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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
WIM
3401
Westside Investment Management
California
$182M -$2.57M -1% 0.3% 114% 874 11.21%
BM
3402
Brandywine Managers
Delaware
$182M -$174M -49% 6.14% 53.1% 38 18.42%
BHTS
3403
Bar Harbor Trust Services
Maine
$182M -$8.18M -4% 0% 86.4% 81 9.88%
FA
3404
Fortis Advisors
Pennsylvania
$181M +$18.4M +11% 2.38% 48.4% 335 22.09%
MC
3405
Miles Capital
Iowa
$181M +$8.69M +5% 0.94% 15.4% 236 29.66%
NRC
3406
North Run Capital
Massachusetts
$181M +$17.1M +10% 5.04% 19.4% 21 42.86%
KDA
3407
KPCB DGF Associates
California
$181M +$43.1M +31% 33.8% 3 0%
CPA
3408
Cowen Prime Advisors
New York
$180M -$24.9M -12% 6.09% 116% 213 14.55%
BRA
3409
Bender Robert & Associates
California
$180M -$424K -0.2% 5.87% 98.1% 53 15.09%
KFGK
3410
Keystone Financial Group (Kentucky)
Kentucky
$180M +$19.1M +12% 0.84% 86.6% 178 35.96%
PC
3411
Permit Capital
Pennsylvania
$180M -$5.87M -3% 0.35% 76% 28 10.71%
BM
3412
Bislett Management
California
$180M +$7.66M +4% 4.49% 6.92% 25 20%
SCPM
3413
Social Capital PEP Management
California
$180M +$19.4M +12% 14.8% 16 25%
BCM
3414
Blume Capital Management
California
$180M -$15.6M -8% 4.23% 96.9% 241 10.37%
KFP
3415
Keystone Financial Planning
Ohio
$179M -$8.05M -4% 5.88% 34.1% 48 8.33%
JWS
3416
Juncture Wealth Strategies
Arizona
$179M +$1.43M +0.8% 2.31% 71.5% 92 9.78%
FIM
3417
Fernwood Investment Management
Massachusetts
$179M -$7.75M -4% 1.45% 83.4% 157 12.74%
CIAS
3418
Capital Investment Advisory Services
North Carolina
$179M +$8.79M +5% 1.54% 69.3% 217 26.73%
NFG
3419
Noven Financial Group
Colorado
$179M +$5.82M +3% 0.24% 45.1% 37 24.32%
S
3420
SimplyRich
California
$179M +$201K +0.1% 0.3% 71.7% 182 16.48%
PFO
3421
Pathstone Family Office
New Jersey
$179M -$1.68M -0.9% 0.12% 39.3% 394 62.69%
PAM
3422
PVG Asset Management
Colorado
$179M -$39.9M -18% 5.99% 114 50%
DCM
3423
Dimension Capital Management
Florida
$179M +$19.8M +12% 1.4% 59.4% 92 20.65%
FCM
3424
Firsthand Capital Management
California
$179M +$43M +32% 13.1% 154% 54 16.67%
GAM
3425
Garrison Asset Management
Arkansas
$179M -$12.5M -7% 0.56% 52.1% 105 8.57%