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
HFF
5001
Halter Ferguson Financial
Indiana
$235M +$58.5M +33% 35
AGDI
5002
Absolute Gestao de Investimentos
Brazil
$235M -$59.2M -20% 66
BIM
5003
Breakwater Investment Management
Washington
$235M -$4.27M -2% 319
NCFG
5004
New Century Financial Group
New Jersey
$235M -$37.6M -14% 341
HIS
5005
Horizon Investment Services
Indiana
$235M +$1.19M +0.5% 141
OFS
5006
OMC Financial Services
New York
$235M +$23.6M +11% 62
TA
5007
Teramo Advisors
Florida
$235M +$13.3M +6% 6
BKA
5008
Brick & Kyle Associates
Pennsylvania
$235M +$1.69M +0.7% 63
JCM
5009
Jacobsen Capital Management
Utah
$235M -$2.72M -1% 105
DCM
5010
Dean Capital Management
Kansas
$235M -$674K -0.3% 149
FNBSF
5011
First National Bank Sioux Falls
South Dakota
$235M +$14.9M +7% 131
EAM
5012
Eukles Asset Management
Ohio
$235M -$14.4M -6% 246
LWA
5013
Lowe Wealth Advisors
Maryland
$235M +$2.53M +1% 378
SNWA
5014
Siligmueller & Norvid Wealth Advisors
Illinois
$235M 93
HFRG
5015
Houlihan Financial Resource Group
Virginia
$235M -$7.24M -3% 109
BU
5016
Brown University
Rhode Island
$235M -$12.5M -5% 14
JWM
5017
Jessup Wealth Management
Ohio
$235M +$16.5M +8% 74
AA
5018
Altman Advisors
Illinois
$235M +$9.78M +4% 99
LFP
5019
Lakeshore Financial Planning
Michigan
$234M +$7.4M +3% 80
KPP
5020
Kings Path Partners
Texas
$234M -$4.15M -2% 314
MVP
5021
Miller Value Partners
Florida
$234M +$57M +32% 33
PC
5022
Prairiewood Capital
North Dakota
$234M -$2M -0.8% 87
WMA
5023
Wealth Management Associates
New Jersey
$234M +$6.61M +3% 219
BDFN
5024
Bond & Devick Financial Network
Minnesota
$234M $0 0% 157
TLA
5025
Tanglewood Legacy Advisors
Texas
$234M +$8.81M +4% 306