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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
FPS
2951
Fieldpoint Private Securities
Connecticut
$457M +$28.8M +7% 7.23% 47.2% 1,694 8.68%
OAM
2952
Oberweis Asset Management
Illinois
$456M -$32.4M -7% 20.9% 312% 201 34.33%
MCM
2953
Mitchell Capital Management
Kansas
$456M +$45.9M +11% 10.7% 155% 159 9.43%
RIM
2954
Rush Island Management
New York
$456M +$156M +52% 14.6% 2.61% 30 56.67%
CIA
2955
Covington Investment Advisors
Pennsylvania
$455M +$41.5M +10% 8.71% 81.1% 78 2.56%
SF
2956
Susquehanna Foundation
Pennsylvania
$455M +$22.4M +5% 19% 36.7% 5 0%
CWC
2957
Carolinas Wealth Consulting
North Carolina
$455M +$43.9M +11% 7.08% 24.6% 1,033 11.04%
XF
2958
XML Financial
Maryland
$455M +$44.3M +11% 6.07% 69.5% 231 9.09%
MAM
2959
Marquette Asset Management
Minnesota
$454M +$40.3M +10% 8.11% 63.5% 255 12.94%
CC
2960
Carrhae Capital
United Kingdom
$454M +$96.8M +27% 3.98% 159% 20 60%
RTS
2961
Round Table Services
New Jersey
$454M +$41M +10% 5.97% 16.1% 138 19.57%
WDL
2962
Well Done LLC
Michigan
$454M +$18.2M +4% 5.61% 77% 182 12.09%
GSWM
2963
Golden State Wealth Management
California
$454M +$150M +50% 6.92% 313 38.34%
MWM
2964
Madison Wealth Management
Ohio
$453M +$44.8M +11% 9.81% 35.1% 147 7.48%
WC
2965
Walthausen & Co
New York
$453M -$21.4M -5% 3.68% 63.3% 158 18.99%
LOPW
2966
Live Oak Private Wealth
North Carolina
$453M +$45.6M +11% 5.53% 65% 165 7.88%
ACP
2967
Aveo Capital Partners
Colorado
$453M +$55.7M +14% 5.7% 19.1% 280 23.21%
KA
2968
KLCM Advisors
Wisconsin
$452M +$11M +3% 2.63% 97.4% 119 17.65%
FTC
2969
Farmers Trust Company
Ohio
$452M +$17.5M +4% 7.01% 73.5% 174 7.47%
BCP
2970
Berylson Capital Partners
Massachusetts
$451M +$40.4M +10% 4.97% 57.7% 75 46.67%
CAM
2971
Columbia Asset Management
Michigan
$451M -$101M -18% 6.43% 84.4% 192 17.71%
BCM
2972
Buckhead Capital Management
Georgia
$451M +$21.8M +5% 6.44% 54.4% 144 6.94%
SNT
2973
Security National Trust
West Virginia
$450M +$24.8M +6% 7.29% 58.3% 422 10.43%
PFA
2974
Paradigm Financial Advisors
Missouri
$450M +$38.1M +9% 9.66% 114% 235 12.77%
SG
2975
Stonnington Group
California
$450M +$36.9M +9% 11.1% 288 18.75%