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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
MC
3201
Mathes Company
New York
$219M +$6.22M +3% 8.74% 121% 149 7.38%
OFW
3202
Omnia Family Wealth
Florida
$218M +$12.3M +6% 4.35% 80.6% 669 13%
AFS
3203
Amtrust Financial Services
New York
$218M +$30.4M +16% 8.04% 53.8% 68 36.76%
ATFA
3204
All Terrain Financial Advisors
Minnesota
$218M 8.4% 71.1% 248
FAM
3205
Formidable Asset Management
Ohio
$217M -$19.6M -8% 6.5% 52.2% 232 59.05%
SCM
3206
Shah Capital Management
North Carolina
$217M +$18.3M +9% 25.7% 242% 15 26.67%
MFS
3207
McNamara Financial Services
Massachusetts
$217M +$9.24M +4% 3.63% 42.6% 39 15.38%
PFA
3208
Pinnacle Family Advisors
Missouri
$217M +$4.17M +2% 5.33% 85.8% 84 34.52%
GSBTD
3209
Glenview State Bank Trust Department
Illinois
$217M +$11.1M +5% 7.85% 76.6% 102 9.8%
PHAM
3210
Portland Hill Asset Management
United Kingdom
$217M +$15.1M +8% 8.74% 30.2% 20 5%
AIC
3211
Argus Investors Counsel
New York
$217M +$14.5M +7% 8.37% 124% 51 0%
FSA
3212
Financial Sense Advisors
California
$216M +$21.8M +11% 7.15% 152% 100 40%
MOS
3213
MGO One Seven
Ohio
$216M 5.55% 90.7% 1,854
SC
3214
Saybrook Capital
North Carolina
$216M +$12.7M +6% 7.37% 67.1% 54 9.26%
MA
3215
Marshwinds Advisory
Georgia
$216M +$678K +0.3% 4.6% 32.9% 141 8.51%
SP
3216
Symmetry Partners
Connecticut
$216M +$19.7M +10% 2.42% 58.5% 31 0%
UAM
3217
UAS Asset Management
New York
$216M +$10.1M +5% 9.87% 98% 31 38.71%
ITIM
3218
Indiana Trust & Investment Management
Indiana
$216M +$7.95M +4% 2.87% 104% 139 8.63%
KHCM
3219
Kettle Hill Capital Management
New York
$215M +$127M +143% 7.04% 37.4% 53 67.92%
GE
3220
General Electric
Ohio
$215M -$65.3M -23% 17.3% 47.5% 8 37.5%
NOCM
3221
Night Owl Capital Management
Connecticut
$215M +$7.7M +4% 7.28% 162% 26 7.69%
RPA
3222
Rock Point Advisors
Vermont
$215M -$69K -0% 2.74% 82.8% 79 8.86%
WCM
3223
Windsor Capital Management
Arizona
$215M +$16.8M +8% 2.79% 46.1% 119 15.13%
FPCP
3224
Fort Point Capital Partners
California
$215M +$5.8M +3% 5.78% 62.2% 171 39.77%
DAM
3225
Doheny Asset Management
California
$215M -$2.88M -1% 8.11% 135% 119 16.81%