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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
SWM
2101
Segment Wealth Management
Texas
$449M -$143M -24% 18.9% 102% 238 25.21%
RMC
2102
Resources Management Corp
Connecticut
$448M -$129M -22% 19% 78.5% 525 12.57%
JMFC
2103
J.M. Forbes & Co
Massachusetts
$448M -$163M -27% 13% 95.1% 112 23.21%
IA
2104
IFG Advisory
Georgia
$448M -$99.8M -18% 17.4% 70.1% 426 20.66%
FL
2105
Fort LP
Maryland
$446M -$120M -21% 17.1% 56.8% 475 29.89%
TCM
2106
Tygh Capital Management
Oregon
$446M -$159M -26% 18.8% 251% 90 35.56%
PDN
2107
Pensionfund DSM Netherlands
Netherlands
$445M -$167M -27% 21.3% 36.6% 204 4.9%
PHS
2108
Pekin Hardy Strauss
Illinois
$445M -$164M -27% 20.3% 102% 240 25.83%
TFS
2109
TrustCore Financial Services
Tennessee
$444M -$84.7M -16% 20.1% 28.3% 1,010 18.32%
MYIA
2110
Mount Yale Investment Advisors
Colorado
$444M -$132M -23% 19.8% 81.9% 343 22.16%
DF
2111
Donoghue Forlines
Massachusetts
$444M -$201M -31% 3.7% 199% 157 66.24%
VCM
2112
Vivaldi Capital Management
Illinois
$443M +$29.7M +7% 12.7% 69.2% 255 34.9%
OH
2113
Overlook Holdings
British Virgin Islands
$443M +$12.3M +3% 0.13% 3 33.33%
TAMH
2114
Taikang Asset Management (HK)
Hong Kong
$443M +$43.6M +11% 7.52% 172% 84 16.67%
KM
2115
Kora Management
New York
$442M -$26M -6% 0.64% 307% 9 33.33%
AHB
2116
Abner Herrman & Brock
New Jersey
$442M -$230M -34% 17.1% 139% 134 21.64%
FFA
2117
Fragasso Financial Advisors
Pennsylvania
$440M -$154M -26% 15.3% 65.5% 146 29.45%
K
2118
Kemper
Illinois
$440M -$176M -29% 21.2% 28.6% 54 14.81%
SCM
2119
SKBA Capital Management
California
$440M -$193M -31% 27.9% 53.9% 80 23.75%
MAA
2120
Matrix Asset Advisors
New York
$439M -$173M -28% 20.5% 76.9% 79 15.19%
AH
2121
Aviva Holdings
Bahamas
$439M -$174M -28% 29.9% 36.5% 5 0%
NSEDCP
2122
NJ State Employees Deferred Compensation Plan
New Jersey
$437M -$152M -26% 17% 127% 541 11.28%
IAM
2123
Ion Asset Management
Israel
$437M -$100M -19% 17.1% 125% 29 51.72%
KFM
2124
KG Funds Management
New York
$436M -$270M -38% 21.8% 45.8% 11 36.36%
WWM
2125
Western Wealth Management
Colorado
$436M -$224M -34% 15.2% 82.6% 433 21.94%