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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
IAIM
6626
Industrial Alliance Investment Management
Quebec, Canada
$176M +$10.5M +6% 2.12% 81.5% 8 25%
SIM
6627
SummerHaven Investment Management
Connecticut
$176M +$4.52M +3% 8.69% 143% 198 3.03%
SFC
6628
Swisher Financial Concepts
Ohio
$176M +$9.31M +6% 2.67% 100 15%
EC
6629
EJF Capital
Virginia
$176M +$3.91M +2% 7.94% 127% 83 20.48%
MCS
6630
Mercuria Capital Strategies
Texas
$176M +$100M +132% 3.26% 35 91.43%
WFG
6631
Wormser Freres Gestion
France
$176M -$3.78M -2% 4.12% 49 10.2%
AIM
6632
Ausbil Investment Management
Australia
$176M -$11.6M -6% 2.88% 120% 78 23.08%
BFS
6633
Burrus Financial Services
Utah
$176M -$42.1M -19% 1.1% 30.2% 15 53.33%
MG
6634
McHugh Group
Ohio
$176M +$8.61M +5% 3.45% 83 9.64%
SFP
6635
Strategic Financial Planning
Texas
$176M +$3.18M +2% 0.8% 47.5% 39 2.56%
ACM
6636
Archon Capital Management
Washington
$176M +$7.86M +5% 12.9% 222% 57 35.09%
EFG
6637
Ehrlich Financial Group
California
$176M +$7.24M +4% 2.18% 121 18.18%
GRA
6638
Golden Road Advisors
Florida
$176M +$2.86M +2% 2.27% 55 14.55%
GP
6639
Gridiron Partners
Pennsylvania
$176M -$462K -0.3% 0.19% 67 11.94%
GHI
6640
Gross & Hartman Investments
Pennsylvania
$175M 1.27% 71
BFG
6641
Birch Financial Group
New Hampshire
$175M +$5.59M +3% 2.31% 147 19.05%
TP
6642
Teca Partners
Texas
$175M +$16.8M +11% 1.5% 66% 14 35.71%
TDB
6643
Thompson David Blair
$175M 2.19% 172
EA
6644
Echo45 Advisors
California
$175M +$4.65M +3% 1.31% 49.9% 76 26.32%
GWCM
6645
Godshalk Welsh Capital Management
Pennsylvania
$175M +$809K +0.5% 1.44% 61.1% 139 10.79%
KWA
6646
Kellett Wealth Advisors
Ohio
$175M +$9.37M +6% 2.21% 68.1% 84 15.48%
LDNAM
6647
Lepercq De Neuflize Asset Management
New York
$175M +$1.6M +0.9% 2.45% 19 63.16%
QAM
6648
QSM Asset Management
United Kingdom
$175M +$34.8M +25% 3.11% 22 13.64%
LG
6649
LAM Group
Oregon
$175M +$13.4M +8% 2.76% 54.3% 75 5.33%
HHMI
6650
Howard Hughes Medical Institute
Maryland
$175M +$4.07M +2% 2.49% 70.9% 506 2.37%