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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)
Cahaba Wealth Management
3026
Cahaba Wealth Management
Georgia
$245M +$27.4M +13% 3.22% 45.2% 59 10.17% 0.2
Gilman Hill Asset Management
3027
Gilman Hill Asset Management
Connecticut
$245M +$1.31M +0.5% 2.57% 54.2% 180 10.56% 2.7
HT Partners
3028
HT Partners
Connecticut
$245M +$18.1M +8% 3.09% 71.1% 23 8.7% 2.4
Patton Albertson Miller Group
3029
Patton Albertson Miller Group
Tennessee
$245M +$15.7M +7% 5.61% 109% 132 8.33% 3
Capital City Trust
3030
Capital City Trust
Florida
$245M -$11M -4% 5.9% 98.5% 104 11.54% 3.4
Roble Belko & Company
3031
Roble Belko & Company
Pennsylvania
$245M +$19.1M +8% 4.07% 53.3% 339 14.75% 1.7
CPH
3032
C Partners Holding
Switzerland
$245M -$103M -30% 6.33% 25.6% 257 94.94% 0.1
Northwest Bancshares
3033
Northwest Bancshares
Pennsylvania
$245M – – 5.62% 84.8% 140 – 0
BCWM LLC
3034
BCWM LLC
Kansas
$245M +$6.32M +3% 4.17% – 71 8.45% 2.5
SA
3035
Strategic Advisors
New York
$245M +$14.1M +6% 6.38% 106% 153 17.65% 2.6
Franklin, Parlapiano, Turner & Welch
3036
Franklin, Parlapiano, Turner & Welch
Texas
$244M +$11.3M +5% 4.08% 41.6% 47 6.38% 3.9
Legacy Financial Advisors
3037
Legacy Financial Advisors
Kentucky
$244M – – 4.68% 86.3% 888 – 0
GCM
3038
Grisanti Capital Management
New York
$243M +$93K +0% 4.38% 17.9% 84 32.14% 1.6
Cutter & Co Brokerage
3039
Cutter & Co Brokerage
Missouri
$243M -$8.95M -4% 6.39% 40.4% 293 23.55% 2.1
Bank of Stockton
3040
Bank of Stockton
California
$243M +$24M +11% 5.83% 99.2% 121 18.18% 3
WCMN
3041
Westchester Capital Management (Nebraska)
Nebraska
$243M +$9.8M +4% 9.32% 121% 36 0% 3.5
QCMA
3042
Quad Capital Management Advisors
New York
$243M -$245M -50% 1.76% – 166 90.36% 0
LCM
3043
Lafitte Capital Management
Texas
$243M +$62.7M +35% 20.7% 55.2% 16 37.5% 1.7
MJP
3044
Michael J. Puzo
$243M +$50.5M +26% 5.11% 90.3% 83 13.25% 3.4
DIM
3045
DC Investments Management
Virginia
$243M – – 4.14% 56.3% 307 – 0
Court Place Advisors
3046
Court Place Advisors
Maryland
$242M +$17.7M +8% 8.06% 92% 174 7.47% 2.9
YRHAM
3047
Yong Rong (HK) Asset Management
Hong Kong
$242M – – 5.22% 2,310% 12 – 0
Capital Investment Counsel Inc
3048
Capital Investment Counsel Inc
North Carolina
$242M +$11.4M +5% 9.63% 174% 152 5.26% 3.3
Trust Company
3049
Trust Company
Kansas
$242M +$60.4M +33% 4.11% 40.6% 389 24.68% 1.8
NAMP
3050
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$242M +$13.9M +6% 7.32% 90.2% 110 6.36% 3.3