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
SAM
2401
Simplify Asset Management
Nevada
$607M +$54.9M +10% 132
PWPS
2402
Pinnacle Wealth Planning Services
Ohio
$607M -$12.5M -2% 488
SFM
2403
Signet Financial Management
New Jersey
$606M -$26.9M -4% 277
AF
2404
Atlas FRM
Connecticut
$605M +$82.5M +16% 11
KCMH
2405
Keywise Capital Management (HK)
Hong Kong
$604M +$54.9M +10% 10
FRM
2406
Foundation Resource Management
Arkansas
$602M +$1.98M +0.3% 53
CFA
2407
Cahill Financial Advisors
Minnesota
$602M -$16.1M -3% 247
FCM
2408
Freshford Capital Management
New York
$602M -$51.8M -8% 23
HIGP
2409
Hill Investment Group Partners
Missouri
$602M +$46.6M +8% 67
KCM
2410
Kynam Capital Management
New Jersey
$602M -$50.9M -8% 32
SGA
2411
Strategic Global Advisors
California
$601M -$49M -8% 172
AT
2412
Arden Trust
Delaware
$601M -$8.36M -1% 271
AWM
2413
Absher Wealth Management
North Carolina
$600M -$3.73M -0.6% 59
OCMI
2414
Oaktop Capital Management II
New Jersey
$599M -$58.7M -9% 15
MBTD
2415
Mechanics Bank - Trust Department
California
$599M -$27.7M -4% 171
BIM
2416
Baldwin Investment Management
Pennsylvania
$598M -$8.99M -1% 199
SCM
2417
Sahana Capital Management
Connecticut
$598M +$67.7M +13% 9
FAM
2418
Flaharty Asset Management
Florida
$598M +$13.6M +2% 473
SP
2419
ShawSpring Partners
Massachusetts
$597M -$137M -19% 6
KFGK
2420
Keystone Financial Group (Kentucky)
Kentucky
$597M +$9.15M +2% 320
PGA
2421
Portland Global Advisors
Maine
$597M -$13.8M -2% 125
HI
2422
Hendershot Investments
Virginia
$596M -$23.4M -4% 142
TAM
2423
Third Avenue Management
New York
$596M -$9.54M -2% 60
JWM
2424
JGP Wealth Management
Oregon
$596M -$15.6M -3% 153
RWM
2425
Rockwood Wealth Management
Pennsylvania
$596M +$12.9M +2% 78