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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
TCOO
3001
Trust Company of Oklahoma
Oklahoma
$149M +$14.5M +11% 10.4% 88.7% 87 5.75%
SAM
3002
Solaris Asset Management
New York
$149M +$11.9M +9% 10.5% 74% 261 18.01%
FDS
3003
First Dallas Securities
Texas
$149M +$18.2M +14% 8.96% 163% 101 13.86%
CR
3004
Cooperatieve Rabobank
Netherlands
$149M -$70.4M -32% 9.47% 139 37.41%
WRM
3005
Weybosset Research & Management
Rhode Island
$149M +$13.7M +10% 8.28% 73.4% 50 16%
FC
3006
Flaherty & Crumrine
California
$149M -$12.4M -8% 0.05% 0.12% 11 9.09%
PPSG
3007
Princeton Portfolio Strategies Group
New Jersey
$149M +$12.9M +9% 10.5% 83.8% 116 11.21%
CA
3008
Capital Advantage
California
$149M 3.28% 44.4% 47
PAPAIJV
3009
Paragon Associates & Paragon Associates II Joint Venture
Texas
$149M 23.6% 168% 20
SMU
3010
Signet Management USA
Virginia
$149M 12% 197
FAM
3011
Formidable Asset Management
Ohio
$149M +$32.8M +28% 9.94% 52.2% 551 22.14%
TFMS
3012
Trust & Fiduciary Management Services
Massachusetts
$148M +$14.3M +11% 3.88% 125 16.8%
NFGCM
3013
Norman Fields Gottscho Capital Management
New York
$148M +$14.9M +11% 9.93% 94% 68 10.29%
FA
3014
FCG Advisors
New Jersey
$148M +$7.84M +6% 5.35% 19.7% 84 22.62%
CCM
3015
Concourse Capital Management
Georgia
$148M 21.1% 107% 33
PCM
3016
Perkins Capital Management
Minnesota
$148M +$9.1M +7% 13.3% 303% 148 22.3%
FMP
3017
Financial Management Professionals
Texas
$148M -$13.3M -8% 8.11% 62.1% 326 15.95%
SC
3018
Spitfire Capital
California
$148M 12.8% 25.9% 23
TIM
3019
TBP Investments Management
Texas
$148M +$132M +826% 8.61% 41 87.8%
GA
3020
Geller Advisors
New York
$148M +$15M +11% 7.83% 20.4% 28 25%
FCM
3021
FJ Capital Management
Virginia
$148M 6.99% 97.9% 69
WSC
3022
Wellington Shields & Co
New York
$148M +$21.4M +17% 18% 109% 120 10%
PHK
3023
Point72 Hong Kong
Hong Kong
$148M 51.5% 396% 23
CGI
3024
Caerus Global Investors
New York
$148M +$53M +56% 11% 41 58.54%
RA
3025
RMR Advisors
Massachusetts
$148M +$986K +0.7% 1.13% 2.17% 116 7.76%