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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
PIA
3051
Peachtree Investment Advisors
Georgia
$150M -$212K -0.1% 1.75% 24.2% 404 67.33%
GP
3052
Girard Partners
Pennsylvania
$149M +$4.59M +3% 1.22% 25.7% 143 9.79%
SAM
3053
Solaris Asset Management
New York
$149M -$3.48M -2% 1.71% 74% 232 18.53%
MP
3054
Manifold Partners
California
$149M -$22.8M -13% 3.36% 24.9% 108 76.85%
DR
3055
Davis Rea
Ontario, Canada
$149M -$29.8M -17% 1.28% 45.7% 47 10.64%
CS
3056
Credential Securities
$149M -$1.83M -1% 3.54% 32.5% 209 7.18%
PC
3057
Peavine Capital
Nevada
$149M +$2.06M +1% 0.94% 27.7% 13 0%
FC
3058
Farley Capital
New York
$149M -$6.3M -4% 0.42% 105% 17 29.41%
CWM
3059
Cranbrook Wealth Management
Michigan
$149M -$1.48M -1% 3.14% 48.8% 161 5.59%
BRM
3060
Boston Research & Management
Massachusetts
$149M +$4.05M +3% 0.36% 53.8% 104 7.69%
NIC
3061
Northwest Investment Counselors
Oregon
$149M -$322K -0.2% 0.28% 32.4% 107 8.41%
SAMT
3062
Select Asset Management & Trust
Pennsylvania
$149M +$42.6M +40% 1.55% 68.4% 50 40%
FNF
3063
Fidelity National Financial
Florida
$148M +$4.04M +3% 3.15% 2.54% 18 11.11%
WRM
3064
Weybosset Research & Management
Rhode Island
$148M -$7.38M -5% 0.67% 73.4% 53 7.55%
RCM
3065
Riverpark Capital Management
New York
$148M -$5.39M -4% 2.3% 152% 49 10.2%
TWM
3066
Tanglewood Wealth Management
Texas
$148M +$45.4M +44% 4.65% 59.7% 5 0%
PFSC
3067
Peoples Financial Services Corp
Pennsylvania
$148M -$9.47M -6% 1.73% 93% 362 9.67%
GF
3068
Goodman Financial
Texas
$148M -$19.1M -11% 3.45% 52.5% 46 17.39%
EHWM
3069
Eads & Heald Wealth Management
Georgia
$148M -$2.76M -2% 0.82% 84.4% 127 7.87%
CWM
3070
Confluence Wealth Management
Oregon
$148M -$27.8M -16% 0.81% 31.9% 133 40.6%
LWM
3071
Lenox Wealth Management
Ohio
$148M +$2.06M +1% 2.27% 24.7% 168 5.36%
ECM
3072
EagleClaw Capital Management
Massachusetts
$147M +$7K +0% 0% 104% 108 11.11%
GIM
3073
Greenwich Investment Management
Connecticut
$147M -$6.41M -4% 4.94% 45 17.78%
CPA
3074
Court Place Advisors
Maryland
$147M +$2.41M +2% 0.55% 92% 129 6.98%
SI
3075
Shaker Investments
Ohio
$147M -$7.37M -5% 1.71% 205% 66 21.21%