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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
PFM
2101
Phillips Financial Management
Indiana
$457M +$18.9M +4% 2.66% 33.6% 72 5.56%
FNT
2102
First Nebraska Trust
Nebraska
$457M +$10.9M +2% 3.84% 48% 146 6.16%
SFG
2103
Sage Financial Group
Pennsylvania
$456M +$21.3M +5% 3.25% 62% 56 0%
CW
2104
Cobiz Wealth
Colorado
$456M +$7.69M +2% 3.54% 54% 133 6.02%
FNF
2105
Fidelity National Financial
Florida
$456M +$17.9M +4% 4.58% 27.4% 22 0%
CTA
2106
Colonial Trust Advisors
South Carolina
$455M +$14.7M +3% 2.49% 68.3% 150 10.67%
FBP
2107
Flippin Bruce & Porter
Virginia
$454M +$10.8M +2% 4.02% 44.4% 78 8.97%
IHG
2108
Insight Holdings Group
New York
$454M +$44.5M +11% 1.67% 103% 5 20%
WIC
2109
Whitegate Investment Counselors
New Hampshire
$453M +$10.8M +2% 2.78% 40.3% 182 5.49%
DS
2110
Dudley & Shanley
Florida
$453M -$32.3M -7% 6.64% 57% 33 21.21%
LCM
2111
Lonestar Capital Management
California
$452M +$119M +36% 2% 237% 17 41.18%
NIT
2112
NumerixS Investment Technologies
British Columbia, Canada
$452M -$229M -34% 5.52% 24.6% 1,490 50.74%
BCMO
2113
Buckingham Capital Management (Ohio)
Ohio
$452M +$18.1M +4% 4.04% 26.3% 143 4.9%
Cetera Investment Advisers
2114
Cetera Investment Advisers
Illinois
$452M +$43.6M +11% 3.9% 58.2% 423 15.6%
DBG
2115
De Burlo Group
Massachusetts
$451M +$3.17M +0.7% 11.3% 98.1% 113 17.7%
EHPM
2116
Emery Howard Portfolio Management
California
$451M -$9.23M -2% 4.44% 66.5% 34 2.94%
AIL
2117
AGF Investments LLC
Ontario, Canada
$451M +$14.5M +3% 3% 28.5% 838 22.43%
RCIM
2118
Russell Clark Investment Management
United Kingdom
$450M +$91.9M +26% 17% 172% 71 28.17%
FC
2119
Finepoint Capital
Massachusetts
$449M +$60.4M +16% 7.73% 24.8% 9 22.22%
KPCM
2120
Kings Point Capital Management
New York
$448M +$18.6M +4% 3.85% 80.1% 378 17.46%
JFA
2121
JNBA Financial Advisors
Minnesota
$448M +$7.91M +2% 3.74% 61.8% 495 7.68%
BC
2122
Bruce & Co
Illinois
$447M +$9.58M +2% 2.95% 65.7% 50 2%
PAM
2123
Premier Asset Management
Illinois
$446M +$12.6M +3% 5.84% 104% 115 12.17%
SC
2124
Savant Capital
Illinois
$446M +$22.5M +5% 5.78% 51.8% 280 8.21%
BCP
2125
BDT Capital Partners
Illinois
$446M +$24.3M +6% 5.77% 49.7% 1 0%