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
FA
3026
Fagan Associates
New York
$242M +$19.5M +9% 120
KS
3027
Karpas Strategies
Connecticut
$242M +$11.1M +5% 123
SACTSONJ
3028
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$242M +$10.1M +4% 209
BCM
3029
Birmingham Capital Management
Alabama
$242M +$9.14M +4% 104
KTC
3030
Kistler-Tiffany Companies
Pennsylvania
$242M +$16.3M +7% 600
WAM
3031
Watermark Asset Management
California
$242M +$6.18M +3% 263
OFG
3032
OTA Financial Group
New York
$242M -$19.7M -8% 65
RMAM
3033
Raab & Moskowitz Asset Management
New Jersey
$241M +$31.7M +15% 589
PCM
3034
Princeton Capital Management
New Jersey
$241M +$11M +5% 304
FIMS
3035
FBL Investment Management Services
Iowa
$241M +$202M +519% 49
BAM
3036
Brilliance Asset Management
Hong Kong
$240M -$95.9M -29% 6
IWP
3037
Icon Wealth Partners
Texas
$240M +$1.89M +0.8% 846
SVCP
3038
Silicon Valley Capital Partners
California
$240M +$31.2M +15% 31
CBTWT
3039
Community Bank & Trust (Waco, Texas)
Texas
$240M +$18.5M +8% 145
WC
3040
Wynnefield Capital
New York
$240M -$31.1M -11% 35
GWA
3041
Guidant Wealth Advisors
Illinois
$239M +$9.66M +4% 284
FCT
3042
Family Capital Trust
Massachusetts
$239M +$14.4M +6% 62
AC
3043
Argentiere Capital
Switzerland
$239M -$4.11M -2% 57
BL
3044
BCWM LLC
Kansas
$239M +$10.5M +5% 72
LIM
3045
Lagoda Investment Management
New York
$239M -$1.49M -0.6% 37
CA
3046
Cynosure Advisors
Utah
$238M -$129M -35% 222
MP
3047
Mediatel Partners
Texas
$238M +$16.5M +7% 2
MFS
3048
McNamara Financial Services
Massachusetts
$237M +$10.2M +4% 41
BCA
3049
Berman Capital Advisors
Georgia
$237M -$50M -17% 132
SHWM
3050
Smith & Howard Wealth Management
Georgia
$237M +$9.59M +4% 49