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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
BWA
1851
BDO Wealth Advisors
Florida
$813M -$124M -13% 12.8% 38.3% 1,145 6.99%
SB
1852
Strategic Blueprint
Georgia
$812M -$48.8M -6% 13.3% 76.6% 568 24.82%
TAM
1853
Taurus Asset Management
New York
$811M -$182M -18% 15.5% 26.9% 92 8.7%
FDCC
1854
Foster Dykema Cabot & Co
Massachusetts
$811M -$18.3M -2% 11.8% 34% 117 28.21%
NCM
1855
Novare Capital Management
North Carolina
$810M -$128M -14% 12.6% 65.7% 186 18.28%
RPGK
1856
Retirement Planning Group (Kansas)
Kansas
$810M -$105M -11% 13.9% 39.9% 137 40.88%
SFI
1857
SPC Financial Inc
Maryland
$810M -$51.4M -6% 8.54% 65.1% 209 19.62%
GCM
1858
Ghisallo Capital Management
Massachusetts
$810M -$112M -12% 3.27% 103% 340 35.59%
MTC
1859
McDaniel Terry & Co
Texas
$810M -$115M -12% 12.7% 52.9% 103 13.59%
SGCIA
1860
Smith Graham & Co Investment Advisors
Texas
$810M -$153M -16% 13.5% 56.9% 140 2.86%
WIC
1861
Woodmont Investment Counsel
Tennessee
$810M -$56M -6% 10.9% 66.8% 249 5.62%
BA
1862
Bristlecone Advisors
Washington
$810M -$4.59M -0.6% 16.3% 103% 251 13.15%
JCM
1863
Jag Capital Management
Missouri
$809M -$202M -20% 17.7% 178% 258 51.16%
SAM
1864
Southernsun Asset Management
Tennessee
$807M -$120M -13% 8.11% 45.7% 31 12.9%
MIA
1865
MMBG Investment Advisors
Florida
$806M -$153M -16% 18.8% 101% 164 8.54%
CCP
1866
Clough Capital Partners
Massachusetts
$806M -$512M -39% 10.9% 156% 135 57.04%
WSCM
1867
Wellington Shields Capital Management
New York
$806M -$108M -12% 7.37% 80.5% 329 11.25%
SSG
1868
Summit Securities Group
New York
$804M -$89.7M -10% 13.4% 96.7% 1,327 44.69%
CCA
1869
Conservest Capital Advisors
Pennsylvania
$803M -$99.3M -11% 13.3% 58.6% 101 22.77%
VFA
1870
Voya Financial Advisors
Connecticut
$803M -$71.4M -8% 11.7% 36.1% 273 13.55%
KCMH
1871
Kontiki Capital Management (HK)
Hong Kong
$803M +$179M +29% 13.4% 130% 7 0%
BHB
1872
Bank Hapoalim BM
Israel
$803M -$158M -16% 15.6% 58.6% 202 17.82%
AAIM
1873
American Assets Investment Management
California
$801M -$144M -15% 11.7% 413% 178 5.06%
DAM
1874
Dorsey Asset Management
Illinois
$801M -$237M -23% 29.1% 92.5% 11 9.09%
FG
1875
Fiduciary Group
Georgia
$801M +$43M +6% 13.1% 57.4% 232 3.45%