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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
NPT
4051
Nixon Peabody Trust
Massachusetts
$129M +$17.4M +16% 2.93% 85.3% 77 20.78%
SIM
4052
Sterling Investment Management
Arizona
$129M +$5.04M +4% 1.59% 44.1% 60 10%
RFWA
4053
RPg Family Wealth Advisory
Massachusetts
$129M +$6.88M +6% 2.95% 117% 306 47.71%
KAH
4054
Kathryn A. Hall
$129M +$2.99M +2% 2.12% 95.2% 7 28.57%
MHIM
4055
MacNealy Hoover Investment Management
Ohio
$129M +$3.36M +3% 2.15% 42.5% 71 4.23%
BI
4056
Ballast Inc
Kentucky
$129M +$3.29M +3% 1.13% 66% 91 12.09%
SFG
4057
Summit Financial Group
West Virginia
$129M +$701K +0.5% 3% 26.1% 131 9.16%
TA
4058
TMD & Associates
Arizona
$128M +$12.7M +11% 2.35% 20.5% 25 32%
FCM
4059
Ferox Capital Management
United Kingdom
$128M -$15.2M -11% 0.17% 2.07% 37 0%
OAJ
4060
Ogorek Anthony Joseph
New York
$128M +$13.3M +12% 1.42% 61.1% 148 16.89%
UOT
4061
University of Tennessee
Tennessee
$128M +$18.4M +17% 0.53% 2 0%
HCM
4062
Hutner Capital Management
Vermont
$128M -$305K -0.2% 0.82% 52.2% 44 4.55%
SCM
4063
Stonehearth Capital Management
Massachusetts
$128M -$1.08M -0.8% 1.15% 80.7% 40 20%
PFT
4064
Providence First Trust
Arizona
$128M +$6.84M +6% 2.84% 64.1% 71 5.63%
LS
4065
Lattice Strategies
Pennsylvania
$128M -$9.8M -7% 4.13% 19.9% 64 4.69%
WWM
4066
Windsor Wealth Management
Indiana
$128M +$9.64M +8% 2.72% 37.3% 130 14.62%
AWMF
4067
Arbor Wealth Management (Florida)
Florida
$128M +$10.7M +9% 0.29% 101% 72 44.44%
HIM
4068
Harbour Investment Management
Washington
$128M -$6.16M -5% 1.89% 58.8% 66 6.06%
BKA
4069
Brick & Kyle Associates
Pennsylvania
$128M +$3.98M +3% 2.64% 97.4% 106 7.55%
BLA
4070
Balter Liquid Alternatives
Massachusetts
$128M +$23M +22% 9.24% 76.7% 270 51.11%
GEA
4071
Glen Eagle Advisors
New Jersey
$128M +$6.43M +5% 3.01% 68.5% 717 9.48%
BOCM
4072
Bontempo Ohly Capital Management
Maryland
$128M +$2.3M +2% 1.06% 49.6% 29 0%
JIC
4073
JRM Investment Counsel
Nebraska
$127M +$3.18M +3% 2.05% 65.5% 35 11.43%
WCM
4074
Whitener Capital Management
North Carolina
$127M -$3.39M -3% 5.15% 98.5% 492 74.8%
BCM
4075
Billings Capital Management
Virginia
$127M -$1.09M -0.8% 4.45% 8 0%