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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
KPCM
2051
Kings Point Capital Management
New York
$548M +$44.5M +9% 5.03% 80.1% 432 18.98%
SFSG
2052
Stearns Financial Services Group
North Carolina
$548M +$18.1M +3% 2.67% 26.1% 187 13.9%
PA
2053
Planning Alternatives
Michigan
$547M +$711K +0.1% 2.57% 50.4% 51 11.76%
SVP
2054
Strategic Value Partners
Connecticut
$547M -$508M -48% 12.9% 11 36.36%
SH
2055
SeaTown Holdings
Singapore
$547M -$302M -36% 6.11% 220% 87 60.92%
PFM
2056
Phillips Financial Management
Indiana
$546M +$21.5M +4% 2.19% 33.6% 78 2.56%
KFA
2057
Kays Financial Advisory
Georgia
$546M +$29.7M +6% 3.16% 23.3% 124 8.87%
NPPM
2058
North Point Portfolio Managers
Ohio
$546M +$18.9M +4% 4.52% 55% 81 13.58%
ACM
2059
Archon Capital Management
Washington
$545M +$179M +49% 10.6% 131% 37 45.95%
LCM
2060
Legato Capital Management
California
$545M +$242M +80% 0.75% 177% 197 28.93%
WCM
2061
Weld Capital Management
New York
$544M -$4.7M -0.9% 1.95% 1,058 74.29%
COI
2062
Connable Office Inc
Michigan
$544M +$28.9M +6% 2.89% 54.5% 196 20.92%
CNBT
2063
Canandaigua National Bank & Trust
New York
$543M +$21.2M +4% 4.38% 306 13.07%
RWM
2064
RKL Wealth Management
Pennsylvania
$542M +$31.7M +6% 3.5% 54.1% 132 7.58%
CCI
2065
Cevian Capital II
Jersey
$542M -$9.3M -2% 9.28% 56.3% 2 0%
NP
2066
Ninepoint Partners
Ontario, Canada
$542M +$7.57M +1% 0.48% 38.6% 118 49.15%
MYIA
2067
Mount Yale Investment Advisors
Colorado
$542M +$7.83M +1% 4.11% 69.4% 350 21.14%
NIA
2068
Northstar Investment Advisors
Colorado
$542M +$2.85M +0.5% 4.05% 85.8% 131 16.79%
JMH
2069
J.M. Hartwell
New York
$541M -$8.28M -2% 4.57% 72.2% 86 13.95%
HRCM
2070
Hawk Ridge Capital Management
California
$540M +$65M +14% 3.08% 33.3% 50 34%
ASP
2071
Adams Street Partners
Illinois
$539M +$22.8M +4% 4.18% 352% 21 52.38%
JAM
2072
Jacobs Asset Management
New York
$539M +$33.9M +7% 5.18% 79.5% 67 41.79%
KA
2073
Klingman & Associates
New York
$538M +$25.3M +5% 2.28% 47.1% 122 4.1%
FWP
2074
FAS Wealth Partners
Kansas
$537M +$24.7M +5% 2.78% 58% 197 6.6%
BCM
2075
BTR Capital Management
California
$536M +$16.1M +3% 5.03% 35% 181 18.78%