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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
LIC
4151
Laurus Investment Counsel
Canada
$238M -$40.5M -15% 4.39% 14.1% 40 15%
SFG
4152
Summit Financial Group
West Virginia
$238M -$19.3M -8% 3.2% 26.1% 187 5.88%
BHWM
4153
Bay Harbor Wealth Management
Maryland
$238M -$7.42M -3% 3.78% 47.9% 182 18.68%
FA
4154
FC Advisory
Pennsylvania
$238M -$6.62M -3% 3.75% 42.9% 95 5.26%
MCP
4155
Martin Capital Partners
Oregon
$238M -$8.65M -4% 2.35% 35.2% 73 2.74%
FFA
4156
Fairfield Financial Advisors
Massachusetts
$238M -$12.5M -5% 0.78% 328 12.8%
HP
4157
Hilltop Partners
Indiana
$238M -$3.12M -1% 3.6% 45.5% 105 15.24%
HIP
4158
Hengistbury Investment Partners
United Kingdom
$238M -$69.4M -23% 1.72% 91% 7 14.29%
TA
4159
Teramo Advisors
Florida
$237M +$8.23M +4% 3.5% 62.5% 20 35%
RRCM
4160
Rappaport Reiches Capital Management
Illinois
$237M -$2.16M -0.9% 2.61% 17.6% 78 7.69%
GM
4161
Granger Management
New York
$237M -$5.69M -2% 0.39% 63.5% 23 4.35%
CM
4162
Columbus Macro
Pennsylvania
$237M -$14.5M -6% 3.05% 46.8% 167 13.17%
AI
4163
Auour Investments
Massachusetts
$237M +$1.49M +0.6% 2.82% 35.5% 73 4.11%
VST
4164
Van Strum & Towne
California
$237M -$4.66M -2% 0.41% 50.9% 100 7%
TA
4165
TrueWealth Advisors
Alabama
$237M -$6.63M -3% 2.21% 58.5% 209 17.22%
HP
4166
Holowesko Partners
Bahamas
$237M +$8.39M +4% 3.36% 52.1% 29 10.34%
AIC
4167
Ayalon Insurance Company
Israel
$237M -$2.31M -1% 3.26% 89.3% 89 6.74%
AFS
4168
Aft Forsyth & Sober
Florida
$237M -$4.05M -2% 1.1% 77.3% 84 2.38%
RDFA
4169
Ritter Daniher Financial Advisory
Ohio
$237M -$4.63M -2% 3.88% 56.7% 386 22.28%
JCIA
4170
Jackson Creek Investment Advisors
Colorado
$237M -$13.3M -5% 0.23% 185% 381 42.78%
RA
4171
Regis Acquisition
Colorado
$237M -$4.29M -2% 3.77% 41 7.32%
CIM
4172
Chiron Investment Management
New York
$237M -$120M -34% 2.61% 104% 148 78.38%
IBOK
4173
Independence Bank of Kentucky
Kentucky
$237M -$9.98M -4% 4.01% 80.6% 520 8.65%
SC
4174
Schiavi & Co
Delaware
$236M -$4.92M -2% 2.89% 33% 29 17.24%
RIP
4175
RAM Investment Partners
Washington
$236M -$2.71M -1% 3.24% 53.4% 55 12.73%