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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
MBT
2651
Montecito Bank & Trust
California
$243M +$6.62M +3% 3.87% 193 21.24%
FPIS
2652
Financial Planning & Information Services
Wisconsin
$243M +$25M +11% 2.99% 13% 35 0%
PRCP
2653
Pacific Ridge Capital Partners
Oregon
$243M +$21.9M +10% 17.3% 149% 155 9.68%
SC
2654
Sageview Capital
Connecticut
$243M +$68.2M +39% 113% 335% 4 0%
CC
2655
Callan Capital
California
$243M -$2.1M -0.9% 6.01% 20.1% 71 40.85%
AB
2656
Atlas Brown
Kentucky
$243M -$4.07M -2% 1.72% 102% 118 5.08%
ACS
2657
Archford Capital Strategies
Illinois
$243M +$52.5M +28% 2.01% 76.2% 873 19.82%
ILM
2658
Indigo Latam Management
Arizona
$242M -$18.1M -7% 6.96% 39.3% 1 0%
SHCM
2659
Stokes & Hubbell Capital Management
Louisiana
$242M +$10.4M +4% 1.86% 31.2% 88 5.68%
WPP
2660
Whalerock Point Partners
Rhode Island
$242M 2.89% 103% 142
BFIC
2661
Bedell Frazier Investment Counselling
California
$241M +$39.1M +19% 8.22% 72.5% 59 37.29%
GFG
2662
Gray Financial Group
Georgia
$241M -$1.59M -0.7% 2.33% 66 10.61%
TCM
2663
Tang Capital Management
California
$241M +$16.7M +7% 15.9% 493% 12 50%
AMG
2664
Asset Management Group
Connecticut
$241M +$10M +4% 3.1% 57% 104 6.73%
SA
2665
Smithwood Advisers
California
$241M +$8.04M +3% 4.36% 23.3% 13 53.85%
AIS
2666
American Investment Services
Massachusetts
$240M +$9.18M +4% 1.06% 63.1% 104 10.58%
1M
2667
13D Management
New York
$240M -$3.28M -1% 10.3% 157% 38 34.21%
WIS
2668
Wright Investors Service
Connecticut
$240M -$3.45M -1% 4.92% 146% 232 21.12%
MG
2669
McCutchen Group
Washington
$240M +$21.8M +10% 3.28% 2.54% 18 0%
WA
2670
Waverly Advisors
Alabama
$240M +$19M +9% 3.24% 67.6% 108 24.07%
NAMP
2671
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239M -$1.14M -0.5% 4.1% 73.1% 115 5.22%
ACM
2672
Arlington Capital Management
Illinois
$239M +$67.8M +40% 5.8% 154% 37 45.95%
AA
2673
Advisory Alpha
Michigan
$239M +$20.7M +10% 2.72% 50.3% 99 24.24%
IC
2674
Immersion Capital
United Kingdom
$239M -$20.3M -8% 20.8% 63.4% 7 57.14%
VCM
2675
Vision Capital Management
Oregon
$239M +$2.54M +1% 3.31% 67.4% 89 14.61%