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
SIRP
3401
Shelter Insurance Retirement Plan
Missouri
$196M -$2.82M -1% 47
SMFS
3402
Squar Milner Financial Services
California
$196M +$47.6M +32% 837
BIA
3403
BMT Investment Advisors
Pennsylvania
$196M +$4.94M +3% 86
SIAP
3404
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$196M +$237K +0.1% 462
SSI
3405
Scott & Selber Inc
Texas
$196M -$3.3M -2% 81
FAN
3406
Financial Advisors Network
California
$195M +$9.38M +5% 110
PS
3407
Portfolio Strategies
New York
$195M +$43.7M +29% 64
CIC
3408
Chase Investment Counsel
Virginia
$195M -$1.38M -0.7% 120
RAM
3409
Riggs Asset Management
Pennsylvania
$195M +$16.1M +9% 282
AWM
3410
Arbor Wealth Management
Florida
$194M +$9.22M +5% 215
EH
3411
Employers Holdings
Nevada
$194M +$15.2M +8% 228
CC
3412
Claybrook Capital
Massachusetts
$194M +$4.04M +2% 103
TF
3413
TLWM Financial
Texas
$194M +$20.6M +12% 65
IIC
3414
Integrated Investment Consultants
Michigan
$194M -$1.09M -0.6% 175
DSN
3415
D. Scott Neal
Kentucky
$194M +$10.1M +5% 37
CIG
3416
Consolidated Investment Group
Colorado
$194M +$3.14M +2% 47
DE
3417
Day & Ennis
Georgia
$194M +$4.02M +2% 93
MC
3418
Mathes Company
New York
$194M +$4.99M +3% 127
NTCM
3419
Nut Tree Capital Management
New York
$194M +$10.2M +6% 15
EIA
3420
Eldridge Investment Advisors
New Hampshire
$194M +$6.17M +3% 99
LAM
3421
Lapides Asset Management
Connecticut
$194M -$23.2M -11% 79
ODIJL
3422
One Day In July LLC
Vermont
$193M +$13.9M +8% 35
CPA
3423
Cowen Prime Advisors
New York
$193M -$13.7M -7% 173
TSS
3424
Thomas Story & Son
Indiana
$193M -$1.31M -0.7% 58
PA
3425
Perennial Advisors
New York
$193M +$5.19M +3% 76