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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
SQA
2701
Simon Quick Advisors
New Jersey
$276M +$98.6M +56% 3.81% 69.5% 558 51.61%
GC
2702
Grace Capital
Massachusetts
$275M +$25.2M +10% 3.86% 127% 99 17.17%
CIM
2703
CIM Investment Management
Pennsylvania
$275M -$6.19M -2% 3.41% 88.6% 400 32%
AC
2704
Alley Company
Illinois
$275M +$10.2M +4% 3.57% 88.2% 79 5.06%
SFWA
2705
Summit Financial Wealth Advisors
Louisiana
$275M +$22.1M +9% 4% 61.5% 158 20.25%
WIS
2706
Wright Investors Service
Connecticut
$275M +$10.2M +4% 6.82% 146% 246 22.36%
WWM
2707
Willingdon Wealth Management
North Carolina
$275M +$22.9M +9% 4.57% 15.3% 315 63.17%
TAM
2708
Trust Asset Management
Texas
$275M +$349K +0.1% 0.74% 91.1% 70 34.29%
GKWIM
2709
Gerber Kawasaki Wealth & Investment Management
California
$274M +$10.9M +4% 6.53% 91.5% 124 19.35%
TCM
2710
TVR Capital Management
Connecticut
$274M -$94.3M -26% 8.96% 66 74.24%
MCM
2711
Mitchell Capital Management
Kansas
$274M +$12.6M +5% 7.55% 219% 73 24.66%
TCM
2712
Timpani Capital Management
Wisconsin
$274M +$4.68M +2% 14.9% 383% 122 38.52%
GC
2713
Gilbert & Cook
Iowa
$274M -$9.31M -3% 3.31% 63.2% 146 43.84%
HA
2714
Harbor Advisors
Florida
$273M +$20.3M +8% 5.28% 125% 159 10.06%
NFC
2715
Northeast Financial Consultants
Connecticut
$273M +$19.3M +8% 4.85% 63.8% 154 10.39%
FSCM
2716
Front Street Capital Management
Montana
$273M +$13.1M +5% 8.33% 316% 64 12.5%
GIA
2717
Gargoyle Investment Advisor
New Jersey
$272M +$19.4M +8% 3.98% 34.5% 212 33.96%
OIA
2718
OneDigital Investment Advisors
Kansas
$272M -$63.1M -19% 4.15% 57.3% 1,326 28.51%
HT
2719
Heritage Trust
Oklahoma
$272M +$12.5M +5% 4.31% 396 20.45%
HAM
2720
Harber Asset Management
North Carolina
$272M +$28.5M +12% 7.22% 63.6% 48 22.92%
PAM
2721
PineView Asset Management
Connecticut
$272M -$55.7M -17% 7.85% 20 20%
SWK
2722
Stephen W. Kidder
$271M +$7.44M +3% 4.44% 94.7% 96 9.38%
BIA
2723
Barry Investment Advisors
Massachusetts
$271M +$5.94M +2% 4.1% 57.9% 74 14.86%
CCM
2724
Castine Capital Management
Massachusetts
$271M +$48.6M +22% 5.08% 13.9% 36 16.67%
PH
2725
Pinnacle Holdings
Oklahoma
$271M +$13.5M +5% 2.44% 79.6% 226 12.39%