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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 Avg Holding
Period (Yrs)
Ramsay Stattman Vela & Price
2976
Ramsay Stattman Vela & Price
Colorado
$219M +$7.68M +4% 7.07% 81.8% 60 1.67% 3.2
Cypress Wealth Advisors
2977
Cypress Wealth Advisors
California
$219M +$141K +0.1% 6.67% 29.3% 224 10.71% 1.3
Harbour Capital Advisors
2978
Harbour Capital Advisors
Virginia
$219M +$79.6M +57% 6.04% 168% 698 77.08% 0.5
Integrated Investment Consultants
2979
Integrated Investment Consultants
Michigan
$219M +$9.9M +5% 5.41% 70.2% 617 11.18% 0.9
Bank of Stockton
2980
Bank of Stockton
California
$219M +$8.98M +4% 4.58% 99.2% 106 8.49% 3
Financial Enhancement Group
2981
Financial Enhancement Group
Indiana
$219M +$25.8M +13% 6.44% 62.2% 70 21.43% 0.9
KS
2982
Karpas Strategies
Connecticut
$219M +$6.72M +3% 4.44% 16.1% 123 4.88% 3.1
Simcoe Capital Management
2983
Simcoe Capital Management
New York
$219M +$15.3M +8% 7.66% 48.7% 17 29.41% 1
Van Hulzen Asset Management
2984
Van Hulzen Asset Management
California
$218M +$2.65M +1% 6.18% 86.3% 153 32.03% 1.4
WFG
2985
Windsor Financial Group
Minnesota
$218M +$6.63M +3% 4.07% 15.3% 84 16.67% 2.6
PKO Investment Management Joint-Stock
2986
PKO Investment Management Joint-Stock
Poland
$218M +$66.8M +44% 12.2% 145% 79 22.78% 1.2
Robinson Capital Management
2987
Robinson Capital Management
Michigan
$218M +$33.6M +18% 1.12% 7.8% 122 29.51% 0.8
BP Capital Fund Advisors
2988
BP Capital Fund Advisors
Texas
$218M -$101M -32% 2.16% 17.9% 64 35.94% 0.8
Cadence Bank NA
2989
Cadence Bank NA
Texas
$217M +$3.49M +2% 3.49% 33.3% 141 7.8% 2.6
Foresters Asset Management
2990
Foresters Asset Management
Ontario, Canada
$217M +$39.6M +22% 8.57% 55.6% 87 26.44% 0.6
HT Partners
2991
HT Partners
Connecticut
$217M +$28.7M +15% 5.02% 71.1% 22 13.64% 1.8
Diker Management
2992
Diker Management
New York
$216M -$18.5M -8% 7.22% 210% 75 40% 1.1
Carderock Capital Management
2993
Carderock Capital Management
Maryland
$216M +$15.7M +8% 8.85% 97.6% 80 10% 2.8
Dock Street Asset Management
2994
Dock Street Asset Management
Florida
$216M +$30.4M +16% 11% 175% 61 26.23% 1.8
S. Muoio & Co
2995
S. Muoio & Co
New York
$216M +$24.1M +13% 9.76% 327% 108 39.81% 1.1
Franklin, Parlapiano, Turner & Welch
2996
Franklin, Parlapiano, Turner & Welch
Texas
$215M +$13.9M +7% 3.35% 41.6% 133 8.27% 1.9
McKinley Carter Wealth Services
2997
McKinley Carter Wealth Services
West Virginia
$215M +$17.5M +9% 6.09% 63.2% 123 4.88% 2.4
Hendershot Investments
2998
Hendershot Investments
Virginia
$215M +$6.7M +3% 5.8% 50.5% 70 14.29% 2.9
AlphaMark Advisors
2999
AlphaMark Advisors
Kentucky
$215M +$21.5M +11% 6.36% 26.4% 542 20.48% 1.6
Bard Associates
3000
Bard Associates
Illinois
$215M -$144K -0.1% 4.24% 241% 185 5.41% 2.6