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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
FFA
2176
Fragasso Financial Advisors
Pennsylvania
$506M +$37.2M +8% 3.87% 65.5% 125 15.2%
CW
2177
Cobiz Wealth
Colorado
$506M -$13.4M -3% 3.55% 54% 122 11.48%
PHS
2178
Pekin Hardy Strauss
Illinois
$505M -$771M -60% 0.38% 102% 220 13.64%
SFM
2179
Signet Financial Management
New Jersey
$504M -$6.53M -1% 1.9% 65.2% 249 12.45%
AP
2180
Archon Partners
New Jersey
$504M +$29.8M +6% 7.47% 86% 60 8.33%
KFS
2181
Kurt F. Somerville
$504M -$107K -0% 3.75% 92.9% 110 9.09%
BST
2182
Bath Savings Trust
Maine
$503M +$28.6M +6% 5.86% 47.3% 134 8.96%
VCP
2183
Vista Capital Partners
Oregon
$503M +$16.9M +3% 3.06% 61.2% 58 12.07%
NL
2184
NWAM LLC
Washington
$502M +$38.7M +8% 3.78% 112% 389 10.8%
WAM
2185
Weatherly Asset Management
California
$502M +$12.2M +2% 3.45% 108% 192 5.21%
GC
2186
Gobi Capital
California
$502M +$5.39M +1% 0.3% 93.7% 8 0%
AAM
2187
Auxier Asset Management
Oregon
$501M +$14.6M +3% 2.34% 71.7% 163 6.75%
ALAM
2188
Asahi Life Asset Management
Japan
$501M -$110M -18% 3.59% 122% 250 44.8%
BOPW
2189
Brandywine Oak Private Wealth
Pennsylvania
$500M +$20.5M +4% 2.1% 55.7% 232 12.07%
WMA
2190
White Mountains Advisors
Connecticut
$500M -$147M -23% 3.71% 33.4% 3 0%
TCM
2191
Twele Capital Management
Minnesota
$499M +$42.7M +9% 2.19% 34.9% 46 0%
WIC
2192
Whitegate Investment Counselors
New Hampshire
$497M +$14.4M +3% 3.65% 48% 204 5.88%
TF
2193
Tompkins Financial
New York
$497M -$29.1M -6% 3.99% 74.1% 416 18.99%
CGL
2194
Clarius Group LLC
Washington
$497M +$86.2M +21% 5.55% 92.1% 270 25.56%
MG
2195
Meditor Group
Bermuda
$497M -$36.2M -7% 4.47% 41.1% 9 0%
CHAM
2196
Clear Harbor Asset Management
Connecticut
$497M +$3.52M +0.7% 5.38% 98.6% 275 18.55%
KRSITF
2197
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$497M +$39.8M +9% 4.67% 115% 430 5.12%
SFI
2198
SPC Financial Inc
Maryland
$497M +$29.6M +6% 3.73% 65.1% 137 11.68%
LIM
2199
Lingotto Investment Management
United Kingdom
$496M +$75.6M +18% 18% 388% 7 0%
PTC
2200
Private Trust Company
Ohio
$496M +$15.2M +3% 4.23% 79.6% 388 11.86%