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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
PAM
2576
Pagoda Asset Management
New York
$294M -$29.5M -9% 5.79% 26 61.54%
NFG
2577
Nadler Financial Group
Illinois
$294M +$7.12M +2% 2.76% 64.4% 83 8.43%
WP
2578
WealthSource Partners
California
$293M +$22.1M +8% 1.99% 16.8% 331 28.1%
IB
2579
Intrust Bank
Kansas
$293M +$10.4M +4% 3.01% 79.5% 389 9%
KCP
2580
KDI Capital Partners
North Carolina
$293M +$1.3M +0.4% 2.9% 77.1% 66 24.24%
CDIA
2581
Capital Directions Investment Advisors
Georgia
$293M +$4.44M +2% 3.4% 7.53% 119 35.29%
MHS
2582
M Holdings Securities
Oregon
$293M +$33.6M +13% 2.62% 68.2% 311 19.29%
CP
2583
Clover Partners
Texas
$293M +$40.8M +16% 2.52% 32.2% 36 16.67%
USGIU
2584
U.S. Global Investors (USGI)
Texas
$292M +$249M +576% 2.48% 101% 209 56.46%
FFW
2585
Fusion Family Wealth
New York
$292M +$25.2M +9% 2.61% 45.4% 335 20.9%
CC
2586
Carve Capital
Sweden
$292M -$95M -25% 1.5% 84.3% 8 62.5%
VCM
2587
Vision Capital Management
Oregon
$292M +$13.3M +5% 4.02% 56.4% 91 10.99%
HIM
2588
Herald Investment Management
United Kingdom
$292M +$18.7M +7% 12.6% 493% 95 11.58%
PI
2589
PHH Investments
Texas
$291M +$18.2M +7% 2.29% 30.9% 75 20%
OMC
2590
Oasis Management Company
Cayman Islands
$291M +$47.6M +20% 5.46% 409% 41 63.41%
HCP
2591
Holt Capital Partners
Texas
$290M +$6.32M +2% 1.33% 55.2% 139 2.88%
JAM
2592
JCIC Asset Management
Ontario, Canada
$290M +$5.72M +2% 2.84% 61 13.11%
DWM
2593
Dorchester Wealth Management
Quebec, Canada
$290M +$2.69M +0.9% 0.7% 18.3% 111 9.91%
WSC
2594
Wellington Shields & Co
New York
$290M -$43M -13% 2.27% 75.6% 152 17.76%
TGCM
2595
Tukman Grossman Capital Management
California
$289M -$126M -30% 1.09% 21.1% 18 5.56%
FRM
2596
Fox Run Management
Connecticut
$289M +$44.1M +18% 2.63% 44.8% 950 79.05%
JIM
2597
JB Investments Management
Pennsylvania
$289M +$61.2M +27% 19.1% 3 66.67%
OIA
2598
Optimum Investment Advisors
Illinois
$289M +$6.82M +2% 2.92% 125% 306 10.46%
HC
2599
Hawkins Capital
Texas
$289M -$24.2M -8% 0.02% 8.11% 70 18.57%
FHA
2600
Flagship Harbor Advisors
Massachusetts
$288M +$26.3M +10% 2.75% 68.3% 356 12.92%