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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
RBC
2951
Roble Belko & Company
Pennsylvania
$226M +$17.2M +8% 3.68% 53.3% 324 11.73%
SLT
2952
St Louis Trust
Missouri
$226M +$8.33M +4% 4.52% 52.3% 54 1.85%
MIM
2953
Montgomery Investment Management
Maryland
$225M +$6.55M +3% 7.27% 98.4% 96 3.13%
CFA
2954
Capstone Financial Advisors
Illinois
$225M +$18.1M +9% 3.43% 45.5% 89 17.98%
CCM
2955
Cutler Capital Management
Massachusetts
$225M +$14M +7% 2.26% 34% 95 16.84%
CPA
2956
Court Place Advisors
Maryland
$225M +$13.9M +7% 5.09% 92% 169 5.92%
SWPG
2957
Strategic Wealth Partners Group
Illinois
$225M +$18.9M +9% 3.97% 27 3.7%
MSAM
2958
Moloney Securities Asset Management
Missouri
$225M +$23.7M +12% 3.93% 86% 290 16.55%
DLG
2959
Daniel L. Goodwin
$224M +$2.83M +1% 5.64% 72.6% 100 18%
NB
2960
Nicolet Bankshares
Wisconsin
$224M +$12.1M +6% 4.27% 63.9% 180 9.44%
CCM
2961
CrestPoint Capital Management
Missouri
$224M +$11.2M +5% 5.58% 42.6% 227 11.45%
DI
2962
Dalton Investments
Nevada
$224M -$41.7M -16% 9.4% 94.7% 33 24.24%
TWMP
2963
Taylor Wealth Management Partners
Massachusetts
$224M +$3.03M +1% 8.65% 62% 172 6.98%
SR
2964
Sloane Robinson
United Kingdom
$224M +$67.6M +43% 9.01% 175% 22 40.91%
CIA
2965
Capital Impact Advisors
Massachusetts
$224M +$4.24M +2% 7.85% 161 19.25%
GMA
2966
Goldstein Munger & Associates
California
$223M +$5.92M +3% 3.75% 11.9% 35 2.86%
GPC
2967
Guardian Point Capital
Virginia
$223M +$20.7M +10% 10% 128% 17 23.53%
RCM
2968
Robinson Capital Management
Michigan
$223M -$6.23M -3% 0.57% 1.5% 110 24.55%
CCM
2969
Compton Capital Management
Rhode Island
$223M +$3.39M +2% 4.13% 75.6% 150 8.67%
IIM
2970
Ipswich Investment Management
Massachusetts
$223M +$9.35M +4% 5.36% 92.8% 149 14.77%
TCA
2971
Teewinot Capital Advisers
New York
$223M +$18.2M +9% 9.57% 159% 53 15.09%
DA
2972
Doliver Advisors
Texas
$223M +$15.6M +8% 0.96% 81% 318 38.99%
PFP
2973
Patriot Financial Partners
Pennsylvania
$223M +$2.21M +1% 2.46% 16.6% 9 11.11%
WMG
2974
WESCAP Management Group
California
$222M +$10.5M +5% 3.74% 40.2% 64 3.13%
GAM
2975
Gould Asset Management
California
$222M +$15.1M +7% 3.24% 37.6% 138 9.42%