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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
PTB
3301
Pioneer Trust Bank
Oregon
$176M +$6.02M +4% 4.86% 61.4% 70 1.43%
MGB
3302
Mass General Brigham
Massachusetts
$176M +$696K +0.4% 0.4% 1 0%
HPIA
3303
Hamilton Point Investment Advisors
North Carolina
$176M +$13.8M +8% 6.83% 79.3% 74 5.41%
TSS
3304
Thomas Story & Son
Indiana
$176M +$9.21M +6% 4.22% 91.8% 52 7.69%
RO
3305
Reservoir Operations
New York
$176M +$86.8M +98% 11.9% 12% 22 13.64%
BC
3306
Bodenholm Capital
Sweden
$175M +$12.8M +8% 13.7% 86% 10 60%
CIG
3307
Consolidated Investment Group
Colorado
$175M +$15.9M +10% 7.65% 140% 53 13.21%
DM
3308
Delphi Management
Massachusetts
$175M +$4.04M +2% 7.18% 111% 102 25.49%
AWW
3309
Alan W. Weber
$175M +$9.72M +6% 8.87% 192% 65 7.69%
EML
3310
Eos Management LP
New York
$175M -$12.8M -7% 4.75% 152% 23 13.04%
JWM
3311
Janiczek Wealth Management
Colorado
$175M -$49.2M -22% 4.16% 16.4% 58 53.45%
HIM
3312
HughesLittle Investment Management
$175M +$5.54M +3% 11.6% 106% 19 0%
AACA
3313
American Assets Capital Advisers
California
$175M +$22.6M +15% 6.96% 73.5% 34 8.82%
DVM
3314
Dreman Value Management
Florida
$175M -$3.76M -2% 4.14% 36.6% 451 47.45%
BPV
3315
Battery Partners VIII
Massachusetts
$174M +$2.68M +2% 1.56% 1 0%
HT
3316
Hefren-Tillotson
Pennsylvania
$174M +$11.4M +7% 4.19% 40% 24 4.17%
CA
3317
Corrado Advisors
New Jersey
$174M +$12.5M +8% 4.5% 64% 125 28%
LCM
3318
Lionstone Capital Management
New York
$174M +$2.31M +1% 10.3% 74.1% 13 7.69%
BHA
3319
Beech Hill Advisors
New York
$174M +$6.57M +4% 6.19% 105% 94 26.6%
UAM
3320
UAS Asset Management
New York
$174M +$4.74M +3% 6.57% 98% 32 34.38%
AWMG
3321
Alliance Wealth Management Group
New Jersey
$173M +$37M +27% 3.22% 67 47.76%
CFA
3322
Cahill Financial Advisors
Minnesota
$173M +$8.88M +5% 4.96% 55.9% 134 8.96%
PCA
3323
Peddock Capital Advisors
Massachusetts
$173M +$2.38M +1% 0.92% 104% 252 13.49%
MFS
3324
Monetta Financial Services
Illinois
$173M +$10.6M +7% 8.69% 275% 71 35.21%
SAM
3325
Summit Asset Management
Tennessee
$173M +$12.9M +8% 4.18% 48.9% 105 8.57%