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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
NCMW
2676
Northern Capital Management (Wisconsin)
Wisconsin
$240M +$17.3M +8% 4.51% 12.8% 151 17.88%
VEPM
2677
Vista Equity Partners Management
California
$240M +$20.2M +9% 1.38% 26.5% 28 39.29%
NCM
2678
Noesis Capital Mangement
Florida
$240M +$7.22M +3% 3.32% 86.8% 92 11.96%
AIS
2679
American Investment Services
Massachusetts
$239M -$976K -0.4% 1.34% 59.4% 106 8.49%
CS
2680
Comerica Securities
Michigan
$239M +$4.78M +2% 3.46% 25.6% 268 32.46%
CCM
2681
Castine Capital Management
Massachusetts
$239M +$38.2M +19% 38.2% 13.9% 41 21.95%
FFWA
2682
FRG Family Wealth Advisors
Washington
$239M +$16.9M +8% 3.86% 76.4% 131 5.34%
USGIU
2683
U.S. Global Investors (USGI)
Texas
$238M +$26.8M +13% 7.11% 101% 243 73.25%
OIM
2684
Oceanic Investment Management
Isle Of Man
$238M +$29.5M +14% 10.8% 36 58.33%
PA
2685
Probity Advisors
Texas
$238M +$6.03M +3% 3.15% 41.2% 144 13.89%
PAM
2686
PVG Asset Management
Colorado
$238M +$1.27M +0.5% 2.93% 119 30.25%
GIP
2687
Greatmark Investment Partners
Georgia
$238M +$7.91M +3% 3.55% 62% 100 12%
BCM
2688
Birmingham Capital Management
Alabama
$238M +$11.1M +5% 5.44% 77.6% 107 4.67%
LA
2689
Lynch & Associates
Indiana
$238M +$10.3M +5% 4.64% 62.9% 111 9.01%
WP
2690
WealthSource Partners
California
$238M -$36.5M -13% 0.79% 16.8% 302 33.44%
SCM
2691
Stonebridge Capital Management
California
$237M +$4.59M +2% 1.97% 144 14.58%
ACS
2692
Archford Capital Strategies
Illinois
$237M -$5.42M -2% 2.79% 76.2% 814 21.87%
HFS
2693
Haverford Financial Services
Pennsylvania
$237M +$4.38M +2% 2.89% 57.8% 62 8.06%
PC
2694
Permanens Capital
New York
$237M +$31.7M +15% 4.95% 74.7% 16 56.25%
IAM
2695
Ion Asset Management
Israel
$237M +$18.1M +8% 10.3% 125% 16 18.75%
FWM
2696
Focused Wealth Management
New York
$237M +$9.26M +4% 4% 57.9% 780 14.36%
MG
2697
McCutchen Group
Washington
$237M -$2.98M -1% 1.42% 2.54% 18 0%
CGL
2698
Clarius Group LLC
Washington
$236M +$22M +10% 2.3% 92.1% 100 16%
EWA
2699
Exencial Wealth Advisors
Oklahoma
$236M +$10.3M +5% 3.11% 58% 180 15.56%
UF
2700
Univest Financial
Pennsylvania
$236M +$15.2M +7% 7.65% 60.6% 102 14.71%