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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
WPW
2576
Waldron Private Wealth
Pennsylvania
$246M +$5.33M +2% 2.15% 68.7% 140 15.71%
HT
2577
Hefren-Tillotson
Pennsylvania
$246M +$28M +13% 0.97% 40% 16 6.25%
ARMC
2578
American Research & Management Company
Massachusetts
$246M -$25.2M -9% 0.22% 35.1% 391 9.72%
SCM
2579
Stonebridge Capital Management
California
$246M -$14.2M -5% 2.57% 195 19.49%
CCB
2580
Cutter & Co Brokerage
Missouri
$246M -$16.9M -6% 1.26% 40.4% 274 21.9%
WPP
2581
Whalerock Point Partners
Rhode Island
$245M +$8.69M +4% 1.01% 92.1% 156 14.1%
ECM
2582
Exchange Capital Management
Michigan
$245M +$6.62M +3% 2.52% 57.8% 373 77.21%
ATC
2583
Argent Trust Company
Louisiana
$245M -$1.05M -0.4% 0.36% 153 5.88%
HCP
2584
Holt Capital Partners
Texas
$245M +$10.3M +4% 0.48% 55.2% 255 11.37%
TAM
2585
Tealwood Asset Management
Minnesota
$244M -$9.7M -4% 2.94% 121% 86 9.3%
BO
2586
BRR OpCo
Ohio
$244M -$6.74M -3% 1.77% 23.6% 106 10.38%
MPEM
2587
Marathon Partners Equity Management
New York
$244M -$19.2M -7% 3.32% 33 33.33%
DVC
2588
Deer VII & Co
New York
$244M -$91.7M -27% 3.01% 241% 7 0%
CA
2589
Capital Advantage
California
$244M +$1.13M +0.5% 1.17% 44.4% 72 11.11%
KA
2590
Klingman & Associates
New York
$243M +$2.52M +1% 0.29% 47.1% 407 13.76%
CPA
2591
Cowen Prime Advisors
New York
$243M -$10.9M -4% 3.43% 116% 362 20.72%
EA
2592
Echinus Advisors
New York
$242M +$58.3M +32% 14.7% 91.4% 10 10%
AC
2593
Argentiere Capital
Switzerland
$242M -$284M -54% 13.5% 1.98% 63 74.6%
NCM
2594
Noesis Capital Mangement
Florida
$242M +$2.97M +1% 0.33% 86.8% 112 7.14%
SAM
2595
SignalPoint Asset Management
Missouri
$242M +$19.6M +9% 3.48% 36% 203 20.2%
PWW
2596
Pettyjohn Wood & White
Virginia
$241M -$464K -0.2% 0.52% 62.7% 129 8.53%
HIS
2597
Horizon Investment Services
Indiana
$241M +$29.9M +14% 8.38% 168% 167 40.72%
BCB
2598
Brian C. Broderick
$241M +$4.97M +2% 0.05% 64.8% 110 10.91%
VC
2599
V2 Capital
Illinois
$241M -$887K -0.4% 0.37% 53 41.51%
BFIC
2600
Bedell Frazier Investment Counselling
California
$241M +$36.8M +18% 5.51% 72.5% 82 46.34%