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
FFA
4601
Fi3 Financial Advisors
Indiana
$175M +$65M +59% 74
CB
4602
Centennial Bank
Arkansas
$175M 341
MFS
4603
Madrona Financial Services
Washington
$175M +$12.8M +8% 86
BTIM
4604
BancFirst Trust & Investment Management
Oklahoma
$175M +$6.13M +4% 50
OLVIG
4605
Oliver Lagore Vanvalin Investment Group
Michigan
$175M +$19.5M +13% 789
PWS
4606
Peterson Wealth Services
Utah
$175M +$33.5M +24% 95
EIA
4607
Eastover Investment Advisors
North Carolina
$175M +$14M +9% 47
AFC
4608
Adaptive Financial Consulting
Ohio
$174M +$14.7M +9% 16
DJC
4609
Daily Journal Corp
California
$174M +$11M +7% 5
DFA
4610
DHJJ Financial Advisors
Illinois
$174M +$3.12M +2% 136
AH
4611
Aviva Holdings
Bahamas
$174M -$102M -37% 5
CAG
4612
Compass Advisory Group
New York
$174M -$4.07M -2% 71
IF
4613
IRON Financial
Illinois
$174M -$7.94M -4% 106
CPA
4614
Capital Performance Advisors
California
$174M +$19.2M +12% 54
BBP
4615
Banco BTG Pactual
Brazil
$174M -$5.64M -3% 159
NERM
4616
New England Research & Management
Illinois
$174M +$15.3M +10% 180
SCM
4617
Susquehanna Capital Management
Pennsylvania
$174M -$36.9M -17% 2
VCM
4618
Voce Capital Management
California
$174M +$20M +13% 10
VFPI
4619
Vantage Financial Partners (Illinois)
Illinois
$174M +$19.2M +12% 96
WC
4620
Wynnefield Capital
New York
$174M -$15.7M -8% 23
LD
4621
Lipe & Dalton
New York
$174M +$14.4M +9% 107
AUIM
4622
Aegon USA Investment Management
Iowa
$174M +$2.34M +1% 49
HIM
4623
Harbour Investment Management
Washington
$174M +$13.8M +9% 73
ACM
4624
Aljian Capital Management
Nevada
$173M -$8.68M -5% 54
ZIMP
4625
Zimmermann Investment Management & Planning
Pennsylvania
$173M +$12.7M +8% 101