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
SWM
1801
Segment Wealth Management
Texas
$884M +$20.2M +2% 223
DA
1802
Duality Advisers
Florida
$883M +$4.32M +0.5% 818
NCMU
1803
NAYA Capital Management (UK)
United Kingdom
$883M -$160M -15% 12
SFG
1804
Sage Financial Group
Pennsylvania
$882M +$61.9M +8% 100
DAM
1805
Dorsey Asset Management
Illinois
$882M +$194M +28% 9
RCA
1806
Resonant Capital Advisors
Wisconsin
$881M +$79.2M +10% 271
JIP
1807
Jaffetilchin Investment Partners
Florida
$880M +$61.2M +7% 383
AL
1808
Arnhold LLC
New York
$880M +$62.5M +8% 136
NCM
1809
Novare Capital Management
North Carolina
$880M +$32.3M +4% 182
BC
1810
Bricktown Capital
Michigan
$879M +$15.8M +2% 23
MBA
1811
Maple-Brown Abbott
Australia
$879M +$23.6M +3% 16
WP
1812
WealthPLAN Partners
Nebraska
$879M -$552M -39% 1,336
FFA
1813
Fragasso Financial Advisors
Pennsylvania
$878M +$15.9M +2% 224
SFI
1814
SPC Financial Inc
Maryland
$877M +$31.2M +4% 216
LM
1815
Lincluden Management
Ontario, Canada
$877M +$15M +2% 77
SCA
1816
Stonebridge Capital Advisors
Minnesota
$876M +$32.3M +4% 1,033
SAM
1817
Southernsun Asset Management
Tennessee
$876M -$1.27M -0.1% 30
LFS
1818
Lutz Financial Services
Nebraska
$876M +$62.1M +8% 77
BFIM
1819
Beese Fulmer Investment Management
Ohio
$876M +$45.6M +5% 225
ZF
1820
Zhang Financial
Michigan
$876M +$91.5M +12% 236
CWM
1821
Cahaba Wealth Management
Georgia
$874M +$68.3M +8% 151
FTS
1822
Fifth Third Securities
Ohio
$872M +$111M +15% 215
LNB
1823
Ledyard National Bank
$871M +$20.2M +2% 203
BCM
1824
BTC Capital Management
Iowa
$869M +$37.6M +5% 251
GCAC
1825
Guardian Capital Advisors (Canada)
Ontario, Canada
$868M -$13.5M -2% 167