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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
HAS
2376
HBW Advisory Services
California
$949M +$28.5M +3% 0.38% 62.1% 480 19.17%
SFBLI
2377
Southern Farm Bureau Life Insurance
Mississippi
$947M -$21.2M -2% 1.84% 39.7% 16 6.25%
IGGA
2378
Iron Gate Global Advisors
Utah
$947M -$30M -3% 5.79% 110% 112 16.96%
DG
2379
Discerene Group
Connecticut
$946M -$110M -10% 0.28% 70.3% 13 7.69%
TFA
2380
Teamwork Financial Advisors
Texas
$946M -$43.9M -4% 0.18% 126% 242 26.03%
VSQM
2381
V-Square Quantitative Management
Illinois
$946M -$16.1M -2% 1.71% 99.3% 749 10.81%
GWWM
2382
Great Waters Wealth Management
Minnesota
$945M +$35.9M +4% 0.01% 46.3% 124 8.06%
PWA
2383
Provenance Wealth Advisors
Florida
$945M +$42.2M +5% 2.59% 55.9% 439 10.71%
DCM
2384
Disciplina Capital Management
Tennessee
$944M +$70.1M +8% 0.53% 23.9% 69 2.9%
CF
2385
Convergence Financial
Missouri
$943M +$258M +38% 1.07% 46.2% 233 25.32%
HTIM
2386
Harbour Trust & Investment Management
Indiana
$943M -$37.5M -4% 2.48% 162 9.26%
MPMG
2387
Minneapolis Portfolio Management Group
Minnesota
$942M +$63.6M +7% 10.7% 140% 34 11.76%
SAM
2388
Synergy Asset Management
Washington
$942M -$19.9M -2% 0.01% 97.3% 310 45.48%
OCM
2389
OLP Capital Management
Hong Kong
$942M +$428M +83% 7.92% 149% 8 75%
LM
2390
Lincluden Management
Ontario, Canada
$939M -$238M -20% 5.33% 56.6% 73 6.85%
LG
2391
Leuthold Group
Minnesota
$939M +$12.7M +1% 3.06% 106% 229 17.47%
IFWM
2392
Institute for Wealth Management
Colorado
$938M -$5.39M -0.6% 1.83% 107% 578 12.11%
PGA
2393
Portland Global Advisors
Maine
$938M +$6.46M +0.7% 0.52% 32.8% 154 7.79%
CM
2394
Columbus Macro
Pennsylvania
$936M +$22.8M +2% 2.12% 46.8% 211 8.53%
BST
2395
Bath Savings Trust
Maine
$936M -$65.8M -7% 3.33% 47.3% 175 7.43%
NM
2396
Newtyn Management
New York
$936M -$16M -2% 14.4% 52% 41 41.46%
APM
2397
Avidity Partners Management
Texas
$936M +$589M +170% 61.7% 461% 67 64.18%
PWAM
2398
Private Wealth Asset Management
Iowa
$935M +$16.1M +2% 0.18% 1,161 25.75%
SWM
2399
SeaCrest Wealth Management
New York
$935M -$53.2M -5% 0.25% 142% 681 13.95%
LJAC
2400
L.J. Altfest & Co
New York
$935M +$21.3M +2% 3.23% 66.7% 388 30.93%