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
SWPG
3026
Strategic Wealth Partners Group
Illinois
$197M -$14.4M -7% 32
K
3027
Kemper
Illinois
$197M +$25.1M +15% 19
EM
3028
EnTrustPermal Management
New York
$197M +$31.7M +19% 46
HA
3029
Hamel Associates
New Jersey
$197M +$2.35M +1% 87
LCM
3030
Lucha Capital Management
California
$196M +$53.1M +37% 30
RPA
3031
Rock Point Advisors
Vermont
$196M +$1.98M +1% 83
IP
3032
Intellectus Partners
California
$196M +$4.09M +2% 748
BHTS
3033
Bar Harbor Trust Services
Maine
$196M +$4.11M +2% 82
FMP
3034
Financial Management Professionals
Texas
$196M +$4.14M +2% 389
CM
3035
Cornerstone Management
Georgia
$196M +$21.5M +12% 37
FCMC
3036
Founders Capital Management (Connecticut)
Connecticut
$196M +$11M +6% 56
TC
3037
Tavio Capital
New York
$195M +$89.5M +84% 8
AIA
3038
Arbor Investment Advisors
North Carolina
$195M +$9.47M +5% 42
JCM
3039
Jacobi Capital Management
Pennsylvania
$195M +$31.6M +19% 757
RAM
3040
Redmond Asset Management
Virginia
$195M -$21.5M -10% 166
HWA
3041
HCR Wealth Advisors
California
$195M +$5.93M +3% 167
NLVP
3042
New Leaf Venture Partners
New York
$195M +$55.6M +40% 19
NI
3043
Nepsis Inc
Minnesota
$195M +$20.6M +12% 43
PFA
3044
Paradigm Financial Advisors
Missouri
$195M +$12.1M +7% 111
IFB
3045
iAB Financial Bank
Indiana
$195M +$17.6M +10% 140
EGA
3046
E&G Advisors
Texas
$195M +$26M +15% 144
CCC
3047
Chelsea Counsel Company
California
$195M +$4.33M +2% 90
SKK
3048
Shepherd Kaplan Krochuk
Massachusetts
$195M -$144M -42% 307
REMPR
3049
Roof Eidam Maycock Peralta (REMP)
California
$194M +$3.06M +2% 90
CPA
3050
Cowen Prime Advisors
New York
$194M +$9.07M +5% 202