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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)
AMG
2776
Asset Management Group
Connecticut
$259M +$5.99M +2% 1.65% 57% 107 4.67% 3.2
Dynamic Advisor Solutions
2777
Dynamic Advisor Solutions
Arizona
$258M +$1.89M +0.7% 1.86% 70.9% 238 21.01% 1.7
JCM
2778
Jacobi Capital Management
Pennsylvania
$258M +$63.1M +32% 1.78% 76.6% 885 20.79% 0.7
DOA
2779
D'Orazio & Associates
Virginia
$257M +$995K +0.4% 0.2% 61.2% 368 23.64% 1.8
PH
2780
Pinnacle Holdings
Oklahoma
$257M -$2.23M -0.9% 0.58% 79.6% 228 15.35% 2.5
RCWVOTCITCONY
2781
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$257M +$8.03M +3% 3.45% – 4 0% 0.5
ARM
2782
Adirondack Research & Management
New York
$257M -$21.6M -8% 3.26% 47.8% 119 10.92% 2.3
CBOR
2783
Community Bank of Raymore
Missouri
$257M +$12.2M +5% 0.81% 89.6% 49 6.12% 2.1
SPIA
2784
Strategic Point Investment Advisors
Rhode Island
$257M +$14.3M +6% 2.36% 51.9% 19 15.79% 1.6
CCT
2785
Capital City Trust
Florida
$256M +$2.54M +1% 3.45% 86.1% 102 7.84% 3.2
FTS
2786
Fifth Third Securities
Ohio
$256M +$11.9M +5% 2.32% 58.9% 107 4.67% 0.9
HFA
2787
High Falls Advisors
New York
$256M +$24.9M +11% 1.82% 56.9% 90 13.33% 1.1
ICM
2788
Intrepid Capital Management
Florida
$256M -$15.7M -6% 0% 70.2% 35 14.29% 2.5
PFM
2789
Peak Financial Management
Massachusetts
$255M +$7.87M +3% 2.87% 51.8% 47 4.26% 0.9
MC
2790
MSD Capital
New York
$255M -$19.4M -7% 5.34% 11.5% 5 0% 3.6
AMCA
2791
Arthur M. Cohen & Associates
Illinois
$255M +$31.5M +14% 2.17% 110% 107 20.56% 2.1
TC
2792
TFS Capital
Pennsylvania
$255M -$53M -17% 4.78% 53.8% 921 65.26% 0.4
AIA
2793
AGF Investments America
Ontario, Canada
$255M +$11.8M +5% 5.69% 72.1% 73 4.11% 1.6
KC
2794
KRV Capital
New York
$255M -$48.5M -16% 6.62% – 29 48.28% 0.4
KJHP
2795
K.J. Harrison & Partners
Ontario, Canada
$255M +$10.8M +4% 1.04% 140% 203 36.95% 1.5
CCB
2796
Cutter & Co Brokerage
Missouri
$255M +$12.5M +5% 3.31% 40.4% 287 12.89% 1.9
MLIM
2797
Mountain Lake Investment Management
Florida
$254M +$13.3M +6% 1.88% 64% 36 33.33% 1.1
IWA
2798
IBEX Wealth Advisors
New Jersey
$254M +$91.9M +57% 3.04% 221% 139 51.8% 0.3
FRGX
2799
First Reserve GP XII
Connecticut
$254M -$67.4M -21% 20.6% – 3 0% 2.1
CFP
2800
Cornerstone Financial Partners
North Carolina
$254M -$45.2M -15% 2.37% – 158 33.54% 0.9