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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
CCM
2601
Cohen Capital Management
California
$586M +$40.4M +7% 6.37% 83.9% 153 5.23%
W
2602
Wealthquest
Ohio
$585M +$49.4M +9% 5.05% 52.1% 152 12.5%
RPC
2603
Rossmore Private Capital
Connecticut
$584M +$50.9M +10% 7.95% 66.3% 224 5.36%
WAM
2604
Wallington Asset Management
Indiana
$583M +$30.7M +6% 6.08% 108% 69 2.9%
AO
2605
Allen Operations
New York
$582M +$90.3M +18% 5.92% 221% 35 22.86%
CIM
2606
Cambria Investment Management
California
$582M +$79.9M +16% 7.32% 61.7% 245 17.55%
BIA
2607
Biondo Investment Advisors
Pennsylvania
$582M +$80M +16% 12.4% 89.1% 88 11.36%
RBCM
2608
Raub Brock Capital Management
California
$581M -$53.3M -8% 8.24% 56.3% 70 28.57%
RCM
2609
Requisite Capital Management
Texas
$580M +$151M +35% 11.1% 31.7% 96 34.38%
QA
2610
Quantitative Advantage
Minnesota
$580M +$63.7M +12% 6.04% 45.9% 68 11.76%
SAM
2611
Sabadell Asset Management
Spain
$580M 8.87% 164
TIM
2612
Total Investment Management
Arizona
$579M +$225M +63% 6.36% 29.5% 79 58.23%
LPC
2613
Lion Point Capital
New York
$579M +$29M +5% 8.09% 204% 35 20%
DLCIG
2614
D.L. Carlson Investment Group
New Hampshire
$578M +$29.4M +5% 9.28% 99% 162 20.99%
CCM
2615
Cota Capital Management
California
$577M +$122M +27% 18.6% 46% 17 17.65%
CFD
2616
Creative Financial Designs
Indiana
$577M +$65M +13% 5.48% 56.2% 1,465 13.45%
HWA
2617
HCR Wealth Advisors
California
$576M +$70.3M +14% 7.67% 91% 196 11.22%
BJ
2618
Brouwer & Janachowski
California
$576M +$20.9M +4% 6.71% 41.8% 61 18.03%
HVIA
2619
Hudson Valley Investment Advisors
New York
$575M +$15.5M +3% 10.2% 94.6% 186 6.99%
CC
2620
Callan Capital
California
$575M +$25.5M +5% 6.4% 20.1% 91 7.69%
CCM
2621
Corsair Capital Management
New York
$575M +$94.8M +20% 9.09% 368% 140 42.14%
VCG
2622
Vantage Consulting Group
Virginia
$575M +$76.7M +15% 3.04% 261% 215 55.81%
MIM
2623
Miller Investment Management
Pennsylvania
$574M +$33.5M +6% 6.4% 54% 81 3.7%
BS
2624
Boenning & Scattergood
Pennsylvania
$574M +$48.9M +9% 6.19% 34.5% 387 10.08%
AIM
2625
Aigen Investment Management
New York
$574M -$181M -24% 5.9% 38.8% 820 75.24%