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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
CSA
3601
Cottage Street Advisors
Massachusetts
$176M +$6.26M +4% 5.73% 91.4% 98 10.2%
NR
3602
Newfound Research
Massachusetts
$176M -$651K -0.4% 3.65% 54.6% 235 10.21%
OLA
3603
Oliver Luxxe Assets
New Jersey
$176M +$18.8M +12% 8.4% 137% 126 47.62%
CCM
3604
Canal Capital Management
Virginia
$176M -$3.07M -2% 5.13% 67.8% 127 11.81%
FC
3605
Financial Consulate
Maryland
$176M -$21.6M -11% 4.64% 53.3% 122 7.38%
FNBOH
3606
First National Bank of Hutchinson
Kansas
$176M +$15.9M +10% 6.6% 121% 87 18.39%
CIA
3607
CSat Investment Advisory
Michigan
$176M -$12.1M -6% 10.3% 87.4% 560 2.86%
PSC
3608
Prentiss Smith & Co
Vermont
$175M +$10.3M +6% 7.05% 63.9% 283 13.43%
WP
3609
WealthShield Partners
North Carolina
$175M +$11.2M +7% 3.51% 71% 283 18.37%
RCF
3610
Rainwater Charitable Foundation
Texas
$175M +$61.1M +54% 4.83% 40.2% 1 0%
BWAM
3611
Boyd Watterson Asset Management
Ohio
$175M +$736K +0.4% 7.16% 101% 132 7.58%
PFM
3612
Premier Fund Managers
United Kingdom
$175M +$8.24M +5% 3.43% 56.6% 51 23.53%
IRC
3613
Investors Research Corp
Georgia
$175M +$2.5M +1% 3.04% 57.2% 352 7.67%
CB
3614
CNB Bank
Pennsylvania
$175M +$3.09M +2% 3.85% 91.6% 302 5.96%
SCI
3615
SkyBridge Capital II
New York
$175M -$10.5M -6% 2.06% 30 0%
RGC
3616
Roberts, Glore & Co
Illinois
$175M +$10.8M +7% 7.77% 72.3% 156 5.77%
AMM
3617
American Money Management
California
$175M +$9.52M +6% 7.22% 65% 80 10%
JSL
3618
JT Stratford LLC
Georgia
$174M +$11.9M +7% 8.22% 103% 114 12.28%
SHIM
3619
Stone House Investment Management
Pennsylvania
$174M +$17.3M +11% 3.46% 53.1% 60 38.33%
BIA
3620
BMT Investment Advisors
Pennsylvania
$174M +$17.5M +11% 8% 80 2.5%
EHWM
3621
Eads & Heald Wealth Management
Georgia
$174M +$11.9M +7% 9.33% 84.4% 131 6.87%
SFPIA
3622
Stevens First Principles Investment Advisors
California
$174M +$8.19M +5% 4.79% 44% 175 12.57%
CFD
3623
Creative Financial Designs
Indiana
$174M +$3.67M +2% 4.75% 56.2% 870 19.2%
PA
3624
Perennial Advisors
New York
$174M +$11.5M +7% 8.51% 213 4.69%
CMP
3625
Courage Miller Partners
Virginia
$174M +$5.17M +3% 2.52% 40.3% 67 2.99%