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
OFG
2201
Oxford Financial Group
Indiana
$745M +$24.6M +3% 241
SAMH
2202
Shanda Asset Management Holdings
British Virgin Islands
$745M +$176M +31% 54
UBV
2203
United Bank (Virginia)
Virginia
$744M +$15.6M +2% 188
GCM
2204
Galibier Capital Management
Ontario, Canada
$744M +$77.7M +12% 42
SDH
2205
Sloy Dahl & Holst
Washington
$744M +$44.2M +6% 68
FMBTD
2206
First Midwest Bank Trust Division
Illinois
$743M +$16.2M +2% 394
CC
2207
Cadinha & Co
Hawaii
$743M +$48.5M +7% 127
PCC
2208
Perry Creek Capital
New York
$742M +$87.4M +13% 26
SSWM
2209
Sheets Smith Wealth Management
North Carolina
$742M +$62.4M +9% 371
IR
2210
IAT Reinsurance
New York
$742M +$84.9M +13% 115
IB
2211
Intrust Bank
Kansas
$741M +$45.7M +7% 396
FCMI
2212
Foresite Capital Management IV
California
$740M -$95M -11% 16
TCIM
2213
TOMS Capital Investment Management
New York
$740M -$42.2M -5% 59
HAM
2214
Hillcrest Asset Management
Texas
$740M -$117M -14% 63
BA
2215
Bristlecone Advisors
Washington
$739M +$77.1M +12% 218
CWM
2216
Campbell Wealth Management
Virginia
$739M +$9.94M +1% 77
JFA
2217
JNBA Financial Advisors
Minnesota
$738M +$49.7M +7% 719
CCG
2218
Cypress Capital Group
Florida
$738M +$33.2M +5% 292
HIA
2219
Harbor Investment Advisory
Maryland
$738M +$73.8M +11% 1,332
SCM
2220
Scopia Capital Management
New York
$737M -$69.2M -9% 18
TAM
2221
Trust Asset Management
Texas
$737M -$15.5M -2% 196
FCM
2222
Freshford Capital Management
New York
$736M +$35.4M +5% 24
BFG
2223
Barber Financial Group
Kansas
$736M +$50.7M +7% 168
SCA
2224
Spearhead Capital Advisors
Florida
$735M +$57.8M +9% 195
AGM
2225
Alpine Global Management
New York
$734M -$309M -30% 453