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
SFSG
2201
Stearns Financial Services Group
North Carolina
$419M +$20.6M +5% 134
BAM
2202
Bell Asset Management
Australia
$418M 63
QCMC
2203
Quantum Capital Management (California)
California
$418M -$5.2M -1% 228
BPCM
2204
Beach Point Capital Management
California
$418M -$15M -3% 32
EA
2205
Evanston Advisors
Illinois
$418M +$1.9M +0.5% 70
11A
2206
10-15 Associates
New York
$418M +$21.7M +5% 104
VMI
2207
VHCP Management II
New York
$417M +$55.3M +15% 24
QAM
2208
Quentec Asset Management
New York
$416M -$38.3M -8% 56
LWMT
2209
Legacy Wealth Management (Tennessee)
Tennessee
$416M +$22.7M +6% 12
CF
2210
CNA Financial
Illinois
$416M +$18.9M +5% 174
SFG
2211
SNS Financial Group
Minnesota
$415M +$25.2M +6% 189
SHCM
2212
Stokes & Hubbell Capital Management
Louisiana
$415M +$29M +8% 117
CBT
2213
Central Bank & Trust
Kentucky
$415M +$12.3M +3% 274
KF
2214
Krilogy Financial
Missouri
$414M +$22.5M +6% 884
SWM
2215
Segment Wealth Management
Texas
$414M +$36.8M +10% 217
WAM
2216
Weatherly Asset Management
California
$414M +$36.7M +10% 205
II
2217
INCA Investments
Florida
$413M -$52.4M -11% 10
OWM
2218
Orgel Wealth Management
Wisconsin
$413M +$126M +44% 45
CS
2219
Credential Securities
$413M +$40.2M +11% 281
SC
2220
Spinnaker Capital
Massachusetts
$412M 3
LIM
2221
Longfellow Investment Management
Massachusetts
$412M +$39.3M +11% 117
RIA
2222
RPG Investment Advisory
California
$412M +$19.6M +5% 546
FFA
2223
Fragasso Financial Advisors
Pennsylvania
$412M +$79.9M +24% 113
DCC
2224
Dow Chemical Company
Michigan
$411M +$8.93M +2% 21
CAM
2225
Centre Asset Management
New York
$410M +$24.8M +6% 59