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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
MIM
2976
Montgomery Investment Management
Maryland
$169M -$26.1M -13% 11.6% 98.4% 85 12.94%
CA
2977
Cambridge Advisors
Nebraska
$169M -$8.17M -5% 6.17% 52.9% 133 12.03%
OC
2978
Oarsman Capital
Wisconsin
$169M +$22.6M +15% 8% 70.6% 203 15.27%
HP
2979
HealthInvest Partners
Sweden
$169M -$26.7M -14% 16.1% 18 44.44%
PA
2980
Paracle Advisors
Washington
$169M +$14.4M +9% 5.82% 30.9% 39 20.51%
SV
2981
Stilwell Value
New York
$169M -$3.26M -2% 0.78% 87.9% 53 3.77%
QCI
2982
Quaker Capital Investments
Pennsylvania
$169M +$10.3M +6% 7.55% 107% 38 26.32%
IA
2983
Ibbotson Associates
Illinois
$168M +$19.7M +13% 6.04% 21 0%
BC
2984
Bocage Capital
California
$168M -$17.1M -9% 25.1% 25.3% 19 36.84%
NI
2985
Nepsis Inc
Minnesota
$168M +$19.4M +13% 7.43% 116% 34 35.29%
BWP
2986
BSW Wealth Partners
Colorado
$168M +$10.2M +7% 7.75% 75.4% 68 25%
TVM
2987
Tiger Veda Management
New York
$168M -$111M -40% 10.6% 21 47.62%
RWM
2988
Raffa Wealth Management
District of Columbia
$168M -$205K -0.1% 4% 35.8% 854 4.68%
AWP
2989
Ascent Wealth Partners
New York
$168M -$14.3M -8% 7.01% 94.4% 120 16.67%
NMM
2990
NGP MR Management
Texas
$167M +$63.6M +61% 24.1% 21.9% 2 0%
CFG
2991
Cambridge Financial Group
Ohio
$167M -$20.5M -11% 5.5% 33 18.18%
KTC
2992
Kistler-Tiffany Companies
Pennsylvania
$167M +$576K +0.3% 6.32% 52% 656 8.54%
PCI
2993
Pacifica Capital Investments
Texas
$167M +$4.33M +3% 6.99% 70.4% 16 6.25%
VEPM
2994
Vista Equity Partners Management
California
$167M -$11.2M -6% 11.3% 3.45% 37 48.65%
NPGCU
2995
Napier Park Global Capital (US)
New York
$167M -$117M -41% 8% 237% 65 63.08%
EWM
2996
Evermay Wealth Management
Virginia
$167M -$1.27M -0.8% 7.19% 56.2% 87 10.34%
PCM
2997
Punch Card Management
Florida
$167M +$50.9M +44% 15.5% 41% 7 28.57%
FPFS
2998
First Personal Financial Services
North Carolina
$166M -$563K -0.3% 3.75% 31.5% 504 13.69%
CW
2999
Cabot-Wellington
Massachusetts
$166M -$36.7M -18% 14.8% 65% 32 6.25%
TWA
3000
TCI Wealth Advisors
Arizona
$166M -$8.74M -5% 8% 65% 1,079 13.35%