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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
WMG
2801
WESCAP Management Group
California
$203M +$3.96M +2% 1.03% 40.2% 59 11.86%
RSVP
2802
Ramsay Stattman Vela & Price
Colorado
$202M +$7.93M +4% 2.35% 54.6% 60 5%
BHTS
2803
Bar Harbor Trust Services
Maine
$202M +$27.7M +16% 7.71% 86.4% 84 8.33%
CWA
2804
Cypress Wealth Advisors
California
$202M -$16.1M -7% 3.81% 29.3% 214 16.82%
BFIC
2805
Bedell Frazier Investment Counselling
California
$202M +$8.53M +4% 0.75% 72.5% 55 40%
IIM
2806
Ipswich Investment Management
Massachusetts
$202M -$7.88M -4% 4.02% 92.8% 397 66.75%
PAS
2807
Partnervest Advisory Services
California
$202M +$10.8M +6% 2.32% 45.1% 207 14.49%
FSCM
2808
Front Street Capital Management
Montana
$202M 1.4% 259% 65
HC
2809
Hillman Company
Pennsylvania
$202M +$21.3M +12% 1.47% 140% 13 15.38%
AC
2810
Adelphi Capital
United Kingdom
$202M -$72.3M -26% 13.6% 3 33.33%
RIG
2811
Renaissance Investment Group
Massachusetts
$202M +$2.75M +1% 1.51% 99.6% 78 2.56%
PAM
2812
Pagoda Asset Management
New York
$201M -$41.4M -17% 4.18% 29 65.52%
TFF
2813
The Family Firm
Maryland
$201M +$4.24M +2% 3.04% 40.2% 119 13.45%
CA
2814
Claar Advisors
New York
$201M +$8.7M +5% 2.56% 63% 39 51.28%
PCP
2815
Proprium Capital Partners
Connecticut
$201M -$49.7M -20% 0.04% 6.09% 3 33.33%
SGH
2816
Sivik Global Healthcare
Connecticut
$201M -$24.7M -11% 7.55% 53.8% 72 41.67%
RCM
2817
Ratan Capital Management
Florida
$201M -$81.2M -29% 9.29% 320% 11 63.64%
RAM
2818
Redmond Asset Management
Virginia
$201M +$2.01M +1% 3.19% 59.1% 152 14.47%
KS
2819
Karpas Strategies
Connecticut
$200M +$7.84M +4% 5.07% 16.1% 120 3.33%
JCM
2820
Jacobi Capital Management
Pennsylvania
$200M 2.68% 62.7% 742
CL
2821
CIM LLC
New York
$200M -$2.32M -1% 0.3% 92.1% 83 9.64%
SACTSONJ
2822
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$200M +$2.56M +1% 2.61% 113% 181 10.5%
HCM
2823
Harvey Capital Management
Florida
$200M -$6.76M -3% 1.05% 141% 77 5.19%
DBIA
2824
Dumont & Blake Investment Advisors
New Jersey
$199M +$6.05M +3% 2.75% 59.4% 199 15.08%
EDRE
2825
Edmond de Rothschild (Europe)
Luxembourg
$199M +$7.47M +4% 4.5% 262 25.57%