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
3251
Sensible Financial Planning & Management
Massachusetts
$196M +$14.5M +8% 30
KLI
3252
Kelman-Lazarov Inc
Tennessee
$196M +$6.4M +3% 125
FC
3253
Financial Consulate
Maryland
$196M +$12M +7% 104
BCM
3254
Blume Capital Management
California
$195M +$6.28M +3% 255
HC
3255
Hendley & Co
Ohio
$195M +$12.4M +7% 55
SCM
3256
Stanley Capital Management
Texas
$195M +$15.9M +9% 36
EGI
3257
EAM Global Investors
California
$195M 129
AMG
3258
Advisors Management Group
Wisconsin
$195M +$6.24M +3% 83
HPC
3259
Hill Path Capital
New York
$195M +$7.52M +4% 2
LK
3260
Lumbard & Kellner
New Hampshire
$195M +$11.2M +6% 91
SRC
3261
Stone Run Capital
New York
$195M +$128K +0.1% 73
GA
3262
Greytown Advisors
Florida
$195M +$21.3M +12% 73
SFA
3263
Stewardship Financial Advisors
Georgia
$195M +$20.6M +12% 47
PFG
3264
Piershale Financial Group
Illinois
$194M +$17.8M +10% 30
PFP
3265
Patriot Financial Partners
Pennsylvania
$194M -$28.1M -13% 8
HIM
3266
HughesLittle Investment Management
$194M +$7.69M +4% 21
RCA
3267
Rowland Carmichael Advisors
Arizona
$194M +$13.7M +8% 335
CIG
3268
Consolidated Investment Group
Colorado
$194M -$3.81M -2% 47
GIC
3269
GFI Investment Counsel
Ontario, Canada
$194M +$29.1M +18% 29
APSP
3270
Asset Planning Services (Pennsylvania)
Pennsylvania
$194M +$12.6M +7% 322
HLA
3271
Hamilton Lane Advisors
Pennsylvania
$194M +$48M +33% 71
CC
3272
Clearline Capital
New York
$194M +$56.2M +41% 80
MFS
3273
Monetta Financial Services
Illinois
$193M +$9.2M +5% 57
GC
3274
Gratia Capital
California
$193M -$22.2M -10% 51
LGC
3275
Laurel Grove Capital
California
$193M +$990K +0.5% 103