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
SAS
3351
SMI Advisory Services
Indiana
$309M +$1.08M +0.4% 41
AFS
3352
Annapolis Financial Services
Maryland
$309M +$36.1M +13% 556
TI
3353
tru Independence
Oregon
$308M +$25.4M +9% 178
SIM
3354
Studio Investment Management
Illinois
$308M +$30.6M +11% 215
JWM
3355
JFG Wealth Management
Colorado
$308M +$9.78M +3% 49
PS
3356
Pensionfund Sabic
Netherlands
$308M +$23.9M +8% 213
NO
3357
Ninety One
South Africa
$308M +$55.4M +22% 83
FSA
3358
Fort Sheridan Advisors
Illinois
$307M +$10.8M +4% 191
GWMIA
3359
Global Wealth Management Investment Advisory
Florida
$307M +$26.7M +10% 141
A
3360
Abingworth
United Kingdom
$307M +$14.4M +5% 19
PFA
3361
Pettinga Financial Advisors
Indiana
$307M +$15.8M +5% 109
CBTWT
3362
Community Bank & Trust (Waco, Texas)
Texas
$307M +$25.5M +9% 140
OCM
3363
Ovata Capital Management
Hong Kong
$307M +$37.2M +14% 47
EDRIA
3364
Edmonds Duncan Registered Investment Advisors
Kansas
$307M +$23.9M +8% 137
DI
3365
Diligent Investors
California
$306M +$25.9M +9% 286
GG
3366
GenWealth Group
New Jersey
$306M +$10.4M +4% 73
PP
3367
Pertento Partners
United Kingdom
$306M +$58.9M +24% 20
CA
3368
Claro Advisors
Massachusetts
$306M +$54.1M +22% 354
CFS
3369
CRA Financial Services
New Jersey
$306M +$27.6M +10% 216
MWP
3370
MYCIO Wealth Partners
Pennsylvania
$305M +$49M +19% 53
SCM
3371
Stordahl Capital Management
Colorado
$305M +$28.6M +10% 53
BBPWM
3372
Blue Bell Private Wealth Management
Pennsylvania
$305M +$25.9M +9% 756
MLM
3373
Mount Lucas Management
Pennsylvania
$305M +$14.8M +5% 130
RPWA
3374
Regent Peak Wealth Advisors
Georgia
$305M +$20.9M +7% 168
CWM
3375
Compass Wealth Management
Connecticut
$305M 411