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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 Avg Holding
Period (Yrs)
PRCP
2776
Pacific Ridge Capital Partners
Oregon
$194M +$47.4M +32% 2.42% 149% 150 1.33% 0.7
DBIA
2777
Dumont & Blake Investment Advisors
New Jersey
$194M -$5.29M -3% 0.49% 78.3% 169 12.43% 1
PSC
2778
Piper Sandler & Co
Minnesota
$194M +$55.2M +40% 0.08% 0.04% 206 74.27% 0.1
KA
2779
Kerrisdale Advisers
Florida
$194M -$16.2M -8% 4.98% 78.8% 50 46% 0.5
SRCM
2780
Swift Run Capital Management
Virginia
$193M -$35.3M -15% 3.21% 9.9% 57 10.53% 0.6
KIC
2781
Keating Investment Counselors
Florida
$193M -$14M -7% 0.87% 50% 59 8.47% 1.1
NCIM
2782
New Century Investment Management
Michigan
$193M +$9.25M +5% 2.04% 103% 94 20.21% 0.8
VNA
2783
VNBTrust National Association
Virginia
$193M -$8.56M -4% 0.19% 42.9% 138 12.32% 1.1
JCM
2784
Jasinkiewicz Capital Management
New Jersey
$193M -$48.3M -20% 8.42% – 53 56.6% 0.6
PGA
2785
Portland Global Advisors
Maine
$193M -$5.77M -3% 1.23% 43.4% 122 11.48% 1
TCM
2786
Tang Capital Management
California
$193M -$22.9M -11% 0.35% 493% 13 7.69% 0.9
RAM
2787
Redmond Asset Management
Virginia
$193M -$11.9M -6% 2.77% 61.5% 157 14.65% 1
SHWM
2788
Smith & Howard Wealth Management
Georgia
$193M +$645K +0.3% 0% 40.4% 48 20.83% 1
MAS
2789
Madden Advisory Services
Florida
$193M -$3.63M -2% 2.06% 52.3% 416 12.26% 0.9
Vantagepoint Investment Advisers
2790
Vantagepoint Investment Advisers
District of Columbia
$193M -$4.59M -2% 3.29% 32.7% 1 0% 0.8
CM
2791
CoreCommodity Management
Connecticut
$192M -$17.3M -8% 8.04% 65.8% 197 12.18% 0.6
PAS
2792
Partnervest Advisory Services
California
$192M -$30.5M -14% 0.79% 45.1% 1,060 85.57% 1.1
Moneta Group Investment Advisors
2793
Moneta Group Investment Advisors
Missouri
$192M +$6.37M +3% 2.38% 64% 141 10.64% 1
CA
2794
Capital Advantage
California
$192M +$10.6M +6% 1.77% 49.2% 57 3.51% 0.6
PAMG
2795
Patton Albertson Miller Group
Tennessee
$192M -$5.61M -3% 1.62% 109% 160 12.5% 1
WCM
2796
Weatherstone Capital Management
Colorado
$192M -$185M -49% 2.37% 32% 89 37.08% 0.7
MIS
2797
Man Investments (Switzerland)
Switzerland
$192M -$55.6M -22% 0.02% 0.23% 50 0% 0.8
LFR
2798
Lehman Financial Resources
Pennsylvania
$192M -$18.3M -9% 4.43% 58.2% 449 12.47% 1
RB
2799
Rodgers Brothers
Pennsylvania
$192M -$10.5M -5% 2.87% 108% 153 8.5% 1.1
Mariner Independent Advisor Network
2800
Mariner Independent Advisor Network
Kansas
$191M -$11.7M -6% 1.85% 39.5% 154 16.88% 0.2