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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
NC
2301
NewSquare Capital
Pennsylvania
$326M +$28.3M +10% 2.83% 76.5% 353 13.6%
SFSG
2302
Stearns Financial Services Group
North Carolina
$324M +$14.9M +5% 1.27% 26.1% 110 5.45%
WIC
2303
Woodmont Investment Counsel
Tennessee
$324M -$1.54M -0.5% 1.27% 66.8% 177 10.73%
FIG
2304
FundX Investment Group
California
$324M -$9.22M -3% 3.07% 94.6% 30 50%
FMC
2305
First Merchants Corp
Indiana
$324M +$4.46M +1% 1.62% 49.9% 142 7.75%
FI
2306
FormulaFolio Investments
Michigan
$324M +$65.4M +25% 1.6% 41.4% 110 50.91%
DI
2307
Dalton Investments
Nevada
$324M -$74.4M -19% 9.27% 95.1% 50 32%
MCM
2308
Mitchell Capital Management
Kansas
$324M +$16.4M +5% 7.2% 219% 39 20.51%
VCP
2309
Vista Capital Partners
Oregon
$323M +$6.41M +2% 2.11% 61.2% 45 6.67%
CII
2310
Chapter IV Investors
North Carolina
$323M +$29.8M +10% 9.23% 4.15% 12 8.33%
NONA
2311
Ninety One North America
New York
$322M -$18.7M -5% 6.55% 62.9% 99 15.15%
TAM
2312
TFG Asset Management
Cayman Islands
$322M +$68.7M +27% 1.16% 72.1% 23 17.39%
RCIM
2313
Russell Clark Investment Management
United Kingdom
$322M +$73.3M +29% 6.39% 172% 27 25.93%
ACB
2314
Aristotle Capital Boston
Massachusetts
$321M +$122M +61% 7.83% 72.2% 106 4.72%
ACI
2315
Alpha Cubed Investments
California
$321M +$65.5M +26% 2.29% 126% 186 33.33%
ECM
2316
Ensemble Capital Management
California
$320M +$24M +8% 4.06% 36.2% 45 2.22%
K
2317
Kemper
Illinois
$320M -$6.33M -2% 0.85% 28.6% 64 4.69%
WAM
2318
Wallington Asset Management
Indiana
$320M +$7.46M +2% 0.76% 108% 109 48.62%
JA
2319
JLB & Associates
Michigan
$320M +$18.8M +6% 4.42% 69.5% 77 7.79%
CC
2320
Cannell Capital
Wyoming
$320M +$17.4M +6% 6.78% 127% 78 26.92%
SMI
2321
Shelter Mutual Insurance
Missouri
$319M -$52.4M -14% 1.35% 51.2% 45 11.11%
FNBTCON
2322
First National Bank & Trust Co of Newtown
Pennsylvania
$319M +$3.46M +1% 0.36% 55.7% 113 1.77%
TBA
2323
Train Babcock Advisors
New York
$319M +$9.47M +3% 3.06% 41.9% 145 16.55%
HCM
2324
Hutchinson Capital Management
California
$319M -$35.3M -10% 1.64% 52.6% 63 11.11%
TWMP
2325
Taylor Wealth Management Partners
Massachusetts
$319M 4.95% 62% 176