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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
SLI
2326
Symetra Life Insurance
Washington
$409M +$24.2M +6% 5.78% 3 0%
JWA
2327
JFS Wealth Advisors
Pennsylvania
$408M +$21.2M +5% 3.96% 54.8% 570 23.68%
VIM
2328
VCU Investment Management
Virginia
$408M +$53.8M +15% 3.23% 9 11.11%
KA
2329
KLCM Advisors
Wisconsin
$407M +$24.3M +6% 4.11% 122% 95 12.63%
BP
2330
Banbury Partners
North Carolina
$407M -$1.55M -0.4% 3.87% 138% 20 40%
LG
2331
LaFleur & Godfrey
Michigan
$407M +$25.4M +7% 8.42% 85.2% 76 7.89%
UBV
2332
United Bank (Virginia)
Virginia
$407M +$302M +289% 6.09% 76.1% 143 68.53%
FAT
2333
First American Trust
California
$406M +$23.4M +6% 5.4% 84.6% 130 22.31%
AIM
2334
AIA Investment Management
Singapore
$406M 6.04% 63.3% 13
VCAM
2335
Van Cleef Asset Management
Ohio
$406M +$38.6M +11% 7.89% 87.3% 110 11.82%
PC
2336
Periscope Capital
Ontario, Canada
$406M +$112M +38% 0.25% 28.8% 141 31.91%
RWM
2337
RKL Wealth Management
Pennsylvania
$405M +$48.7M +14% 5.14% 70.2% 153 16.99%
HVIA
2338
Hudson Valley Investment Advisors
New York
$405M +$18.6M +5% 6.07% 94.6% 155 3.87%
RBCM
2339
Raub Brock Capital Management
California
$404M +$13.7M +4% 6.68% 56.3% 41 12.2%
PTC
2340
Petrus Trust Company
Texas
$404M -$18.5M -4% 6.13% 36.9% 234 57.69%
3C
2341
361 Capital
Colorado
$404M -$118M -23% 10.5% 118% 343 61.52%
AA
2342
Apriem Advisors
California
$404M +$1.36M +0.3% 4.24% 74.3% 158 16.46%
SP
2343
Stairway Partners
Illinois
$403M +$12.9M +3% 4.51% 43.9% 9 0%
MCM
2344
Makena Capital Management
California
$403M -$308M -43% 2.43% 78.7% 18 5.56%
TCOT
2345
Trust Company of Toledo
Ohio
$402M +$8.78M +2% 4.32% 93.8% 197 6.09%
OFM
2346
Okumus Fund Management
Cayman Islands
$402M -$21M -5% 11.3% 8.26% 10 70%
FTI
2347
Fiduciary Trust International
Massachusetts
$402M +$13.4M +3% 5.3% 36.8% 115 20%
PIMJS
2348
PKO Investment Management Joint-Stock
Poland
$402M +$29.9M +8% 9.77% 125% 86 8.14%
AWS
2349
AJ Wealth Strategies
New York
$401M +$93M +30% 3.36% 32.2% 94 14.89%
FFW
2350
Fusion Family Wealth
New York
$401M +$105M +36% 4.34% 58.2% 322 40.37%