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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
JAM
2626
Jacobs Asset Management
New York
$276M -$204M -43% 38.7% 79.5% 55 47.27%
RG
2627
Riverstone Group
Virginia
$276M -$21.3M -7% 0.45% 305% 6 16.67%
AFIA
2628
America First Investment Advisors
Nebraska
$276M -$64.7M -19% 17% 89.6% 88 9.09%
KCM
2629
Kathmere Capital Management
Pennsylvania
$276M -$4.99M -2% 14.8% 62.3% 125 41.6%
MDSL
2630
M.D. Sass LLC
New York
$275M -$147M -35% 26.8% 54.6% 52 38.46%
DCM
2631
Dimension Capital Management
Florida
$275M -$66.5M -19% 25.3% 59.4% 95 12.63%
SNT
2632
Security National Trust
West Virginia
$275M -$68.8M -20% 17.8% 58.3% 489 13.29%
BRCM
2633
Bright Rock Capital Management
Massachusetts
$275M -$66.5M -20% 20.1% 41.8% 78 7.69%
CA
2634
Cambridge Advisors
Nebraska
$274M -$53.3M -16% 14.6% 52.9% 152 13.16%
RCA
2635
Resonant Capital Advisors
Wisconsin
$274M -$42.6M -13% 19.1% 50.6% 216 19.44%
P8IP
2636
Pier 88 Investment Partners
California
$274M +$21.3M +8% 6.64% 27% 108 23.15%
WIC
2637
Wilkins Investment Counsel
Massachusetts
$274M -$78.2M -22% 18.8% 44.5% 74 5.41%
AWP
2638
Ascent Wealth Partners
New York
$273M -$78.3M -22% 15.7% 72.3% 129 25.58%
CM
2639
Capital Management
Virginia
$273M -$119M -30% 23.9% 52.5% 93 33.33%
PCM
2640
Parsifal Capital Management
Connecticut
$273M -$128M -32% 18.2% 104% 20 65%
SDWMA
2641
Schneider Downs Wealth Management Advisors
Pennsylvania
$273M -$62.3M -19% 29.6% 43.5% 104 46.15%
HC
2642
Hamilton Capital
Ohio
$273M +$40.8M +18% 18.9% 50 38%
HI
2643
Hendershot Investments
Virginia
$273M -$64.8M -19% 20.1% 52.6% 83 2.41%
GFA
2644
Gifford Fong Associates
California
$273M -$70.2M -20% 15.3% 180% 127 1.57%
CBA
2645
Coastal Bridge Advisors
Connecticut
$272M -$113M -29% 22.6% 67.4% 156 26.28%
PA
2646
Probity Advisors
Texas
$272M -$58.7M -18% 17.5% 41.2% 184 15.22%
MFG
2647
MidWestOne Financial Group
Iowa
$272M -$209M -43% 26.4% 62.7% 237 20.25%
LA
2648
Lynch & Associates
Indiana
$272M -$75.8M -22% 19.1% 62.9% 103 8.74%
FIG
2649
FundX Investment Group
California
$272M -$99M -27% 3.49% 94.6% 74 77.03%
NCM
2650
Noesis Capital Mangement
Florida
$272M -$87.1M -24% 19.1% 86.8% 125 22.4%