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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
TCM
3101
Tradewinds Capital Management
Washington
$239M +$15.5M +7% 3.91% 85.2% 718 12.26%
DBIA
3102
Dumont & Blake Investment Advisors
New Jersey
$238M +$3.91M +2% 2.47% 78.3% 202 10.89%
CFG
3103
CNO Financial Group
Indiana
$238M -$121M -34% 1.24% 22 31.82%
SP
3104
Symmetry Partners
Connecticut
$238M +$3.06M +1% 0.2% 58.5% 36 11.11%
NSRI
3105
New Silk Road Investment
Singapore
$238M +$24.5M +11% 1.3% 21.2% 10 50%
NB
3106
Nicolet Bankshares
Wisconsin
$238M +$2.88M +1% 2.49% 75.5% 194 7.73%
CL
3107
Chubb Ltd
Switzerland
$238M +$7.99M +3% 3.68% 64.2% 21 4.76%
PCIA
3108
Prime Capital Investment Advisors
Kansas
$238M +$96.7M +68% 0.78% 71.3% 386 46.63%
IWP
3109
Icon Wealth Partners
Texas
$238M +$51.3M +27% 4.21% 841 70.27%
CMO
3110
Covenant Multifamily Offices
Texas
$238M +$71M +43% 0.57% 38.3% 52 23.08%
CCM
3111
Cutler Capital Management
Massachusetts
$237M -$9.71M -4% 3.03% 39.7% 103 16.5%
FC
3112
Ferris Capital
Massachusetts
$237M -$10.4M -4% 2.83% 67% 730 7.81%
OCM
3113
Oakwood Capital Management
California
$237M +$3.02M +1% 3.57% 72.7% 48 6.25%
VCM
3114
Versant Capital Management
Arizona
$237M -$4.87M -2% 0.67% 82.4% 1,754 4.45%
RGIA
3115
Rainier Group Investment Advisory
Washington
$237M +$18.6M +9% 2.46% 41.4% 47 23.4%
HH
3116
HSG Holding
Hong Kong
$237M -$101M -30% 6.44% 2.73% 6 33.33%
PHAM
3117
Portland Hill Asset Management
United Kingdom
$237M +$9.02M +4% 4.74% 30.2% 21 4.76%
NB
3118
Northwest Bancshares
Pennsylvania
$237M -$6.41M -3% 0.27% 84.8% 153 9.15%
WIM
3119
Wittenberg Investment Management
Massachusetts
$237M +$4.63M +2% 4.21% 89.9% 83 9.64%
GMA
3120
Goldstein Munger & Associates
California
$237M +$4.62M +2% 1.76% 11.9% 36 2.78%
IVM
3121
InterWest Venture Management
California
$237M -$617K -0.3% 5.38% 57.6% 12 8.33%
SCM
3122
Schnieders Capital Management
California
$237M +$4.79M +2% 3.69% 103% 157 7.64%
HA
3123
Harfst & Associates
Wyoming
$237M -$8.43M -3% 1.45% 82.5% 86 12.79%
CCM
3124
Compton Capital Management
Rhode Island
$236M +$546K +0.2% 2.08% 75.6% 156 10.26%
MJP
3125
Michael J. Puzo
$236M +$1.42M +0.6% 2.66% 90.3% 79 2.53%