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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
UAS
2251
United Asset Strategies
New York
$750M +$60.6M +9% 7.43% 94.6% 232 20.26%
CWM
2252
Cabot Wealth Management
Massachusetts
$749M +$40M +6% 5.76% 55.6% 167 7.19%
TA
2253
Teton Advisors
New York
$748M +$44M +6% 9.09% 78.4% 408 5.88%
ALAM
2254
Asahi Life Asset Management
Japan
$748M +$11.1M +2% 6.64% 98.6% 278 47.12%
FF
2255
FourThought Financial
Florida
$747M +$56.6M +8% 6.8% 1,626 12.98%
FFA
2256
Fragasso Financial Advisors
Pennsylvania
$747M +$35.2M +5% 6.69% 65.5% 154 11.69%
TIM
2257
Triodos Investment Management
Netherlands
$746M +$115M +18% 6.13% 67.4% 36 5.56%
AC
2258
Avestar Capital
New York
$746M +$298M +66% 8.73% 83.6% 484 45.25%
OFG
2259
Oxford Financial Group
Indiana
$746M +$24.6M +3% 9.61% 80.4% 244 18.44%
UBV
2260
United Bank (Virginia)
Virginia
$744M +$15.6M +2% 3.6% 64.2% 188 20.74%
GCM
2261
Galibier Capital Management
Ontario, Canada
$744M +$77.7M +12% 9.69% 66.8% 42 7.14%
SDH
2262
Sloy Dahl & Holst
Washington
$744M +$44.2M +6% 7.48% 131% 68 14.71%
FMBTD
2263
First Midwest Bank Trust Division
Illinois
$743M +$16.2M +2% 6.54% 107% 394 8.12%
CC
2264
Cadinha & Co
Hawaii
$743M +$48.5M +7% 9.16% 123% 127 14.17%
PCC
2265
Perry Creek Capital
New York
$742M +$87.4M +13% 9.46% 25.5% 26 15.38%
SSWM
2266
Sheets Smith Wealth Management
North Carolina
$742M +$62.4M +9% 7.9% 75.8% 371 14.29%
IR
2267
IAT Reinsurance
New York
$742M +$84.9M +13% 28.3% 22.4% 115 25.22%
TCP
2268
ThornTree Capital Partners
Massachusetts
$741M -$34.6M -4% 10.8% 206% 40 45%
IB
2269
Intrust Bank
Kansas
$741M +$45.7M +7% 8.15% 79.5% 396 9.34%
FCMI
2270
Foresite Capital Management IV
California
$740M -$95M -11% 16.3% 149% 16 37.5%
HAM
2271
Hillcrest Asset Management
Texas
$740M -$117M -14% 3.73% 97.2% 63 12.7%
BA
2272
Bristlecone Advisors
Washington
$739M +$77.1M +12% 8% 103% 218 7.8%
CWM
2273
Campbell Wealth Management
Virginia
$739M +$9.94M +1% 5.58% 11.2% 77 20.78%
JFA
2274
JNBA Financial Advisors
Minnesota
$738M +$49.7M +7% 5.44% 61.8% 719 10.99%
HIA
2275
Harbor Investment Advisory
Maryland
$738M +$73.8M +11% 9.31% 90.8% 1,335 7.64%