We are live on ! Find out more

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
EWM
3426
Evermay Wealth Management
Virginia
$93.9M +$21.9M +30% 1.29% 51% 69 39.13%
OFS
3427
Orrstown Financial Services
Pennsylvania
$93.6M -$2.45M -3% 1.21% 215 11.16%
SC
3428
Scholtz & Company
Connecticut
$93.3M 4.76% 82.6% 79
TTSTC
3429
Texas Treasury Safekeeping Trust Company
Texas
$92.9M -$43M -32% 4.08% 27.3% 5 20%
FUBT
3430
First United Bank & Trust
Maryland
$92.8M +$2.54M +3% 0.55% 69.2% 84 8.33%
TCM
3431
Talara Capital Management
New Jersey
$92.8M -$7.5M -7% 5.68% 17.4% 25 40%
WI
3432
Wedgewood Investors
Pennsylvania
$92.7M +$3.21M +4% 0.38% 127 7.09%
PIP
3433
Palisades Investment Partners
California
$92.3M +$1.85M +2% 5.49% 88 26.14%
PMFA
3434
Plante Moran Financial Advisors
Michigan
$91.9M -$85.9M -48% 1.73% 50.3% 766 27.15%
MCWS
3435
McKinley Carter Wealth Services
West Virginia
$91.8M -$10.9M -11% 1.94% 46.8% 124 29.03%
EM
3436
Excalibur Management
Massachusetts
$91.3M -$396K -0.4% 1.75% 68.9% 61 4.92%
SM
3437
Southport Management
Wyoming
$91.2M +$4.3M +5% 7.15% 107% 46 43.48%
RTS
3438
Round Table Services
New Jersey
$90.9M -$4.51M -5% 1.13% 16.1% 51 13.73%
HMC
3439
Harbert Management Corporation
Alabama
$90.7M -$29.7M -25% 0.02% 30 50%
VAM
3440
Vermillion Asset Management
New York
$90.3M +$46.5M +106% 4.78% 54 92.59%
CCPM
3441
Cooper Creek Partners Management
New York
$90.1M -$3.33M -4% 2.24% 56.1% 49 65.31%
CCC
3442
Cincinnati Casualty Company
Ohio
$90.1M +$706K +0.8% 2.63% 50.5% 23 0%
KCAM
3443
Kildonan Castle Asset Management
New York
$90M +$80.2M +820% 5.13% 8 62.5%
PC
3444
Permanens Capital
New York
$89.6M -$18.6M -17% 0.84% 74.7% 11 45.45%
MSS
3445
Mitchell Sinkler & Starr
Pennsylvania
$89.4M +$394K +0.4% 0.5% 72.2% 92 14.13%
BCM
3446
Brightfield Capital Management
New York
$89.3M +$17.2M +24% 2.98% 44 27.27%
TIA
3447
Tiemann Investment Advisors
California
$89.1M +$4.67M +6% 2.1% 64.1% 144 6.94%
SCM
3448
Stellar Capital Management
Arizona
$89.1M -$4.43M -5% 1.15% 23.4% 78 16.67%
WA
3449
WealthTrust-Arizona
Arizona
$88.6M +$2.67M +3% 2.03% 20.2% 755 16.29%
RU
3450
RobecoSam USA
New York
$88M -$4.62M -5% 3.29% 50.1% 80 35%