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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
WAM
2276
Weatherly Asset Management
California
$414M +$36.7M +10% 6.97% 108% 205 11.22%
II
2277
INCA Investments
Florida
$413M -$52.4M -11% 2.86% 128% 10 0%
OWM
2278
Orgel Wealth Management
Wisconsin
$413M +$126M +44% 1.43% 36.6% 45 31.11%
CS
2279
Credential Securities
$413M +$40.2M +11% 4.6% 32.5% 281 15.3%
SC
2280
Spinnaker Capital
Massachusetts
$412M 8.68% 12.4% 3
LIM
2281
Longfellow Investment Management
Massachusetts
$412M +$39.3M +11% 8.3% 49.9% 117 63.25%
RIA
2282
RPG Investment Advisory
California
$412M +$19.6M +5% 5.4% 123% 548 17.52%
FFA
2283
Fragasso Financial Advisors
Pennsylvania
$412M +$79.9M +24% 4.14% 65.5% 113 14.16%
DCC
2284
Dow Chemical Company
Michigan
$411M +$8.93M +2% 5.05% 39% 21 14.29%
CC
2285
Casdin Capital
New York
$411M +$56.5M +16% 24% 219% 29 17.24%
CAM
2286
Centre Asset Management
New York
$410M +$24.8M +6% 9.47% 45.3% 59 49.15%
MWM
2287
Merriman Wealth Management
Washington
$410M -$11M -3% 4.92% 18.3% 190 31.05%
YL
2288
YCG LLC
Texas
$409M +$28.3M +7% 7.8% 36.9% 39 5.13%
SFS
2289
Sowell Financial Services
Arkansas
$409M +$25.5M +7% 6.34% 85.9% 285 18.25%
SLI
2290
Symetra Life Insurance
Washington
$409M +$24.2M +6% 5.78% 3 0%
JWA
2291
JFS Wealth Advisors
Pennsylvania
$408M +$21.2M +5% 3.96% 54.8% 570 23.68%
VIM
2292
VCU Investment Management
Virginia
$408M +$53.8M +15% 3.23% 9 11.11%
KA
2293
KLCM Advisors
Wisconsin
$407M +$24.3M +6% 4.11% 97.4% 95 12.63%
BP
2294
Banbury Partners
North Carolina
$407M -$1.55M -0.4% 3.87% 138% 20 40%
LG
2295
LaFleur & Godfrey
Michigan
$407M +$25.4M +7% 8.42% 85.2% 76 7.89%
UBV
2296
United Bank (Virginia)
Virginia
$407M +$302M +289% 6.09% 64.2% 143 68.53%
FAT
2297
First American Trust
California
$406M +$23.4M +6% 5.4% 75.4% 130 22.31%
AIM
2298
AIA Investment Management
Singapore
$406M 6.04% 42.5% 13
VCAM
2299
Van Cleef Asset Management
Ohio
$406M +$38.6M +11% 7.89% 81.1% 110 11.82%
PC
2300
Periscope Capital
Ontario, Canada
$406M +$112M +38% 0.25% 26.8% 141 31.91%