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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
RC
2501
Roundview Capital
New Jersey
$218M +$25.6M +13% 8.73% 63.2% 136 16.18%
MCP
2502
Moab Capital Partners
New York
$218M +$49.8M +30% 17% 89.3% 37 29.73%
WC
2503
Whitnell & Co
Illinois
$218M +$15.1M +7% 7.78% 36.6% 279 10.04%
TSAM
2504
Trinity Street Asset Management
United Kingdom
$218M 4.32% 78.9% 10
FTIM
2505
Flowering Tree Investment Management
Singapore
$218M +$20.2M +10% 24.2% 47.4% 9 22.22%
RAM
2506
Roanoke Asset Management
New Jersey
$218M +$11.5M +6% 11% 50.3% 116 6.03%
PCM
2507
Peg Capital Management
New Hampshire
$217M +$21.3M +11% 7.34% 35 5.71%
AHC
2508
Adams Hill Capital
Connecticut
$217M 18.6% 22
MCM
2509
Matterhorn Capital Management
Texas
$217M +$17.2M +9% 10.4% 38.8% 58 8.62%
JHWCP
2510
J.H. Whitney Capital Partners
Connecticut
$217M -$52.4M -19% 19.5% 95.7% 1 0%
MBE
2511
Michael B. Elefante
$217M +$17.3M +9% 11.4% 114 12.28%
SFG
2512
SNS Financial Group
Minnesota
$217M +$59.1M +37% 7.34% 41.8% 156 41.03%
EWM
2513
Edge Wealth Management
New York
$216M +$52.6M +32% 8.73% 61.6% 403 26.05%
X
2514
Xponance
Pennsylvania
$216M 8.29% 110% 39
MMG
2515
Monetary Management Group
Missouri
$216M +$25.5M +13% 11.3% 99.8% 274 32.12%
BP
2516
Boston Provident
New Jersey
$215M -$151M -41% 25% 50 28%
CCB
2517
Cutter & Co Brokerage
Missouri
$215M -$9.13M -4% 4.82% 40.4% 236 20.34%
PAS
2518
Partnervest Advisory Services
California
$215M +$19M +10% 5.33% 45.1% 1,173 26.6%
BS
2519
Bow Street
New York
$215M 20.7% 43.3% 29
NAMP
2520
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$215M +$18.9M +10% 9.35% 58.7% 96 10.42%
LC
2521
Lilley & Co
Michigan
$215M +$23.9M +13% 8.24% 108 6.48%
BC
2522
Barnett & Company
Tennessee
$215M +$20.2M +10% 7.99% 50.8% 201 14.43%
BWAM
2523
Boyd Watterson Asset Management
Ohio
$214M +$4.64M +2% 8.24% 82.4% 180 11.67%
AFIA
2524
America First Investment Advisors
Nebraska
$214M +$14.3M +7% 8.71% 89.6% 200 2.5%
FFC
2525
First Financial Corp
Indiana
$214M +$10.7M +5% 11.4% 88.3% 464 5.39%