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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
AIC
3351
Argus Investors Counsel
New York
$207M -$1.55M -0.7% 0.13% 92.3% 74 13.51%
CCFM
3352
Clear Creek Financial Management
Washington
$206M -$27M -12% 0.31% 81% 166 31.93%
PFM
3353
Premier Fund Managers
United Kingdom
$206M -$12.2M -6% 2.56% 56.6% 46 15.22%
IPGDR
3354
Investidor Profissional Gestao de Recursos
Brazil
$206M +$27.8M +16% 0.41% 48.1% 22 36.36%
FSA
3355
Financial Sense Advisors
California
$206M -$20.9M -9% 2.23% 149% 88 38.64%
AO
3356
Allen Operations
New York
$206M -$49.7M -19% 5.11% 221% 33 12.12%
IRM
3357
Income Research & Management
Massachusetts
$206M -$45.1M -18% 0% 0.7% 21 23.81%
AIC
3358
Aurora Investment Counsel
Georgia
$206M -$3.42M -2% 0.44% 23.4% 141 24.11%
PCM
3359
Princeton Capital Management
New Jersey
$206M +$820K +0.4% 2.41% 148% 259 5.79%
SAM
3360
Serengeti Asset Management
New York
$206M -$171M -45% 1.96% 14.9% 30 33.33%
EBT
3361
Enterprise Bank & Trust
Massachusetts
$206M +$11.6M +6% 1.53% 65.9% 94 13.83%
OPTFSNA
3362
Old Point Trust & Financial Services N A
Virginia
$206M +$9.21M +5% 3.22% 67.6% 70 2.86%
EGI
3363
EAM Global Investors
California
$205M -$29.7M -13% 13.8% 2,492% 168 58.93%
EWF
3364
Epstein & White Financial
California
$205M +$17.4M +9% 1.43% 51% 84 21.43%
MC
3365
Muhlenkamp & Co
Pennsylvania
$205M -$553K -0.3% 2.26% 121% 36 13.89%
ACM
3366
Ativo Capital Management
Illinois
$205M -$16.7M -8% 0.23% 57.9% 117 18.8%
FSWA
3367
Financial Synergies Wealth Advisors
Texas
$205M +$5.82M +3% 1.15% 72.3% 30 10%
BWM
3368
Biltmore Wealth Management
Arizona
$205M +$5.11M +3% 0.85% 55.6% 51 9.8%
PWA
3369
Physician Wealth Advisors
Utah
$205M 0.51% 71.3% 107
5L
3370
55I LLC
Massachusetts
$205M +$27M +15% 0.47% 10.2% 135 25.93%
DI
3371
Diligent Investors
California
$205M +$3.52M +2% 1.92% 71.9% 226 7.52%
WA
3372
Winfield Associates
Ohio
$205M +$11.6M +6% 1.6% 77.8% 152 21.05%
SCM
3373
Stanley Capital Management
Texas
$205M -$3.2M -2% 0.32% 101% 35 14.29%
TSWM
3374
Triangle Securities Wealth Management
North Carolina
$205M +$7.68M +4% 2.03% 80% 159 10.06%
PCFFS
3375
Pacific Center for Financial Services
California
$204M +$9.2M +5% 1.53% 43.4% 353 8.22%