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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
AAM
2676
AR Asset Management
California
$231M -$6.84M -3% 0.58% 59.5% 119 3.36%
CHC
2677
City Holding Co
West Virginia
$231M +$6.85M +3% 2.67% 81.3% 595 8.4%
MP
2678
Mediatel Partners
Texas
$231M +$917K +0.4% 0.47% 22.9% 2 0%
PFM
2679
Peak Financial Management
Massachusetts
$231M +$6.88M +3% 3.19% 51.8% 35 17.14%
CCM
2680
Cupps Capital Management
Illinois
$231M -$156M -40% 19.2% 213% 206 35.92%
SFWA
2681
Summit Financial Wealth Advisors
Louisiana
$231M -$8.49M -4% 1.97% 61.5% 161 19.88%
ACM
2682
Argyle Capital Management
Pennsylvania
$231M -$4.84M -2% 1.72% 66.4% 122 4.92%
ANB
2683
Amarillo National Bank
Texas
$230M +$7.08M +3% 2.48% 56.3% 79 11.39%
AIA
2684
AGF Investments America
Ontario, Canada
$230M +$9.47M +4% 5.68% 72.1% 70 2.86%
CYG
2685
Clean Yield Group
Vermont
$230M -$2.89M -1% 1.34% 44.8% 346 21.1%
GIP
2686
Greatmark Investment Partners
Georgia
$230M +$5.64M +3% 3.92% 62% 93 5.38%
CVSCT
2687
C.V. Starr & Co Trust
New York
$229M +$2.01M +0.9% 2.84% 51.7% 30 3.33%
CCB
2688
Cutter & Co Brokerage
Missouri
$229M -$4.77M -2% 1.01% 40.4% 279 22.58%
CT
2689
Chicago Trust
Illinois
$229M -$14.2M -6% 2.5% 85.9% 166 10.84%
SPIA
2690
Strategic Point Investment Advisors
Rhode Island
$229M +$5.32M +2% 2.69% 51.9% 12 0%
MGB
2691
Mass General Brigham
Massachusetts
$229M 0.18% 1
GC
2692
Grace Capital
Massachusetts
$229M -$9.5M -4% 1.24% 127% 82 14.63%
TC
2693
Trust Company
Kansas
$228M -$33.8M -13% 3.79% 36.5% 411 18.73%
MAM
2694
Marquette Asset Management
Minnesota
$228M -$2.17M -0.9% 3.79% 63.5% 84 8.33%
EPCA
2695
Elizabeth Park Capital Advisors
Ohio
$228M -$7.17M -3% 13.2% 77.8% 56 23.21%
FWM
2696
Focused Wealth Management
New York
$228M +$9.87M +5% 3.91% 57.9% 754 10.21%
CAL
2697
Capital Advisors Ltd
Ohio
$227M +$14.5M +7% 2.04% 54.2% 378 8.73%
LA
2698
Lynch & Associates
Indiana
$227M +$3.5M +2% 0.75% 62.9% 115 8.7%
PAMG
2699
Patton Albertson Miller Group
Tennessee
$227M +$3.64M +2% 2.94% 109% 134 9.7%
BCM
2700
Birmingham Capital Management
Alabama
$227M -$1.55M -0.7% 1.05% 77.6% 103 0%