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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
TPC
3401
Tiger Pacific Capital
New York
$194M -$65M -25% 16% 69.6% 15 46.67%
CCM
3402
Crossvault Capital Management
Texas
$194M +$6.29M +3% 9.99% 56.4% 65 3.08%
TFCP
3403
Twin Focus Capital Partners
Massachusetts
$194M -$1.67M -0.9% 2.44% 72.5% 111 6.31%
CIC
3404
Chase Investment Counsel
Virginia
$194M +$7.81M +4% 11.4% 262% 108 37.96%
BCM
3405
Bourgeon Capital Management
Connecticut
$194M +$7.97M +4% 7.57% 117% 77 7.79%
PHAM
3406
Palisades Hudson Asset Management
Florida
$194M +$8.09M +4% 5.48% 53.9% 114 4.39%
OPTFSNA
3407
Old Point Trust & Financial Services N A
Virginia
$194M +$11.2M +6% 6.63% 67.6% 72 2.78%
PFP
3408
Patriot Financial Partners
Pennsylvania
$194M -$6.08M -3% 1.06% 16.6% 10 20%
AC
3409
Athanor Capital
New York
$193M -$58.8M -23% 7.36% 171% 63 66.67%
CA
3410
CastleArk Alternatives
Illinois
$193M +$6.81M +4% 5.11% 46 13.04%
CWM
3411
Confluence Wealth Management
Oregon
$193M +$4.09M +2% 5.13% 31.9% 125 9.6%
BHA
3412
Beech Hill Advisors
New York
$193M +$14.3M +8% 5.48% 79.3% 82 21.95%
TCM
3413
Talara Capital Management
New Jersey
$193M +$12.9M +7% 0.56% 17.4% 17 5.88%
AIM
3414
AMI Investment Management
Indiana
$193M +$3.67M +2% 5.94% 47.9% 65 10.77%
GCA
3415
GSI Capital Advisors
California
$192M +$892K +0.5% 0.15% 25.4% 36 41.67%
SC
3416
Spitfire Capital
California
$192M -$15.5M -7% 0.66% 25.9% 19 5.26%
ACM
3417
Ailanthus Capital Management
New York
$192M -$12.7M -6% 4.03% 20 55%
CCC
3418
Chelsea Counsel Company
California
$192M +$23.9M +14% 8.72% 94.6% 80 10%
CCM
3419
Crestwood Capital Management
New York
$192M +$6.4M +3% 7.47% 129% 27 25.93%
KA
3420
Kaizen Advisory
Illinois
$192M -$5.2M -3% 6.11% 633 18.48%
LK
3421
Lumbard & Kellner
New Hampshire
$192M +$20.6M +12% 4.83% 105% 85 10.59%
LCM
3422
Liberty Capital Management
Michigan
$191M +$20.5M +12% 8.4% 115 14.78%
BCM
3423
Blume Capital Management
California
$191M +$8.08M +4% 6.62% 75% 206 7.77%
HIS
3424
Horizon Investment Services
Indiana
$191M -$9.82M -5% 6.04% 168% 113 30.97%
SHJ
3425
Sharkey, Howes & Javer
Colorado
$191M +$11M +6% 4.53% 54.6% 239 8.79%