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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
CFP
2401
Cascade Financial Partners
California
$793M +$25.9M +3% 0.42% 257 10.12%
8KM
2402
8 Knots Management
Texas
$793M -$206M -21% 11.5% 20 25%
SAM
2403
Synergy Asset Management
Washington
$793M -$499M -39% 2.1% 97.3% 912 85.09%
NRG
2404
Nemes Rush Group
Michigan
$792M -$17M -2% 3.74% 95.6% 772 14.77%
KPF
2405
K2 Principal Fund
Ontario, Canada
$788M -$112M -12% 0.32% 71.7% 417 48.2%
JIR
2406
James Investment Research
Ohio
$788M -$52.2M -6% 0.82% 107% 349 12.03%
PFBT
2407
Parkside Financial Bank & Trust
Missouri
$788M +$30.4M +4% 2.07% 63.3% 2,778 24.55%
LM
2408
Lincluden Management
Ontario, Canada
$787M -$39M -5% 1.11% 56.6% 74 4.05%
MSA
2409
Mason Street Advisors
Wisconsin
$786M +$13.5M +2% 0.11% 28.3% 13 7.69%
UBV
2410
United Bank (Virginia)
Virginia
$786M -$52.9M -6% 2.46% 64.2% 144 12.5%
UA
2411
Unison Advisors
District of Columbia
$786M -$54M -6% 0.22% 54.6% 190 13.16%
MCM
2412
Mattern Capital Management
Colorado
$785M +$18M +2% 2.34% 31.5% 167 6.59%
CWM
2413
Cabot Wealth Management
Massachusetts
$785M -$2.49M -0.3% 0.18% 55.6% 131 5.34%
TCM
2414
Tensile Capital Management
California
$784M -$179M -19% 14.9% 33.8% 19 15.79%
HMCP
2415
Hook Mill Capital Partners
New York
$783M -$199M -20% 6.7% 148% 53 49.06%
AHB
2416
Abner Herrman & Brock
New Jersey
$783M -$21.6M -3% 2.47% 139% 57 15.79%
FMP
2417
Financial Management Professionals
Texas
$783M -$8.21M -1% 1.48% 62.1% 1,058 13.14%
AI
2418
Aperture Investors
New York
$783M -$13.6M -2% 10.2% 145% 94 36.17%
CFFP
2419
Center for Financial Planning
Michigan
$783M +$33.3M +4% 1.12% 57.5% 754 17.37%
WCM
2420
Wallace Capital Management
Texas
$781M +$49.2M +7% 6.6% 59% 88 13.64%
IFWM
2421
Institute for Wealth Management
Colorado
$779M -$18.9M -2% 5.51% 137% 553 13.2%
NSEDCP
2422
NJ State Employees Deferred Compensation Plan
New Jersey
$779M -$43.6M -5% 2% 127% 464 4.74%
WP
2423
WealthShield Partners
North Carolina
$779M +$73.8M +10% 1.88% 53.5% 555 15.86%
SL
2424
Sonnipe Ltd
Isle Of Man
$777M -$128M -14% 3.22% 51.7% 4 75%
OCG
2425
Opus Capital Group
Ohio
$777M -$10.5M -1% 0.42% 39.5% 129 10.08%