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
LF
2476
Lee Financial
Texas
$310M +$38.2M +14% 562
MIM
2477
Miller Investment Management
Pennsylvania
$309M +$26.7M +9% 73
HIM
2478
Herald Investment Management
United Kingdom
$309M +$17.2M +6% 95
ARMC
2479
American Research & Management Company
Massachusetts
$309M +$4.26M +1% 365
TCM
2480
Tradition Capital Management
New Jersey
$309M +$6.67M +2% 167
ZCM
2481
Zebra Capital Management
Connecticut
$309M -$13.8M -4% 309
FHA
2482
Flagship Harbor Advisors
Massachusetts
$308M +$20.2M +7% 368
PWM
2483
Perigon Wealth Management
California
$308M -$151M -33% 766
BA
2484
Bristlecone Advisors
Washington
$308M +$13.1M +4% 295
AWS
2485
AJ Wealth Strategies
New York
$308M +$44.2M +17% 81
SMG
2486
Spectrum Management Group
Indiana
$308M +$42.5M +16% 482
IFWM
2487
Institute for Wealth Management
Colorado
$308M -$55.9M -15% 430
CIM
2488
CenturyLink Investment Management
Colorado
$307M +$11.2M +4% 190
MC
2489
Martin & Co
Tennessee
$307M -$17.3M -5% 109
AIM
2490
Advantage Investment Management
Iowa
$307M +$20.4M +7% 1,175
VI
2491
Versor Investments
New York
$306M -$63M -17% 262
HCP
2492
Holt Capital Partners
Texas
$306M +$15.4M +5% 142
PC
2493
Pomelo Capital
New York
$306M -$37.4M -11% 119
IB
2494
Intrust Bank
Kansas
$306M +$12.8M +4% 393
BCM
2495
BHZ Capital Management
California
$305M +$5.35M +2% 123
CBA
2496
Coastal Bridge Advisors
Connecticut
$305M +$7.99M +3% 127
Koshinski Asset Management
2497
Koshinski Asset Management
Illinois
$305M +$30.6M +11% 376
SRFM
2498
Shannon River Fund Management
New York
$305M -$34.8M -10% 33
AIIMS
2499
Analyst IMS Investment Management Services
Israel
$304M +$23.6M +8% 107
AWM
2500
Avior Wealth Management
Nebraska
$304M +$59.1M +24% 539