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
SFG
3301
Sovereign Financial Group
Connecticut
$534M +$48.9M +10% 345
LC
3302
Lincoln Capital
Nebraska
$534M +$14.2M +3% 128
OHWA
3303
Oak Hill Wealth Advisors
Virginia
$534M +$51.2M +11% 150
KI
3304
Kapitalo Investimentos
Brazil
$534M +$74.9M +16% 144
P8IP
3305
Pier 88 Investment Partners
California
$533M -$4.3M -0.8% 132
RIP
3306
RAM Investment Partners
Washington
$533M +$56.7M +12% 104
WAM
3307
Winslow Asset Management
Ohio
$533M +$37.2M +8% 78
TAM
3308
Third Avenue Management
New York
$533M +$47.8M +10% 54
GPWA
3309
Great Point Wealth Advisors
Massachusetts
$532M 64
SIG
3310
Spinnaker Investment Group
California
$532M +$106M +25% 159
KBG
3311
Kahn Brothers Group
New York
$532M +$33.9M +7% 55
PCMC
3312
Paragon Capital Management (Colorado)
Colorado
$532M -$20M -4% 222
PCTC
3313
Perkins Coie Trust Company
Washington
$532M -$55.6M -9% 326
NIEF
3314
Nalanda India Equity Fund
Mauritius
$531M -$155M -23% 2
LCM
3315
Liberty Capital Management
Michigan
$531M +$35.7M +7% 180
MAM
3316
Marotta Asset Management
Virginia
$531M +$32.5M +7% 110
LRIA
3317
Leonard Rickey Investment Advisors
Washington
$531M +$30.4M +6% 117
HS
3318
Hazelview Securities
Ontario, Canada
$531M -$33.2M -6% 40
FFA
3319
Founders Financial Alliance
North Carolina
$531M +$91.1M +21% 725
SCA
3320
Stieven Capital Advisors
Missouri
$530M +$18.1M +4% 47
SCP
3321
Stamos Capital Partners
California
$530M -$27.4M -5% 142
SIM
3322
Studio Investment Management
Illinois
$530M +$31.7M +6% 182
CAM
3323
Covenant Asset Management
New Jersey
$530M +$43.1M +9% 147
OCM
3324
Olstein Capital Management
New York
$530M -$3.81M -0.7% 105
SW
3325
SkyOak Wealth
Michigan
$529M +$31.8M +6% 266