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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
III
2826
Independent Investors Inc
New York
$216M -$130K -0.1% 2.89% 61.6% 84 10.71%
TWMP
2827
Taylor Wealth Management Partners
Massachusetts
$216M -$6.84M -3% 2.24% 62% 185 16.76%
SMH
2828
Sanders Morris Harris
Texas
$216M -$114M -34% 0.24% 83.1% 166 33.13%
VHAM
2829
Van Hulzen Asset Management
California
$216M +$31.5M +17% 0.22% 75.5% 183 42.62%
SIG
2830
Sky Investment Group
Connecticut
$215M +$483K +0.2% 1.4% 68% 96 12.5%
PRS
2831
Pinkerton Retirement Specialists
Idaho
$215M -$21.9M -9% 2.3% 74.5% 688 12.79%
BA
2832
Bard Associates
Illinois
$215M +$10.5M +5% 9.24% 200% 183 8.74%
WC
2833
Whitnell & Co
Illinois
$215M -$77.6M -26% 1.08% 36.6% 414 15.94%
PWAP
2834
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$215M +$4.53M +2% 4.23% 58.5% 119 8.4%
BL
2835
BCWM LLC
Kansas
$215M -$162K -0.1% 1.26% 77 23.38%
CRIM
2836
Castle Ridge Investment Management
Connecticut
$215M +$3.14M +1% 0.78% 46 69.57%
RGIA
2837
Rainier Group Investment Advisory
Washington
$215M 0.49% 41.4% 49
HCM
2838
Harvey Capital Management
Florida
$215M -$109M -34% 2.85% 141% 83 13.25%
PCM
2839
Punch Card Management
Florida
$214M +$14.6M +7% 12.5% 41% 3 0%
TCM
2840
Texan Capital Management
Texas
$214M +$1.85M +0.9% 2.76% 19.3% 135 8.89%
AGM
2841
Alpine Global Management
New York
$214M -$133M -38% 4.97% 100% 217 85.25%
CBN
2842
Cadence Bank NA
Texas
$214M -$7.84M -4% 3.59% 33.3% 139 10.79%
FC
2843
Finepoint Capital
Massachusetts
$213M -$12.1M -5% 5.29% 24.8% 5 0%
AC
2844
Abbrea Capital
California
$213M 1.47% 38% 136
AFP
2845
Ausdal Financial Partners
Iowa
$213M +$14.8M +7% 2.31% 47% 287 17.07%
DBIA
2846
Dumont & Blake Investment Advisors
New Jersey
$213M +$9.5M +5% 3.89% 59.4% 200 9.5%
CCM
2847
Cutler Capital Management
Massachusetts
$213M -$97.4M -31% 3.85% 34% 87 17.24%
BA
2848
BKS Advisors
Michigan
$213M -$4.17M -2% 0.98% 57.9% 253 34.39%
CA
2849
Claar Advisors
New York
$213M +$14.9M +8% 1.89% 63% 37 54.05%
ACP
2850
Atalan Capital Partners
New York
$212M +$1.62M +0.8% 0.91% 185% 16 25%