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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
MAP
3026
Moody Aldrich Partners
Massachusetts
$540M -$9.94M -2% 6.93% 336% 222 25.23%
NC
3027
NBW Capital
Massachusetts
$540M +$9.25M +2% 6.05% 86% 110 23.64%
WAM
3028
Wilsey Asset Management
California
$539M -$5.84M -1% 2.95% 55% 24 12.5%
IVAV
3029
Index Venture Associates VI
Jersey
$539M -$139M -20% 59.1% 269% 1 0%
SPA
3030
Sentinel Pension Advisors
Massachusetts
$539M +$20M +4% 0.99% 46.5% 117 11.11%
DSC
3031
Duncker Streett & Co
Missouri
$539M -$9.38M -2% 2.46% 90.9% 559 17.89%
MGIA
3032
Matthew Goff Investment Advisor
Texas
$538M +$12.5M +2% 0.12% 79.9% 103 2.91%
RSVP
3033
Ramsay Stattman Vela & Price
Colorado
$538M -$260K -0% 1.44% 54.6% 77 3.9%
FGA
3034
Fortis Group Advisors
New Jersey
$537M -$3.96M -0.7% 4.61% 91.2% 527 10.63%
CCM
3035
Coerente Capital Management
Ontario, Canada
$536M -$95.2K -0% 1.9% 40% 46 8.7%
FTC
3036
Farmers Trust Company
Ohio
$536M -$554K -0.1% 2.55% 73.5% 198 8.08%
HIG
3037
Heritage Investment Group
Florida
$536M +$10.1M +2% 0.77% 51.2% 114 17.54%
FA
3038
Fermata Advisors
California
$536M +$43M +9% 0.71% 49.3% 290 23.1%
BCM
3039
Bourgeon Capital Management
Connecticut
$536M +$15.7M +3% 2.76% 117% 130 28.46%
CAM
3040
Clark Asset Management
New Hampshire
$535M +$69.7M +15% 1.36% 45.5% 147 23.13%
BIA
3041
Bell Investment Advisors
California
$535M -$10M -2% 2.61% 31.2% 1,975 8.61%
KWM
3042
KFG Wealth Management
Indiana
$535M +$75M +16% 0.12% 50.4% 190 8.95%
CBB
3043
Citizens Business Bank
California
$535M +$39.4M +8% 5.22% 84.4% 113 11.5%
MPW
3044
MA Private Wealth
California
$535M -$64.9K -0% 1.09% 57.5% 74 6.76%
PGAM
3045
Princeton Global Asset Management
New Jersey
$535M +$20.6M +4% 3.61% 104% 697 10.47%
GWI
3046
Grace & White Inc
New York
$535M -$19.1M -3% 1.12% 61.5% 141 9.22%
CI
3047
CacheTech Inc
Utah
$533M +$67.3M +14% 1.48% 133 23.31%
CIG
3048
Capricorn Investment Group
California
$533M +$126M +31% 48.5% 226% 8 12.5%
CFP
3049
Catalyst Financial Partners
Massachusetts
$532M +$20.7M +4% 0.76% 98.6% 283 7.07%
TLA
3050
Tree Line Advisors
Hong Kong
$532M +$101M +24% 14.7% 277% 9 22.22%