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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
NIM
2501
Needham Investment Management
New York
$535M -$156M -23% 20.6% 424% 131 12.98%
IGWM
2502
ICA Group Wealth Management
Colorado
$535M +$8.63M +2% 13.2% 403 11.41%
PCP
2503
Proficio Capital Partners
Massachusetts
$535M -$135M -20% 12.9% 97% 306 21.24%
CAL
2504
Capital Advisors Ltd
Ohio
$534M -$67.6M -11% 14.1% 54.2% 1,474 43.08%
BCMO
2505
Buckingham Capital Management (Ohio)
Ohio
$534M -$75.7M -12% 11.5% 26.3% 123 10.57%
SI
2506
Sapience Investments
California
$534M -$290M -35% 13.9% 54.9% 95 17.89%
WC
2507
Wealthspring Capital
New York
$533M +$22.3M +4% 0.26% 24.1% 535 27.85%
PDM
2508
Penn Davis McFarland
Texas
$532M -$90.9M -15% 11.9% 86.8% 46 4.35%
CPH
2509
C Partners Holding
Switzerland
$531M -$47.7M -8% 18.4% 25.6% 19 10.53%
CHC
2510
City Holding Co
West Virginia
$531M -$85.9M -14% 11.8% 81.3% 535 8.97%
IVMX
2511
Institutional Venture Management XVI
California
$531M -$357M -40% 24.3% 523% 8 0%
PA
2512
Planning Alternatives
Michigan
$531M -$95.2M -15% 14.1% 69.6% 48 10.42%
TIS
2513
Tortoise Index Solutions
Kansas
$531M -$23.8M -4% 8.29% 52.2% 112 5.36%
VWA
2514
V Wealth Advisors
Kansas
$530M -$94.3M -15% 14.3% 36.9% 482 26.14%
VCM
2515
Vision Capital Management
Oregon
$530M -$78M -13% 15.4% 67.4% 106 13.21%
AIMC
2516
Alley Investment Management Company
Illinois
$530M -$75.5M -12% 11.9% 54.6% 81 3.7%
FAAM
2517
First Ascent Asset Management
Colorado
$529M -$26.3M -5% 12.2% 4.15% 42 7.14%
MDSL
2518
M.D. Sass LLC
New York
$529M -$55.1M -9% 15.1% 80.1% 37 37.84%
BS
2519
Boenning & Scattergood
Pennsylvania
$529M -$92.8M -15% 11.3% 34.5% 412 12.62%
STT
2520
Singapore Technologies Telemedia
Singapore
$529M -$92.8M -15% 14.9% 173% 1 0%
JWBC
2521
J.W. Burns & Co
New York
$528M -$99.8M -16% 13.7% 78.5% 177 7.91%
SIM
2522
Stratos Investment Management
Ohio
$528M -$74M -12% 12.5% 58.2% 168 13.69%
NM
2523
Newtyn Management
New York
$528M +$110M +26% 13.8% 52% 87 58.62%
GCM
2524
Galibier Capital Management
Ontario, Canada
$528M -$216M -29% 14.4% 66.8% 46 21.74%
KFS
2525
Kurt F. Somerville
$527M -$94.2M -15% 12.3% 92.9% 123 3.25%