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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
FTI
2101
Fiduciary Trust International
Massachusetts
$340M +$5.54M +2% 0.58% 36.8% 129 10.85%
MA
2102
MCF Advisors
Kentucky
$339M +$22.2M +7% 0.53% 41.5% 488 19.47%
FIMG
2103
Financial & Investment Management Group
Michigan
$339M -$10.7M -3% 4.39% 18.9% 123 25.2%
GIA
2104
GHP Investment Advisors
Colorado
$339M +$319K +0.1% 1.76% 75.2% 275 4.36%
FWCM
2105
First Western Capital Management
California
$338M +$35M +12% 1.65% 43% 149 26.85%
BCM
2106
Boltwood Capital Management
California
$337M -$1.29M -0.4% 0.05% 56.3% 91 4.4%
KAM
2107
Knightsbridge Asset Management
California
$337M -$41.4M -11% 6.99% 105% 51 9.8%
PWM
2108
Perigon Wealth Management
California
$336M -$14.9M -4% 0.53% 81.3% 217 18.89%
TCM
2109
Twele Capital Management
Minnesota
$336M -$222K -0.1% 1.83% 34.9% 61 1.64%
GAM
2110
Griffin Asset Management
New York
$335M +$15.3M +5% 0.78% 80.7% 111 10.81%
EBSAM
2111
Eubel Brady & Suttman Asset Management
Ohio
$335M -$13.8M -4% 0.67% 37.6% 87 10.34%
WHI
2112
William Harris Investors
Illinois
$335M -$25.8M -7% 2.35% 3.28% 89 11.24%
LKIM
2113
Lawson Kroeker Investment Management
Nebraska
$335M -$8.84M -3% 1.02% 64.7% 73 2.74%
EFS
2114
Essex Financial Services
Connecticut
$335M +$588K +0.2% 0.56% 73.2% 314 8.92%
IGM
2115
Incline Global Management
New York
$334M +$67M +25% 1.19% 13.6% 39 28.21%
AIM
2116
Arcadia Investment Management
Michigan
$333M -$9.77M -3% 2.29% 83.5% 103 7.77%
ACP
2117
Andalusian Capital Partners
Connecticut
$332M +$50.2M +18% 3.28% 52 46.15%
EK
2118
Evensky & Katz
Florida
$332M +$65.9M +25% 1.52% 57.1% 46 26.09%
BWM
2119
Braver Wealth Management
Massachusetts
$332M -$55.3M -14% 0.44% 20.4% 93 24.73%
PFM
2120
Phillips Financial Management
Indiana
$331M -$4M -1% 2.29% 33.6% 72 12.5%
RIA
2121
Regal Investment Advisors
Michigan
$331M +$50.1M +18% 0.57% 53.9% 1,024 15.23%
AI
2122
Accredited Investors
Minnesota
$331M +$23.3M +8% 3.15% 74% 75 16%
WCP
2123
Waterfront Capital Partners
New York
$331M +$72.8M +28% 2.67% 88.3% 61 55.74%
KPCM
2124
Kings Point Capital Management
New York
$330M -$2.35M -0.7% 1.62% 80.1% 340 12.65%
TAM
2125
Toscafund Asset Management
United Kingdom
$330M +$25.3M +8% 0.09% 80.9% 15 40%