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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
CA
2526
Capital Advantage
California
$257M +$12.9M +5% 0.34% 44.4% 76 15.79%
CANC
2527
Culbertson A N & Co
Virginia
$256M +$5.28M +2% 0.11% 70.8% 88 5.68%
CFA
2528
Capstone Financial Advisors
Illinois
$256M -$3.91M -2% 0.69% 45.5% 114 30.7%
BCM
2529
Birmingham Capital Management
Alabama
$256M -$6.87M -3% 0.85% 77.6% 106 1.89%
BWAM
2530
Boyd Watterson Asset Management
Ohio
$256M +$6.72M +3% 0.47% 82.4% 178 7.3%
TAM
2531
Tealwood Asset Management
Minnesota
$256M +$11.5M +5% 1.76% 121% 87 13.79%
CPA
2532
Cowen Prime Advisors
New York
$255M +$12.5M +5% 18.8% 116% 347 29.11%
PJSIMP
2533
P.J. Schmidt Investment Management (PJS)
Wisconsin
$255M -$424K -0.2% 0.46% 58.1% 164 12.8%
CFG
2534
CKW Financial Group
Hawaii
$254M +$2.67M +1% 0.83% 53.5% 363 8.26%
KA
2535
Klingman & Associates
New York
$254M +$11M +5% 2.24% 47.1% 420 12.62%
MWM
2536
Modera Wealth Management
New Jersey
$254M -$2.75M -1% 0.59% 57.5% 91 8.79%
GAG
2537
GM Advisory Group
New York
$254M +$6.48M +3% 0.33% 53.6% 42 11.9%
AIU
2538
Algebris Investments (UK)
United Kingdom
$254M +$102M +68% 0.35% 15.3% 79 51.9%
DCM
2539
Dinsmore Capital Management
New Jersey
$253M -$1.88M -0.7% 0.33% 152 8.55%
WPW
2540
Waldron Private Wealth
Pennsylvania
$253M +$7.42M +3% 0.68% 68.7% 138 15.94%
CA
2541
Claar Advisors
New York
$253M +$3.83M +2% 3.07% 63% 35 34.29%
GS
2542
Gagnon Securities
New York
$253M -$48.7M -16% 4.67% 89.9% 97 12.37%
FC
2543
FIC Capital
New York
$252M -$10.9M -4% 0.31% 49.7% 131 12.21%
ICP
2544
IBIS Capital Partners
United Kingdom
$252M +$50.1M +25% 10.1% 35.1% 20 30%
EVM
2545
Evelyn V. Moreno
$252M -$13M -5% 1.58% 39.4% 76 6.58%
BFIC
2546
Bedell Frazier Investment Counselling
California
$252M +$10.6M +4% 2.69% 72.5% 78 23.08%
OM
2547
Opaleye Management
Massachusetts
$251M +$35.9M +17% 19.8% 486% 52 36.54%
CCB
2548
Cutter & Co Brokerage
Missouri
$251M +$5.62M +2% 3.08% 40.4% 278 25.54%
TRIM
2549
Thompson Rubinstein Investment Management
Oregon
$251M -$4.49M -2% 0.76% 42.8% 75 1.33%
AHS
2550
Aspiriant Holdings S3
California
$251M -$765K -0.3% 1.41% 114 9.65%