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
TWA
3026
TCI Wealth Advisors
Arizona
$228M +$23.5M +11% 1,490
MMEA
3027
MEAG MUNICH ERGO AssetManagement
Germany
$228M +$17.7M +8% 15
K
3028
Kemper
Illinois
$227M +$14.4M +7% 20
IFA
3029
Interactive Financial Advisors
Illinois
$227M +$8.08M +4% 113
FNBOMD
3030
First National Bank of Mount Dora
Florida
$227M +$23.9M +12% 96
BCM
3031
Beck Capital Management
Texas
$227M +$17.6M +8% 124
TBA
3032
Train Babcock Advisors
New York
$227M +$47.7M +27% 115
SIRP
3033
Shelter Insurance Retirement Plan
Missouri
$227M +$12.3M +6% 41
CCM
3034
Carderock Capital Management
Maryland
$227M +$5.24M +2% 77
PRS
3035
Pinkerton Retirement Specialists
Idaho
$226M +$22.5M +11% 253
LWS
3036
Lucia Wealth Services
California
$226M 121
SC
3037
Spitfire Capital
California
$226M -$13.7M -6% 20
CI
3038
Chartist Inc
California
$226M +$13.4M +6% 37
IWA
3039
IBEX Wealth Advisors
New Jersey
$226M -$44M -16% 154
FCMC
3040
Founders Capital Management (Connecticut)
Connecticut
$226M +$15.6M +7% 53
SWPG
3041
Strategic Wealth Partners Group
Illinois
$225M +$509K +0.2% 27
CSM
3042
CAMG Solamere Management
North Carolina
$225M +$24.5M +12% 144
OCM
3043
Oakview Capital Management
Texas
$225M +$14.8M +7% 18
SQA
3044
Simon Quick Advisors
New Jersey
$224M -$51.5M -19% 671
CGL
3045
Clarius Group LLC
Washington
$224M -$13.5M -6% 77
PC
3046
Palo Capital
California
$224M +$34.6M +18% 132
BA
3047
Birinyi Associates
Connecticut
$224M +$13.7M +6% 100
JCG
3048
JHL Capital Group
Illinois
$224M -$44.5M -17% 14
PCM
3049
Princeton Capital Management
New Jersey
$224M 100
IAS
3050
IMA Advisory Services
Colorado
$224M +$7.98M +4% 135