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
HWM
3351
Holloway Wealth Management
Florida
$158M +$17.7M +13% 266
WAS
3352
Winch Advisory Services
Wisconsin
$158M +$12.3M +8% 335
PHAM
3353
Palisades Hudson Asset Management
Florida
$158M -$5.75M -4% 99
FFC
3354
First Financial Corp
Indiana
$157M -$10.6M -6% 440
OFG
3355
OTA Financial Group
New York
$157M -$33.8M -18% 94
PEI
3356
Permira Europe III
Guernsey
$157M +$25.8M +20% 1
SFPIA
3357
Stevens First Principles Investment Advisors
California
$157M +$13.2M +9% 181
LF
3358
Lannebo Fonder
Sweden
$157M +$27.4M +21% 21
LJHT
3359
Laurie J. Hall Trustee
$157M +$446K +0.3% 312
GIC
3360
GFI Investment Counsel
Ontario, Canada
$157M +$12.8M +9% 29
CMI
3361
Cider Mill Investments
Connecticut
$157M +$16.4M +12% 30
SRSA
3362
S.R. Schill & Associates
Washington
$157M +$2.91M +2% 69
FC
3363
Financial Consulate
Maryland
$157M +$19.1M +14% 87
PC
3364
Permit Capital
Pennsylvania
$157M +$11M +8% 30
G
3365
Gainplan
Michigan
$157M -$6.65M -4% 22
TSWM
3366
Triangle Securities Wealth Management
North Carolina
$157M +$7.02M +5% 135
P3I
3367
Progeny 3 Inc
Washington
$157M +$9.37M +6% 26
CRCM
3368
Crystal Rock Capital Management
Illinois
$157M +$4.42M +3% 35
GCA
3369
GSI Capital Advisors
California
$156M +$56.7M +57% 35
UIM
3370
Underhill Investment Management
California
$156M -$16.3M -9% 22
RHFI
3371
Reilly Herbert Faulkner III
$156M +$14.1M +10% 44
AIM
3372
AMI Investment Management
Indiana
$156M +$5.05M +3% 46
PFG
3373
Piershale Financial Group
Illinois
$155M -$7.58M -5% 29
SFPM
3374
Sensible Financial Planning & Management
Massachusetts
$155M +$10.9M +8% 27
KLI
3375
Kelman-Lazarov Inc
Tennessee
$155M -$22M -12% 328