We are live on ! Find out more

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 Avg Holding
Period (Yrs)
Newman Dignan & Sheerar Inc
2926
Newman Dignan & Sheerar Inc
Rhode Island
$226M +$61.8M +38% 3.28% 82.6% 157 15.29% 2.6
FIC Capital
2927
FIC Capital
New York
$226M +$27.2M +14% 10.7% 49.7% 123 13.01% 2.4
Renaissance Investment Group
2928
Renaissance Investment Group
Massachusetts
$226M +$13.7M +6% 6.52% 99.6% 82 7.32% 2.8
Shelter Insurance Retirement Plan
2929
Shelter Insurance Retirement Plan
Missouri
$225M +$4.43M +2% 4.06% 60.5% 42 2.38% 3.2
Verger Capital Management
2930
Verger Capital Management
North Carolina
$225M -$482K -0.2% 4.49% 58.3% 16 12.5% 1.6
Paragon Capital Management (Colorado)
2931
Paragon Capital Management (Colorado)
Colorado
$225M – – 3.48% 109% 147 – 1.5
Hunting Hill Global Capital
2932
Hunting Hill Global Capital
New York
$225M +$192M +598% 17.8% 132% 16 62.5% 0.1
Keating Investment Counselors
2933
Keating Investment Counselors
Florida
$224M +$12.6M +6% 5.19% 50% 64 4.69% 3
Gemmer Asset Management
2934
Gemmer Asset Management
California
$224M +$25.6M +13% 5.26% 96.8% 1,291 7.2% 2.5
NAMP
2935
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$224M +$2.33M +1% 6.21% 90.2% 121 9.92% 2.8
HIS
2936
Horizon Investment Services
Indiana
$224M +$12.4M +6% 8.74% 250% 128 33.59% 1.3
AMCA
2937
Arthur M. Cohen & Associates
Illinois
$224M +$34.8M +18% 8.18% 110% 104 17.31% 2
Old Second National Bank of Aurora
2938
Old Second National Bank of Aurora
Illinois
$224M +$713K +0.3% 5.17% 93.7% 352 12.5% 2.6
Belvedere Trading
2939
Belvedere Trading
Illinois
$224M -$180M -45% 9.34% 497% 43 83.72% 0.1
Evermay Wealth Management
2940
Evermay Wealth Management
Virginia
$223M +$19M +9% 4.45% 56.2% 104 25% 1.9
WC
2941
Whitnell & Co
Illinois
$223M +$7.98M +4% 4.52% 36.6% 400 39.25% 2.9
GoodHaven Capital Management
2942
GoodHaven Capital Management
New Jersey
$223M -$24.7M -10% 5.51% 80.7% 24 20.83% 2.8
Truvvo Partners
2943
Truvvo Partners
New York
$223M -$62.7M -22% 8.53% 21.1% 129 17.83% 0.9
PWAP
2944
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$223M +$7.78M +4% 5.82% 58.5% 123 4.88% 2.9
TI
2945
Telemetry Investments
New York
$223M +$45.8M +26% 6.18% 77.4% 149 57.05% 0.5
Park Avenue Securities
2946
Park Avenue Securities
New York
$223M +$20.5M +10% 2.23% 71% 75 61.33% 0.6
TBA
2947
Train Babcock Advisors
New York
$223M -$20.5M -8% 7.27% 41.9% 125 12.8% 2.8
CFSG
2948
Community Financial Services Group
Vermont
$223M +$10.5M +5% 4.72% – 63 7.94% 2.9
Harvey Capital Management
2949
Harvey Capital Management
Florida
$223M +$7.91M +4% 13.9% 147% 82 9.76% 2.4
Capital Investment Counsel Inc
2950
Capital Investment Counsel Inc
North Carolina
$223M +$18M +9% 6.87% 174% 152 12.5% 2.8