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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
PFBT
2851
Parkside Financial Bank & Trust
Missouri
$297M +$16.6M +6% 13.3% 63.3% 1,737 16.93%
OWM
2852
Orgel Wealth Management
Wisconsin
$296M -$35M -11% 6.38% 36.6% 42 19.05%
CIA
2853
Covington Investment Advisors
Pennsylvania
$296M +$32.8M +12% 12.7% 100% 96 3.13%
MFW
2854
Meristem Family Wealth
Minnesota
$296M +$22.5M +8% 12.8% 67.7% 154 19.48%
TPC
2855
Tiger Pacific Capital
New York
$295M +$84.4M +40% 24.1% 84.5% 14 28.57%
LFA
2856
Legacy Financial Advisors
Kentucky
$295M +$36.8M +14% 11.2% 86.3% 1,208 27.24%
FIG
2857
FundX Investment Group
California
$295M +$26M +10% 9.26% 94.6% 59 35.59%
BS
2858
Bessemer Securities
New York
$294M +$29.5M +11% 12.9% 45% 106 9.43%
NIM
2859
Needham Investment Management
New York
$294M +$27.7M +10% 18.1% 424% 87 14.94%
SAS
2860
Sarbit Advisory Services
Manitoba, Canada
$294M -$78.4M -21% 13% 29.3% 11 36.36%
CIC
2861
Canal Insurance Company
South Carolina
$294M +$24M +9% 9.02% 103% 79 26.58%
CAM
2862
Cypress Asset Management
Texas
$294M +$26.3M +10% 14.9% 128% 159 12.58%
WGRM
2863
Waterton Global Resource Management
Ontario, Canada
$294M +$103M +54% 44.6% 21% 4 0%
WCP
2864
Welch Capital Partners
New York
$294M +$32.5M +12% 14.2% 79.2% 33 18.18%
PAM
2865
Peak Asset Management
Colorado
$294M +$27.3M +10% 12.2% 70.1% 135 8.15%
CFSG
2866
Community Financial Services Group
Vermont
$294M +$29.9M +11% 12.4% 93 11.83%
CA
2867
Cambridge Advisors
Nebraska
$294M +$24.9M +9% 10.6% 52.9% 139 5.76%
FWSM
2868
First Wilshire Securities Management
California
$293M +$27.4M +10% 13.5% 135% 117 4.27%
CCPM
2869
Cooper Creek Partners Management
New York
$293M +$40.3M +16% 19.3% 86.4% 100 75%
MIRH
2870
Madison International Realty Holdings
New York
$293M +$43.6M +17% 15.7% 8 12.5%
SCG
2871
Siris Capital Group
New York
$293M +$37.9M +15% 39.3% 2 50%
CIM
2872
Castleton Investment Management
Connecticut
$293M +$80.5M +38% 12.7% 15.1% 71 60.56%
ODCM
2873
Old Dominion Capital Management
Virginia
$293M +$16.1M +6% 12.8% 45.9% 150 16%
DSAM
2874
Dock Street Asset Management
Florida
$293M +$30.8M +12% 19.1% 175% 56 17.86%
HFM
2875
Hartford Financial Management
Connecticut
$293M +$30.9M +12% 12.9% 79.6% 403 10.92%