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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
CA
2801
Capital Advantage
California
$445M +$8.46M +2% 7.64% 44.4% 42 11.9%
EAM
2802
EFG Asset Management
Oregon
$445M +$12.5M +3% 8.47% 211% 180 8.33%
GA
2803
GFS Advisors
Texas
$445M +$28M +7% 8.67% 97.9% 144 10.42%
BBL
2804
Beck Bode LLC
Massachusetts
$445M -$16.9M -4% 11.9% 155% 282 48.94%
RSVP
2805
Ramsay Stattman Vela & Price
Colorado
$444M +$40.9M +10% 10.1% 64.3% 85 10.59%
DS
2806
Dudley & Shanley
Florida
$444M +$86.5M +24% 14.2% 57% 36 33.33%
HPCM
2807
Hunter Perkins Capital Management
Illinois
$444M +$35.3M +9% 9.07% 58% 100 18%
NC
2808
Nekton Capital
United Kingdom
$443M +$76.2M +21% 14.1% 30.1% 24 54.17%
VHMC
2809
Value Holdings Management Company
New York
$443M +$40.9M +10% 11% 125% 44 0%
FAM
2810
Formidable Asset Management
Ohio
$443M +$11.5M +3% 9.83% 52.2% 338 13.31%
IWA
2811
IBEX Wealth Advisors
New Jersey
$443M +$57.9M +15% 10.4% 221% 187 28.34%
LWANC
2812
Laurel Wealth Advisors (North Carolina)
North Carolina
$442M +$40.7M +10% 9.18% 63.3% 591 12.52%
MWM
2813
Marietta Wealth Management
Georgia
$442M +$41.5M +10% 10.3% 83.8% 115 16.52%
FNBTCON
2814
First National Bank & Trust Co of Newtown
Pennsylvania
$442M +$29.9M +7% 8.34% 55.7% 125 4%
CWC
2815
Carolinas Wealth Consulting
North Carolina
$442M +$46.6M +12% 6.75% 24.6% 1,117 21.84%
PA
2816
Probity Advisors
Texas
$441M +$38.6M +10% 8.23% 55.8% 184 8.15%
PJSIMP
2817
P.J. Schmidt Investment Management (PJS)
Wisconsin
$441M +$26M +6% 8.63% 65.9% 180 11.11%
LIM
2818
Longfellow Investment Management
Massachusetts
$441M -$47.8M -10% 7.32% 45.9% 380 34.21%
RWB
2819
RMR Wealth Builders
New Jersey
$441M +$32.3M +8% 7.57% 81.6% 202 8.42%
CIAS
2820
CFS Investment Advisory Services
New Jersey
$441M +$52.5M +14% 6.11% 54.1% 138 28.26%
SPT
2821
Siemens Pension Trust
Germany
$441M 18.4% 25.4% 2
RIG
2822
RiverFront Investment Group
Virginia
$441M -$2.23B -83% 6.43% 57.1% 109 23.85%
WSC
2823
Wellington Shields & Co
New York
$440M +$211M +92% 13.3% 109% 297 7.74%
NGM
2824
North Growth Management
British Columbia, Canada
$440M +$39.4M +10% 18.6% 231% 47 6.38%
MAM
2825
Mark Asset Management
New York
$440M +$34.2M +8% 8.86% 325% 58 31.03%