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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
DSN
3551
D. Scott Neal
Kentucky
$191M +$7.94M +4% 6.18% 105% 33 18.18%
TPMI
3552
Tilden Park Management I
New York
$191M -$1.11B -85% 4.68% 29.6% 19 73.68%
TSWM
3553
Triangle Securities Wealth Management
North Carolina
$191M +$21.5M +13% 12.6% 80% 148 9.46%
CC
3554
Claybrook Capital
Massachusetts
$191M -$166M -46% 12.6% 7.15% 810 95.31%
NFG
3555
Noven Financial Group
Colorado
$191M +$84.9M +80% 13.4% 45.1% 40 35%
OPA
3556
Old Port Advisors
Maine
$191M +$12.1M +7% 12.5% 106% 180 5%
FA
3557
Fortis Advisors
Pennsylvania
$191M +$25.6M +16% 12.3% 72.8% 351 19.37%
BCM
3558
Blume Capital Management
California
$190M +$15.4M +9% 12.7% 96.9% 242 11.98%
BFC
3559
Blue Fin Capital
Rhode Island
$190M +$23M +14% 15% 125% 131 8.4%
TSS
3560
Thomas Story & Son
Indiana
$190M +$26.2M +16% 15.2% 91.8% 58 13.79%
CAM
3561
Covenant Asset Management
New Jersey
$190M -$8.15M -4% 17.8% 158% 157 26.75%
NFGCM
3562
Norman Fields Gottscho Capital Management
New York
$190M +$19.7M +12% 11.9% 94% 80 23.75%
HCM
3563
HGI Capital Management
New York
$190M +$73.2M +63% 17.5% 47% 71 52.11%
ST
3564
Somerset Trust
Pennsylvania
$190M +$18.1M +11% 12.7% 69.7% 190 11.58%
RWA
3565
Redhawk Wealth Advisors
Minnesota
$190M +$23.4M +14% 11.6% 111% 135 26.67%
LJHT
3566
Laurie J. Hall Trustee
$190M +$8.45M +5% 14.6% 96% 345 5.22%
AIM
3567
AMI Investment Management
Indiana
$190M +$20.3M +12% 9.73% 47.9% 67 10.45%
KLI
3568
Kelman-Lazarov Inc
Tennessee
$190M +$28.9M +18% 11.1% 46.6% 98 11.22%
CCM
3569
Cribstone Capital Management
Maine
$190M -$6.55M -3% 10.2% 22.4% 741 12.82%
MGI
3570
MayTech Global Investments
New York
$189M +$33.7M +22% 19.3% 158% 47 4.26%
PPP
3571
Private Portfolio Partners
New Jersey
$189M +$27.2M +17% 12.1% 16.9% 200 15%
IC
3572
Inscription Capital
Texas
$189M +$9.52M +5% 13.3% 302 19.21%
NO
3573
Ninety One
South Africa
$189M +$18.9M +11% 13% 193% 115 7.83%
GAM
3574
Garrison Asset Management
Arkansas
$189M +$19.6M +12% 12.6% 52.1% 104 4.81%
UIM
3575
Underhill Investment Management
California
$189M +$32.4M +21% 14.3% 59.8% 21 19.05%