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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)
FPFS
2226
First Personal Financial Services
North Carolina
$456M -$57.8M -11% 0.84% 31.5% 1,112 16.73% 1.5
First Light Asset Management
2227
First Light Asset Management
Minnesota
$455M +$90.7M +25% 22.3% 364% 55 10.91% 2.5
Guinness Asset Management
2228
Guinness Asset Management
United Kingdom
$455M -$20.7M -4% 1.35% 73.9% 106 9.43% 2.8
TEC
2229
Tiger Eye Capital
Tennessee
$455M -$149M -25% 10.3% 116% 39 35.9% 0.8
OneDigital Investment Advisors
2230
OneDigital Investment Advisors
Kansas
$455M -$420M -48% 1.65% 57.3% 1,422 13.5% 0.5
MCP
2231
Moab Capital Partners
New York
$454M +$57.2M +14% 3.52% 89.3% 38 50% 1.1
Sage Financial Group
2232
Sage Financial Group
Pennsylvania
$453M -$61.7M -12% 1.06% 62% 61 11.48% 2.7
Buckhead Capital Management
2233
Buckhead Capital Management
Georgia
$453M -$15.8M -3% 2.74% 67.6% 185 9.19% 3.4
Regal Investment Advisors
2234
Regal Investment Advisors
Michigan
$452M +$3.81M +0.8% 2.25% 64.7% 327 17.74% 2.5
KFS
2235
Kurt F. Somerville
$452M -$31.3M -6% 0.65% 92.9% 107 5.61% 3.5
OFM
2236
Okumus Fund Management
Cayman Islands
$452M +$49.9M +12% 6.35% 8.26% 6 33.33% 1.4
Everence Capital Management
2237
Everence Capital Management
Indiana
$452M -$4.06M -0.9% 0.48% 108% 443 10.16% 2.5
Glovista Investments
2238
Glovista Investments
New Jersey
$451M -$50.4M -10% 1.76% 2.48% 105 36.19% 2.1
Park Avenue Securities
2239
Park Avenue Securities
New York
$451M +$65.1M +17% 0.29% 77.7% 187 39.04% 0.6
CKW Financial Group
2240
CKW Financial Group
Hawaii
$451M +$567K +0.1% 1.13% 62.4% 180 12.78% 3.2
HI
2241
Handelsinvest Investeringsforvaltning
Denmark
$450M -$1.01M -0.2% 3.65% 37.9% 108 10.19% 1.6
IFG Advisory
2242
IFG Advisory
Georgia
$450M +$5.72M +1% 1.74% 70.1% 357 16.81% 0.2
Private Capital Group
2243
Private Capital Group
Connecticut
$449M +$25.1M +6% 0.99% 30.1% 2,428 18.04% 0.2
Independent Advisor Alliance
2244
Independent Advisor Alliance
North Carolina
$449M +$1.01M +0.2% 3.31% 135% 368 17.12% 0.8
Cabot Wealth Management
2245
Cabot Wealth Management
Massachusetts
$447M -$15.2M -3% 0.24% 69.3% 141 15.6% 2.8
Glynn Capital Management
2246
Glynn Capital Management
California
$447M -$18M -4% 22% 252% 43 9.3% 3.4
Beach Point Capital Management
2247
Beach Point Capital Management
California
$447M +$29.4M +7% 5.72% 84.1% 40 42.5% 1
Sunriver Management
2248
Sunriver Management
Connecticut
$447M -$27.3M -6% 2.09% 9.27% 23 30.43% 0.6
PAM
2249
Premier Asset Management
Illinois
$447M -$1.24M -0.3% 1.54% 104% 138 15.94% 2.2
Tompkins Financial
2250
Tompkins Financial
New York
$446M +$10.1M +2% 1.42% 84.4% 451 18.4% 2.9