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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
CFG
2201
CKW Financial Group
Hawaii
$495M -$45.7M -8% 2.64% 62.4% 191 16.75%
EAM
2202
Evanson Asset Management
California
$495M +$10.7M +2% 4.88% 66.6% 251 9.16%
SL
2203
Salomon & Ludwin
Virginia
$495M +$9.23M +2% 2.7% 52.6% 292 41.1%
JA
2204
JLB & Associates
Michigan
$495M +$20.4M +4% 4.12% 69.5% 75 8%
BCM
2205
Bowie Capital Management
Texas
$494M +$156M +46% 8.56% 31.6% 39 33.33%
EHPM
2206
Emery Howard Portfolio Management
California
$494M +$13.7M +3% 2.47% 66.5% 33 0%
KA
2207
Kintegral Advisory
New York
$493M +$18.1M +4% 4.53% 124% 269 0%
TCM
2208
TD Capital Management
Tennessee
$493M +$18.2M +4% 2.62% 40.5% 276 17.75%
JCM
2209
Jacobi Capital Management
Pennsylvania
$492M +$101M +26% 3.35% 76.6% 1,093 7.23%
SWM
2210
Segment Wealth Management
Texas
$492M +$19.5M +4% 3.28% 102% 208 7.21%
SWM
2211
SeaCrest Wealth Management
New York
$491M -$91.7M -16% 3.59% 142% 2,226 76.86%
DCP
2212
Diameter Capital Partners
New York
$491M +$205M +72% 4.71% 378% 24 62.5%
HCM
2213
Heathbridge Capital Management
Ontario, Canada
$491M -$9.56M -2% 2.1% 58.7% 30 10%
JFA
2214
JNBA Financial Advisors
Minnesota
$491M +$25.4M +5% 3.59% 61.8% 716 24.16%
SM
2215
Sunriver Management
Connecticut
$490M -$12.3M -2% 7.88% 9.27% 23 39.13%
SP
2216
Symmetry Partners
Connecticut
$490M -$96M -16% 3.57% 58.5% 456 37.94%
FRM
2217
Foundation Resource Management
Arkansas
$489M +$12.6M +3% 0.08% 67.8% 59 6.78%
PIM
2218
Penobscot Investment Management
Massachusetts
$489M +$16.9M +4% 4.3% 103% 203 11.82%
RBCM
2219
Raub Brock Capital Management
California
$489M +$13.3M +3% 4.82% 56.3% 60 38.33%
SEM
2220
Suncoast Equity Management
Florida
$488M +$37.3M +8% 6.79% 82.9% 48 25%
SSWM
2221
Sheets Smith Wealth Management
North Carolina
$487M +$25.2M +5% 5.9% 75.8% 340 16.18%
AL
2222
AIP LLC
New York
$487M +$117M +32% 31.6% 54.9% 1 0%
CM
2223
Capula Management
Cayman Islands
$486M +$411M +547% 3.85% 90.7% 106 98.11%
IGM
2224
Incline Global Management
New York
$485M -$13M -3% 0.93% 40.1% 30 43.33%
OMC
2225
Overbrook Management Corp
New York
$484M +$19.3M +4% 3.23% 146% 74 6.76%