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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
TSWM
3151
Triangle Securities Wealth Management
North Carolina
$153M +$4.07M +3% 3.05% 80% 149 28.86%
JAM
3152
JW Asset Management
Florida
$153M -$115M -43% 22% 126% 47 23.4%
SAM
3153
Summit Asset Management
Tennessee
$153M +$5.42M +4% 1.69% 43.3% 93 8.6%
LBC
3154
Lawrence B. Cohen
$153M +$5.6M +4% 4.19% 41.8% 72 2.78%
IIM
3155
Ironwood Investment Management
Massachusetts
$153M -$89.7M -37% 2.72% 149% 176 13.07%
RA
3156
Rational Advisors
New York
$153M 7.1% 37.7% 208
SC
3157
Schulhoff & Co
Ohio
$152M +$4.82M +3% 3.62% 42.7% 104 5.77%
SIA
3158
Starfire Investment Advisers
Michigan
$152M +$6.58M +5% 1.7% 19.2% 137 8.03%
VHMC
3159
Value Holdings Management Company
New York
$152M +$14.9M +11% 10.4% 112% 40 15%
VAS
3160
Valicenti Advisory Services
New York
$152M +$4.02M +3% 1.56% 119% 51 7.84%
VMI
3161
VHCP Management II
New York
$152M +$30.3M +25% 12.8% 2,334% 22 31.82%
GECH
3162
Garnet Equity Capital Holdings
New York
$152M +$64.4M +73% 1.4% 230% 27 44.44%
NCM
3163
Neumann Capital Management
California
$152M +$8.04M +6% 2.21% 79.4% 78 2.56%
FNB
3164
Farmers National Bank
Kentucky
$152M +$13.7M +10% 5.27% 106 10.38%
KCPG
3165
Kavar Capital Partners Group
Kansas
$151M -$4.41M -3% 1.83% 77.2% 518 80.89%
VST
3166
Van Strum & Towne
California
$151M -$3.32M -2% 1.45% 50.9% 77 11.69%
FA
3167
Fagan Associates
New York
$151M +$387K +0.3% 0.76% 87.7% 98 17.35%
KM
3168
Kora Management
New York
$151M -$1.02M -0.7% 13.7% 197% 7 42.86%
IR
3169
IAT Reinsurance
New York
$151M +$728K +0.5% 1.15% 22.4% 121 9.09%
ST
3170
Somerset Trust
Pennsylvania
$151M -$1.36M -0.9% 3.56% 69.7% 159 11.95%
MJP
3171
Michael J. Puzo
$151M +$7.56M +5% 2.57% 60.3% 81 9.88%
WCA
3172
Whetstone Capital Advisors
Kansas
$151M -$84.7M -36% 19.2% 201% 28 42.86%
NFGCM
3173
Norman Fields Gottscho Capital Management
New York
$150M +$9.4M +7% 1.52% 94% 78 24.36%
CZPM
3174
Capital Z Partners Management
New York
$150M +$350K +0.2% 0.32% 48.2% 4 0%
EDRIA
3175
Edmonds Duncan Registered Investment Advisors
Kansas
$150M +$4.61M +3% 1.58% 12.8% 99 6.06%