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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
HIG
3076
Heritage Investment Group
Florida
$744M +$83.6M +13% 12.1% 51.2% 138 13.04%
CFS
3077
Commonwealth Financial Services
West Virginia
$744M +$113M +18% 15.3% 58.2% 345 27.54%
HPM
3078
Helix Partners Management
New York
$744M +$370M +99% 28% 21 66.67%
RCG
3079
Regatta Capital Group
California
$744M +$82.9M +13% 12.3% 69.1% 239 16.74%
WDL
3080
Well Done LLC
Michigan
$743M +$62.6M +9% 13.1% 77% 219 17.81%
SAM
3081
Southernsun Asset Management
Tennessee
$743M +$52.9M +8% 15.4% 54.7% 31 6.45%
CG
3082
CFO4Life Group
Texas
$743M +$86.8M +13% 14.8% 56.7% 245 17.55%
WIC
3083
Wilkins Investment Counsel
Massachusetts
$742M +$43.8M +6% 9.17% 56.2% 122 4.92%
TWM
3084
Tolleson Wealth Management
Texas
$742M +$56.9M +8% 11% 56.2% 99 10.1%
NC
3085
Northcape Capital
Australia
$742M -$125M -14% 1.41% 8 0%
CPC
3086
Consolidated Planning Corp
Georgia
$742M +$125M +20% 13.3% 82.3% 165 16.36%
SIC
3087
SFE Investment Counsel
California
$742M +$107M +17% 24.7% 105% 158 13.29%
LGA
3088
Lebenthal Global Advisors
New York
$741M +$53.7M +8% 15.3% 50.8% 222 21.62%
TIP
3089
Torray Investment Partners
Maryland
$741M +$59.6M +9% 11.4% 82.4% 94 9.57%
NCA
3090
Newbrook Capital Advisors
New York
$741M +$180M +32% 37.2% 299% 22 63.64%
TPM
3091
Triasima Portfolio Management
Quebec, Canada
$740M +$78.9M +12% 23.5% 210% 156 30.77%
BPC
3092
Bearing Point Capital
Minnesota
$740M +$102M +16% 18.1% 208 22.6%
CC
3093
Copos Capital
$740M 27.1% 42
ECM
3094
Estabrook Capital Management
New York
$739M +$53.4M +8% 12.9% 87.2% 392 15.31%
EFG
3095
Everest Financial Group
Minnesota
$738M +$131M +22% 35.3% 221 15.84%
BIM
3096
Barton Investment Management
Pennsylvania
$738M -$59.1M -7% 0.9% 80.3% 61 13.11%
LIA
3097
LS Investment Advisors
Michigan
$738M +$69.6M +10% 14.7% 85.7% 137 15.33%
HIM
3098
Herald Investment Management
United Kingdom
$737M +$19.7M +3% 84.6% 493% 97 5.15%
GIC
3099
GFI Investment Counsel
Ontario, Canada
$737M +$5.78M +0.8% 5.97% 41.8% 31 25.81%
KCP
3100
Kingsway Capital Partners
$736M 30.6% 5