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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
PSP
3151
Principal Street Partners
Tennessee
$613M +$19.8M +3% 3.16% 73% 262 12.98%
1SAMC
3152
12th Street Asset Management Company
Tennessee
$611M +$4.52M +0.7% 5.62% 81.3% 33 6.06%
DS
3153
Dudley & Shanley
Florida
$611M -$11M -2% 0.39% 57% 37 10.81%
VV
3154
Verbena Value
Connecticut
$611M +$30.1M +5% 11.1% 33 42.42%
BSWM
3155
Boston Standard Wealth Management
Massachusetts
$611M +$5.03M +0.8% 1.63% 42.9% 56 8.93%
CIP
3156
Convergence Investment Partners
Florida
$611M +$108M +21% 8.34% 199% 289 34.95%
IA
3157
IFG Advisors
Missouri
$611M +$9.78M +2% 1.11% 71.6% 160 10.63%
FFWA
3158
FRG Family Wealth Advisors
Washington
$611M -$33.6M -5% 1.79% 76.4% 168 11.9%
CBB
3159
Citizens Business Bank
California
$610M +$5.01M +0.8% 0.23% 84.4% 141 9.22%
ACM
3160
Armbruster Capital Management
New York
$610M +$14.7M +2% 0.95% 64.3% 137 7.3%
PM
3161
Prosight Management
Texas
$610M +$126M +26% 1.14% 46.2% 54 44.44%
PL
3162
Pandi LLC
Kansas
$610M -$19.9M -3% 4.93% 4 50%
BFC
3163
Blue Fin Capital
Rhode Island
$610M -$35.2M -5% 4.7% 119% 155 4.52%
DCM
3164
DGS Capital Management
New Jersey
$609M +$24.7M +4% 0.28% 177% 709 34.84%
SAM
3165
Strategy Asset Managers
California
$609M +$1.08M +0.2% 2.45% 88.1% 292 23.29%
OWM
3166
Opes Wealth Management
California
$609M -$4.73M -0.8% 0.18% 54.1% 151 5.3%
FSC
3167
Fourth Sail Capital
Cayman Islands
$608M -$15M -2% 5.21% 38 55.26%
FCMC
3168
Founders Capital Management (Connecticut)
Connecticut
$608M -$65M -10% 4.69% 88.9% 79 6.33%
AAM
3169
Austin Asset Management
Texas
$608M -$392K -0.1% 0.37% 71.4% 87 14.94%
NFSG
3170
Newbridge Financial Services Group
Florida
$608M -$35.8M -6% 4.12% 115% 1,273 14.77%
KJHP
3171
K.J. Harrison & Partners
Ontario, Canada
$608M -$144M -19% 1.58% 122% 269 34.94%
MA
3172
MYDA Advisors
New York
$608M +$82.7M +16% 9.92% 189% 222 68.47%
MBT
3173
Montecito Bank & Trust
California
$607M -$19.9M -3% 0.45% 276 7.61%
EFG
3174
Everest Financial Group
Minnesota
$607M +$160M +36% 3.69% 202 57.43%
AFG
3175
Altiora Financial Group
Ohio
$607M +$26.9M +5% 0.05% 33.3% 112 15.18%