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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
PAM
3051
Pagoda Asset Management
New York
$239M -$61M -20% 5.01% 35 71.43%
SMH
3052
Sanders Morris Harris
Texas
$239M +$2.03M +0.9% 1.14% 83.1% 160 27.5%
NIC
3053
Northwest Investment Counselors
Oregon
$239M -$9.42M -4% 1.14% 32.4% 147 6.8%
SQA
3054
Simon Quick Advisors
New Jersey
$239M +$14.6M +6% 0.95% 69.5% 469 39.02%
DWM
3055
Dynasty Wealth Management
Florida
$239M +$181M +312% 6.3% 104 33.65%
MGIA
3056
Matthew Goff Investment Advisor
Texas
$239M +$6.06M +3% 0.44% 79.9% 76 7.89%
MIM
3057
Montgomery Investment Management
Maryland
$238M -$8.19M -3% 1.95% 98.4% 97 9.28%
NAMP
3058
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$238M -$3.86M -2% 0.24% 73.1% 109 2.75%
WAMC
3059
Western Asset Management Company
California
$238M +$16.9M +8% 0.04% 2.29% 24 33.33%
TCM
3060
Thames Capital Management
New Jersey
$238M +$78.5M +49% 11.8% 1,177% 42 57.14%
X
3061
Xponance
Pennsylvania
$238M +$70.9M +43% 0.59% 144% 81 19.75%
IVM
3062
InterWest Venture Management
California
$237M -$55.1M -19% 10.8% 57.6% 11 0%
CAM
3063
Chou Associates Management
Ontario, Canada
$237M +$3.42M +1% 9.49% 66.4% 24 0%
RWA
3064
River Wealth Advisors
Pennsylvania
$237M -$3.3M -1% 1.57% 80.3% 167 5.99%
FAM
3065
Flaharty Asset Management
Florida
$237M +$9.06M +4% 0.99% 33.4% 102 21.57%
IIM
3066
Ipswich Investment Management
Massachusetts
$237M +$835K +0.4% 0.42% 92.8% 156 7.05%
WCMN
3067
Westchester Capital Management (Nebraska)
Nebraska
$237M -$6.12M -3% 2.03% 107% 36 8.33%
PP
3068
PagnatoKarp Partners
Virginia
$237M -$108M -31% 1.56% 2.06% 157 36.94%
CYG
3069
Clean Yield Group
Vermont
$237M -$15.8M -6% 2.86% 65% 141 14.89%
PRS
3070
Pinkerton Retirement Specialists
Idaho
$236M +$10.4M +5% 1.41% 82.9% 220 24.55%
AWM
3071
Altavista Wealth Management
North Carolina
$236M -$484K -0.2% 2.08% 80.6% 149 11.41%
CCM
3072
Compton Capital Management
Rhode Island
$236M +$1.6M +0.7% 0.3% 75.6% 158 10.76%
SP
3073
Symmetry Partners
Connecticut
$235M +$19.2M +9% 0.92% 58.5% 34 8.82%
NB
3074
Nicolet Bankshares
Wisconsin
$235M +$2.32M +1% 0.69% 75.5% 192 11.98%
AFG
3075
Arkansas Financial Group
Arkansas
$235M -$1.5M -0.6% 1.45% 39.1% 23 0%