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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
KB
1801
Kimelman & Baird
New York
$1.26B +$4.87M +0.4% 3.43% 372 6.99%
FLII
1802
First Long Island Investors
New York
$1.26B -$11M -0.9% 1.31% 65.5% 70 7.14%
BFS
1803
Baskin Financial Services
Ontario, Canada
$1.26B +$35.7M +3% 3.67% 60% 51 5.88%
CHAM
1804
Clear Harbor Asset Management
Connecticut
$1.25B +$23.5M +2% 0.99% 71.8% 425 21.41%
AAG
1805
Armstrong Advisory Group
Massachusetts
$1.25B +$45M +4% 0.12% 48.5% 867 12.46%
CIM
1806
Corda Investment Management
Texas
$1.25B -$29.7M -2% 1.4% 50.5% 74 8.11%
NC
1807
NewSquare Capital
Pennsylvania
$1.25B -$6.12M -0.5% 0.54% 76.5% 933 66.67%
NFA
1808
Nationwide Fund Advisors
Ohio
$1.25B -$16.8M -1% 4.43% 28.3% 7 0%
SC
1809
Sepio Capital
Utah
$1.25B -$34.9M -3% 4.06% 75.2% 312 12.18%
KP
1810
Keel Point
Alabama
$1.25B +$49.2M +4% 2.87% 65.1% 476 15.34%
SBWIC
1811
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.25B -$7.14M -0.6% 1.52% 83.4% 153 4.58%
PWAM
1812
Park West Asset Management
California
$1.25B -$153M -11% 1.49% 118% 56 42.86%
SCA
1813
Stonebridge Capital Advisors
Minnesota
$1.24B +$18.4M +1% 2.3% 64.2% 233 12.45%
1CP
1814
1607 Capital Partners
Virginia
$1.24B +$151M +14% 4.98% 19.1% 147 18.37%
VCA
1815
Verdence Capital Advisors
Maryland
$1.24B -$11.1M -0.9% 1.46% 75.2% 673 11.14%
SFG
1816
Sage Financial Group
Pennsylvania
$1.24B +$18.5M +2% 0.98% 62% 105 5.71%
SVWAG
1817
Sound View Wealth Advisors Group
Georgia
$1.24B +$16.6M +1% 1.38% 60.5% 425 6.59%
CNAM
1818
Campbell Newman Asset Management
Wisconsin
$1.24B -$88.3M -7% 0.42% 108% 109 8.26%
MYIA
1819
Mount Yale Investment Advisors
Colorado
$1.24B +$197M +19% 2.59% 69.4% 625 24.16%
LFS
1820
Lutz Financial Services
Nebraska
$1.24B +$4.96M +0.4% 1.33% 28.7% 94 9.57%
TIM
1821
Triodos Investment Management
Netherlands
$1.24B -$31M -2% 4.91% 67.4% 50 4%
TLIC
1822
Taiyo Life Insurance Company
Japan
$1.23B -$28M -2% 2.71% 79.2% 13 15.38%
HTHT
1823
Hemenway Trust Hemenway Trust
New Hampshire
$1.23B -$31.3M -2% 0.45% 58.4% 136 8.82%
PCP
1824
Proficio Capital Partners
Massachusetts
$1.23B +$227M +23% 2.82% 93.8% 381 29.66%
PCA
1825
Prosperity Capital Advisors
Ohio
$1.23B +$56.1M +5% 0.27% 65.5% 372 19.09%