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
SFPM
3051
Sensible Financial Planning & Management
Massachusetts
$210M -$27.4M -12% 40
IP
3052
Intellectus Partners
California
$210M -$35.9M -15% 218
LHC
3053
Lodge Hill Capital
New York
$210M -$101M -33% 37
PWPS
3054
Pinnacle Wealth Planning Services
Ohio
$210M -$1.83M -0.9% 273
FAN
3055
Financial Advisors Network
California
$210M -$8.8M -4% 128
KC
3056
Kadensa Capital
Hong Kong
$209M +$53.5M +34% 23
MAM
3057
Morse Asset Management
Connecticut
$209M -$82.2M -28% 135
AJ
3058
Ashburton (Jersey)
Jersey
$209M -$37.4M -15% 98
SAM
3059
Sycomore Asset Management
France
$209M -$717K -0.3% 47
BWM
3060
Biltmore Wealth Management
Arizona
$209M $0 0% 49
CCM
3061
Corsair Capital Management
New York
$209M -$124M -37% 69
AMG
3062
Advisors Management Group
Wisconsin
$209M -$43.3M -17% 99
ACM
3063
Ariose Capital Management
Hong Kong
$209M +$140M +205% 50
KCPG
3064
Kavar Capital Partners Group
Kansas
$209M -$61.5M -23% 137
IVMX
3065
Institutional Venture Management XVI
California
$208M -$43M -17% 2
LI
3066
Lafayette Investments
Maryland
$208M -$79.8M -28% 87
BA
3067
BCM Advisors
Louisiana
$208M -$67.1M -24% 55
GSBTD
3068
Glenview State Bank Trust Department
Illinois
$208M -$52M -20% 117
NPCM
3069
North Peak Capital Management
New York
$208M -$162M -44% 18
SCM
3070
Schnieders Capital Management
California
$208M -$67.4M -25% 177
MM
3071
Meridian Management
Arkansas
$207M -$42M -17% 80
SAS
3072
Stelac Advisory Services
New York
$207M +$68.9M +50% 126
WFA
3073
Wellspring Financial Advisors
Ohio
$207M 89
HP
3074
Harbourvest Partners
Massachusetts
$207M -$35.6M -15% 43
RHFI
3075
Reilly Herbert Faulkner III
$207M -$40.4M -16% 48