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
PS
2976
Portfolio Strategies
New York
$283M +$109M +63% 38.4% 83.1% 48 29.17%
WIP
2977
Wellesley Investment Partners
Massachusetts
$283M +$31.2M +12% 11.4% 22.7% 110 13.64%
IDA
2978
Intelligence Driven Advisers
California
$283M +$66.9M +31% 14.7% 43.8% 90 12.22%
EEP
2979
Edgehill Endowment Partners
Connecticut
$283M +$35.3M +14% 7.85% 11.6% 7 14.29%
BIA
2980
Barry Investment Advisors
Massachusetts
$283M +$80.8M +40% 10.2% 57.9% 81 18.52%
HC
2981
Hourglass Capital
Texas
$282M +$46.8M +20% 20.5% 90.2% 124 10.48%
CM
2982
Cornerstone Management
Georgia
$282M +$65.2M +30% 10.7% 40% 48 25%
KTC
2983
Kistler-Tiffany Companies
Pennsylvania
$282M -$453K -0.2% 21.1% 52% 653 20.52%
GGPE
2984
Golden Gate Private Equity
California
$282M +$66.2M +31% 32.5% 8.72% 25 12%
HR
2985
Hardy Reed
Mississippi
$282M +$62.7M +29% 18.8% 57.7% 80 23.75%
NFG
2986
Nations Financial Group
Iowa
$282M +$47.3M +20% 20.4% 105% 285 17.19%
CA
2987
Capital Advantage
California
$282M +$25.5M +10% 15.8% 44.4% 95 10.53%
BCM
2988
Bourgeon Capital Management
Connecticut
$281M +$88.2M +46% 19.9% 117% 282 14.89%
PT
2989
Plimoth Trust
Massachusetts
$281M +$42.7M +18% 16.8% 94% 168 10.71%
IRM
2990
Income Research & Management
Massachusetts
$281M +$80.9M +40% 0.08% 0.7% 24 37.5%
MAM
2991
Morse Asset Management
Connecticut
$281M +$71.3M +34% 34.1% 153% 128 28.91%
KMC
2992
Kirr Marbach & Co
Indiana
$281M +$46.9M +20% 23.3% 135% 65 24.62%
FBC
2993
Fairfield, Bush & Co
Connecticut
$280M +$39.7M +16% 24.3% 101% 150 18%
FCT
2994
Family Capital Trust
Massachusetts
$280M +$24.7M +10% 27.5% 18.2% 56 10.71%
VHMC
2995
Value Holdings Management Company
New York
$280M +$69.9M +33% 38% 112% 70 21.43%
FSA
2996
Financial Sense Advisors
California
$280M +$57.5M +26% 16.3% 149% 111 38.74%
MFS
2997
McNamara Financial Services
Massachusetts
$280M +$36.2M +15% 13.9% 42.6% 50 16%
CAM
2998
Cubic Asset Management
Massachusetts
$280M +$32.1M +13% 17.2% 40.5% 168 14.88%
TFA
2999
Teamwork Financial Advisors
Texas
$279M +$118M +73% 38.7% 126% 208 57.21%
BL
3000
BCWM LLC
Kansas
$279M +$39.8M +17% 18.6% 74 18.92%