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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 Avg Holding
Period (Yrs)
3AM
2176
3D Asset Management
Connecticut
$329M -$16.1M -5% 2.77% 0.82% 47 23.4% 1
Spirit of America Management Corp
2177
Spirit of America Management Corp
New York
$329M +$77.9M +31% 0.61% 113% 352 21.88% 0.5
USCA RIA
2178
USCA RIA
Texas
$328M +$29.9M +10% 0.36% 60.6% 352 25.57% 0.8
Strategic Investment Management
2179
Strategic Investment Management
Virginia
$328M -$87.2M -21% 3.72% 53.4% 146 55.48% 0.3
LIC
2180
Lodestar Investment Counsel
Illinois
$327M -$5.48M -2% 0.01% 45.1% 115 0.87% 1.1
Joel Isaacson & Co
2181
Joel Isaacson & Co
New York
$327M +$7.64M +2% 0.32% 72.5% 676 16.86% 0.9
Altai Capital Management
2182
Altai Capital Management
California
$326M -$189M -37% 21.7% 24.9% 6 16.67% 0.6
Greenwood Capital Associates
2183
Greenwood Capital Associates
South Carolina
$326M +$3.44M +1% 0.39% 81.3% 164 31.1% 0.7
Lucas Capital Management
2184
Lucas Capital Management
New Jersey
$326M +$10.4M +3% 7.34% 44.5% 155 8.39% 1
Biondo Investment Advisors
2185
Biondo Investment Advisors
Pennsylvania
$325M +$8.35M +3% 2.78% 83.4% 94 15.96% 1.1
Mather Group
2186
Mather Group
Illinois
$325M +$16.9M +5% 0.56% 54.1% 26 19.23% 0.8
Carroll Financial Associates
2187
Carroll Financial Associates
North Carolina
$324M -$33.2M -9% 0.1% 79.9% 1,053 19.56% 0.9
Stelac Advisory Services
2188
Stelac Advisory Services
New York
$323M +$56.5M +21% 2.62% 84.9% 35 8.57% 1.1
Colonial Trust Advisors
2189
Colonial Trust Advisors
South Carolina
$323M -$6.16M -2% 0.62% 80% 140 3.57% 1
Callahan Advisors
2190
Callahan Advisors
Texas
$323M +$8.06M +3% 2.03% 87.7% 124 5.65% 1.1
LG Capital Management
2191
LG Capital Management
Maryland
$323M +$39.1M +14% 1.51% – 56 60.71% 0.3
Chatham Capital Group
2192
Chatham Capital Group
Georgia
$322M +$66.6M +26% 1.2% 97% 153 33.33% 0.8
Buckingham Capital Management (Ohio)
2193
Buckingham Capital Management (Ohio)
Ohio
$321M +$4.1M +1% 0.57% 26.3% 180 7.78% 1.1
13D Management
2194
13D Management
New York
$321M +$46.6M +17% 3.68% 157% 42 33.33% 0.6
RPGK
2195
Retirement Planning Group (Kansas)
Kansas
$321M -$9.6M -3% 3.41% 54.7% 70 11.43% 1.1
ARGA Investment Management
2196
ARGA Investment Management
Connecticut
$321M +$60M +23% 4.95% 78.1% 42 26.19% 0.7
Hemenway Trust Hemenway Trust
2197
Hemenway Trust Hemenway Trust
New Hampshire
$320M -$9.9M -3% 0.16% 87.2% 199 9.05% 1
CCMD
2198
Cypress Capital Management (Delaware)
Delaware
$319M -$13.3M -4% 2.23% 25.6% 60 25% 0.9
SFMG Wealth Advisors
2199
SFMG Wealth Advisors
Texas
$319M +$28.8M +10% 0.23% 76.1% 100 24% 0.9
Washington Trust Bank
2200
Washington Trust Bank
Washington
$319M -$173M -35% 1.64% 80.5% 913 15.55% 0.5