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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
TC
2801
Taylor Cottrill
New Hampshire
$194M +$10.2M +6% 5.79% 113 12.39%
ACM
2802
Atika Capital Management
New York
$194M -$9.63M -5% 19.2% 553% 82 62.2%
AWA
2803
ARS Wealth Advisors
Florida
$194M -$3.36M -2% 6.43% 61.8% 84 16.67%
CHC
2804
City Holding Co
West Virginia
$194M +$11M +6% 4.87% 81.3% 519 13.68%
AHB
2805
Abner Herrman & Brock
New Jersey
$194M +$6.57M +4% 8.87% 139% 86 10.47%
CBOR
2806
Community Bank of Raymore
Missouri
$194M +$12M +7% 1.97% 68.3% 49 14.29%
FM
2807
Family Management
New York
$194M -$33M -15% 5.59% 58.5% 104 32.69%
SC
2808
Stratford Consulting
Texas
$193M +$6.96M +4% 3.59% 8.23% 61 16.39%
IA
2809
Ibbotson Associates
Illinois
$193M +$25M +15% 1.94% 21 4.76%
KFA
2810
Kays Financial Advisory
Georgia
$193M +$17.3M +10% 2.92% 23.3% 64 7.81%
FI
2811
FCM Investments
Texas
$193M -$10.1M -5% 3% 40.1% 100 10%
AIM
2812
Advantage Investment Management
Iowa
$193M +$17.5M +10% 4.11% 28.6% 942 13.59%
NFC
2813
Northeast Financial Consultants
Connecticut
$193M -$4.18M -2% 5.13% 63.8% 150 19.33%
CICI
2814
Capital Investment Counsel Inc
North Carolina
$192M +$7.3M +4% 6.07% 120% 140 8.57%
RPA
2815
Rock Point Advisors
Vermont
$192M +$9.72M +5% 5.27% 64.6% 88 17.05%
CCM
2816
Carderock Capital Management
Maryland
$192M +$12.8M +7% 6.04% 88.6% 81 12.35%
RIM
2817
Rampart Investment Management
Connecticut
$192M -$36.5M -16% 6.96% 74% 11 36.36%
BCP
2818
Blue Chip Partners
Michigan
$192M +$34.9M +22% 6.44% 60.3% 121 9.92%
CAL
2819
Capital Advisors Ltd
Ohio
$192M +$10.6M +6% 4.46% 54.2% 358 8.94%
CA
2820
Cambridge Associates
Massachusetts
$192M +$20.6M +12% 0.63% 41.5% 21 28.57%
USGIU
2821
U.S. Global Investors (USGI)
Texas
$192M +$3.22M +2% 5.83% 101% 351 45.58%
ITIM
2822
Indiana Trust & Investment Management
Indiana
$192M +$16.8M +10% 3.82% 104% 139 27.34%
MA
2823
Marshwinds Advisory
Georgia
$192M +$5.22M +3% 7.7% 32.9% 143 6.99%
TP
2824
Truvvo Partners
New York
$191M 11% 21.1% 107
TM
2825
Tikvah Management
North Carolina
$191M +$11.2M +6% 4.09% 173% 20 20%