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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
WIM
1626
WealthPlan Investment Management
Nebraska
$2.01B +$219M +12% 16.1% 62.6% 502 13.55%
EFS
1627
Essex Financial Services
Connecticut
$2.01B +$225M +13% 15.4% 87.7% 878 14.35%
FOF
1628
Fenelon Opportunity Fund
Texas
$2.01B 13% 6
JWA
1629
JFS Wealth Advisors
Pennsylvania
$2.01B +$219M +12% 11.8% 54.8% 2,306 20.42%
CC
1630
Courier Capital
New York
$2B +$214M +12% 13.1% 64.1% 407 7.37%
SB
1631
Strategic Blueprint
Georgia
$2B +$282M +16% 16.6% 76.6% 734 18.12%
NL
1632
NWAM LLC
Washington
$2B +$263M +15% 16.2% 112% 713 16.97%
CC
1633
Casdin Capital
New York
$2B +$677M +51% 55.7% 370% 46 19.57%
KOCAA
1634
Knights of Columbus Asset Advisors
Connecticut
$2B +$225M +13% 22.5% 137% 433 19.17%
CAM
1635
Cacti Asset Management
Georgia
$1.99B +$344M +21% 44.2% 168% 78 2.56%
BGGS
1636
Boussard & Gavaudan Gestion SAS
France
$1.99B 3.07% 103
SC
1637
Sepio Capital
Utah
$1.99B +$146M +8% 13.7% 75.2% 405 23.46%
TMC
1638
Toyota Motor Corp
Japan
$1.99B -$454M -19% 5.88% 78.9% 4 50%
PA
1639
PFG Advisors
Arizona
$1.98B -$70M -3% 16.2% 77.4% 869 18.3%
SAW
1640
Signal Advisors Wealth
Michigan
$1.98B +$522M +36% 13.5% 687 23.58%
WAS
1641
Wesleyan Assurance Society
United Kingdom
$1.98B +$284M +17% 23.1% 102% 110 4.55%
CRM
1642
Cramer Rosenthal McGlynn
Connecticut
$1.98B +$614M +45% 30% 113% 103 23.3%
CPO
1643
Cerity Partners OCIO
New York
$1.98B +$309M +19% 17.7% 29 17.24%
PCMH
1644
Polymer Capital Management (HK)
Hong Kong
$1.98B +$818M +71% 71% 218 63.76%
LCP
1645
LGT Capital Partners
Switzerland
$1.97B +$92.4M +5% 11.3% 67.2% 41 14.63%
OFG
1646
Oxford Financial Group
Indiana
$1.97B +$117M +6% 9.09% 77.2% 323 14.86%
CPSAC
1647
Chas P. Smith & Associates (CPS)
Florida
$1.97B +$130M +7% 10.3% 53.7% 201 13.43%
JPG
1648
Jordan Park Group
California
$1.97B +$93.7M +5% 14.6% 43.2% 73 12.33%
AWA
1649
Aaron Wealth Advisors
Illinois
$1.97B +$207M +12% 21% 96.4% 776 22.29%
FMI
1650
F/M Investments
District of Columbia
$1.97B +$462M +31% 16.6% 101% 381 20.21%