +16% 13.2% 52.6% 120 17.5%
BIA
4049
BHK Investment Advisors
Alabama
$214M +$36.6M +21% 13.9% 54.6% 63 7.94%
TJHA
4050
Thomas J. Herzfeld Advisors
Florida
$214M +$65.4M +44% 18.8% 17.9% 313 23.64%