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
WAM
2226
Weatherly Asset Management
California
$414M +$36.7M +10% 205
II
2227
INCA Investments
Florida
$413M -$52.4M -11% 10
OWM
2228
Orgel Wealth Management
Wisconsin
$413M +$126M +44% 45
CS
2229
Credential Securities
$413M +$40.2M +11% 281
SC
2230
Spinnaker Capital
Massachusetts
$412M 3
LIM
2231
Longfellow Investment Management
Massachusetts
$412M +$39.3M +11% 117
RIA
2232
RPG Investment Advisory
California
$412M +$19.6M +5% 546
FFA
2233
Fragasso Financial Advisors
Pennsylvania
$412M +$79.9M +24% 113
DCC
2234
Dow Chemical Company
Michigan
$411M +$8.93M +2% 21
CAM
2235
Centre Asset Management
New York
$410M +$24.8M +6% 59
CCA
2236
Checchi Capital Advisers
California
$410M +$34M +9% 430
MWM
2237
Merriman Wealth Management
Washington
$410M -$11M -3% 190
CC
2238
Casdin Capital
New York
$409M +$55.1M +16% 28
YL
2239
YCG LLC
Texas
$409M +$28.3M +7% 39
SFS
2240
Sowell Financial Services
Arkansas
$409M +$25.5M +7% 285
SLI
2241
Symetra Life Insurance
Washington
$409M +$24.2M +6% 3
NC
2242
Nokomis Capital
Texas
$408M +$40.8M +11% 44
JWA
2243
JFS Wealth Advisors
Pennsylvania
$408M +$21.2M +5% 571
VIM
2244
VCU Investment Management
Virginia
$408M +$53.8M +15% 9
BAWC
2245
Black-and-white Capital
California
$408M -$15.7M -4% 35
KA
2246
KLCM Advisors
Wisconsin
$407M +$24.3M +6% 95
BP
2247
Banbury Partners
North Carolina
$407M -$1.55M -0.4% 20
LG
2248
LaFleur & Godfrey
Michigan
$407M +$25.4M +7% 76
UBV
2249
United Bank (Virginia)
Virginia
$407M +$302M +289% 143
FAT
2250
First American Trust
California
$406M +$23.4M +6% 130