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
II
2226
INCA Investments
Florida
$413M -$52.4M -11% 10
OWM
2227
Orgel Wealth Management
Wisconsin
$413M +$126M +44% 45
CS
2228
Credential Securities
$413M +$40.2M +11% 281
SC
2229
Spinnaker Capital
Massachusetts
$412M 3
LIM
2230
Longfellow Investment Management
Massachusetts
$412M +$39.3M +11% 117
RIA
2231
RPG Investment Advisory
California
$412M +$19.6M +5% 546
FFA
2232
Fragasso Financial Advisors
Pennsylvania
$412M +$79.9M +24% 113
DCC
2233
Dow Chemical Company
Michigan
$411M +$8.93M +2% 21
CAM
2234
Centre Asset Management
New York
$410M +$24.8M +6% 59
CCA
2235
Checchi Capital Advisers
California
$410M +$34M +9% 430
MWM
2236
Merriman Wealth Management
Washington
$410M -$11M -3% 190
CC
2237
Casdin Capital
New York
$409M +$55.1M +16% 28
YL
2238
YCG LLC
Texas
$409M +$28.3M +7% 39
SFS
2239
Sowell Financial Services
Arkansas
$409M +$25.5M +7% 285
SLI
2240
Symetra Life Insurance
Washington
$409M +$24.2M +6% 3
NC
2241
Nokomis Capital
Texas
$408M +$40.8M +11% 44
JWA
2242
JFS Wealth Advisors
Pennsylvania
$408M +$21.2M +5% 571
VIM
2243
VCU Investment Management
Virginia
$408M +$53.8M +15% 9
BAWC
2244
Black-and-white Capital
California
$408M -$15.7M -4% 35
KA
2245
KLCM Advisors
Wisconsin
$407M +$24.3M +6% 95
BP
2246
Banbury Partners
North Carolina
$407M -$1.55M -0.4% 20
LG
2247
LaFleur & Godfrey
Michigan
$407M +$25.4M +7% 76
UBV
2248
United Bank (Virginia)
Virginia
$407M +$302M +289% 143
FAT
2249
First American Trust
California
$406M +$23.4M +6% 130
AIM
2250
AIA Investment Management
Singapore
$406M 13