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
SQA
3051
Simon Quick Advisors
New Jersey
$276M +$49.7M +22% 699
CIA
3052
CSat Investment Advisory
Michigan
$276M +$45.4M +20% 1,096
WAM
3053
Wilsey Asset Management
California
$276M +$21.1M +8% 24
AIA
3054
Affinity Investment Advisors
California
$276M -$42.9M -13% 152
CPI
3055
Crestview Partners III
New York
$275M +$29.2M +12% 4
CFA
3056
Cahill Financial Advisors
Minnesota
$275M +$18.1M +7% 166
XF
3057
XML Financial
Maryland
$275M 178
SCM
3058
Schnieders Capital Management
California
$275M +$27M +11% 175
BA
3059
BCM Advisors
Louisiana
$275M +$42.7M +18% 38
DIM
3060
Delta Investment Management
California
$275M +$83.3M +44% 227
KCP
3061
KDI Capital Partners
North Carolina
$275M +$18.5M +7% 32
BWM
3062
Brickley Wealth Management
California
$274M +$30.4M +12% 51
KM
3063
Kalos Management
Georgia
$274M +$23.5M +9% 231
RSS
3064
Rosenblum Silverman Sutton
California
$274M +$14.5M +6% 58
SFA
3065
Stewardship Financial Advisors
Georgia
$274M +$37.2M +16% 93
SPIA
3066
Strategic Point Investment Advisors
Rhode Island
$274M +$18.1M +7% 24
MMG
3067
Monetary Management Group
Missouri
$274M +$9.48M +4% 311
ECM
3068
EagleClaw Capital Management
Massachusetts
$273M +$28M +11% 135
CIM
3069
Contravisory Investment Management
Massachusetts
$273M +$10M +4% 311
PCM
3070
Pinz Capital Management
New York
$273M 313
SL
3071
Systelligence LLC
Minnesota
$273M 48
9WM
3072
9258 Wealth Management
Ohio
$273M +$145M +113% 323
NIF
3073
Nalanda India Fund
Mauritius
$273M +$30.5M +13% 1
WLIM
3074
White Lighthouse Investment Management
Massachusetts
$273M +$24.2M +10% 136
SIG
3075
Sargent Investment Group
Maryland
$273M +$49.9M +22% 160