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
ARMC
2476
American Research & Management Company
Massachusetts
$309M +$4.26M +1% 365
TCM
2477
Tradition Capital Management
New Jersey
$309M +$6.67M +2% 167
ZCM
2478
Zebra Capital Management
Connecticut
$309M -$13.8M -4% 309
FHA
2479
Flagship Harbor Advisors
Massachusetts
$308M +$20.2M +7% 368
PWM
2480
Perigon Wealth Management
California
$308M -$151M -33% 766
BA
2481
Bristlecone Advisors
Washington
$308M +$13.1M +4% 295
AWS
2482
AJ Wealth Strategies
New York
$308M +$44.2M +17% 81
SMG
2483
Spectrum Management Group
Indiana
$308M +$42.5M +16% 482
IFWM
2484
Institute for Wealth Management
Colorado
$308M -$55.9M -15% 430
CIM
2485
CenturyLink Investment Management
Colorado
$307M +$11.2M +4% 190
MC
2486
Martin & Co
Tennessee
$307M -$17.3M -5% 109
AIM
2487
Advantage Investment Management
Iowa
$307M +$20.4M +7% 1,175
VI
2488
Versor Investments
New York
$306M -$63M -17% 262
HCP
2489
Holt Capital Partners
Texas
$306M +$15.4M +5% 142
PC
2490
Pomelo Capital
New York
$306M -$37.4M -11% 119
IB
2491
Intrust Bank
Kansas
$306M +$12.8M +4% 393
BCM
2492
BHZ Capital Management
California
$305M +$5.35M +2% 123
CBA
2493
Coastal Bridge Advisors
Connecticut
$305M +$7.99M +3% 127
Koshinski Asset Management
2494
Koshinski Asset Management
Illinois
$305M +$30.6M +11% 376
SRFM
2495
Shannon River Fund Management
New York
$305M -$34.8M -10% 33
AIIMS
2496
Analyst IMS Investment Management Services
Israel
$304M +$23.6M +8% 107
AWM
2497
Avior Wealth Management
Nebraska
$304M +$59.1M +24% 539
MBT
2498
Monroe Bank & Trust
Michigan
$304M +$1.74M +0.6% 272
LHC
2499
Levy Harkins & Co
New York
$304M +$17.1M +6% 20
OMC
2500
Oak Management Corp
Connecticut
$304M -$14.8M -5% 7