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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
MIM
3826
Montgomery Investment Management
Maryland
$244M -$3.3M -1% 1.23% 98.4% 83 9.64%
AAMC
3827
Asset Allocation & Management Company
Illinois
$244M +$4.04M +2% 4.54% 53.8% 126 15.08%
GDS
3828
Gimbel Daniel Scott
$244M +$76K +0% 0.08% 57.1% 3 0%
PC
3829
PhiloSmith Capital
Connecticut
$244M -$1.84M -0.7% 0.26% 54% 29 24.14%
FSCM
3830
First Sabrepoint Capital Management
Texas
$244M -$12.3M -5% 9.68% 218% 29 13.79%
SAM
3831
Smithbridge Asset Management
Pennsylvania
$244M -$15.2M -6% 5.12% 104 14.42%
PCA
3832
Peddock Capital Advisors
Massachusetts
$244M -$12.1M -5% 3.57% 104% 148 6.76%
EWM
3833
EPG Wealth Management
Georgia
$243M +$9.31M +4% 4.74% 96% 395 48.35%
CAG
3834
Curtis Advisory Group
California
$243M -$8.61M -3% 4.53% 67.6% 92 11.96%
PIM
3835
Progressive Investment Management
Oregon
$243M -$12.7M -5% 4.43% 126% 52 5.77%
4WM
3836
44 Wealth Management
Oregon
$243M -$15.6M -6% 7.09% 173 11.56%
LPIC
3837
LeJeune Puetz Investment Counsel
Michigan
$243M -$14M -5% 5.98% 64.1% 193 3.63%
M2MC
3838
Matthew 25 Management Corp
Pennsylvania
$243M -$27.6M -10% 6.71% 141% 23 4.35%
HGERS
3839
Householder Group Estate & Retirement Specialist
Arizona
$243M +$18.8M +8% 5.55% 1,227 84.19%
ACJ
3840
Autonomy Capital (Jersey)
Jersey
$243M +$221M +1,048% 6.01% 33.4% 13 23.08%
BCM
3841
Barometer Capital Management
Ontario, Canada
$242M -$1.79M -0.7% 0.86% 336% 105 72.38%
CA
3842
Crumly & Associates
Illinois
$242M +$1.74M +0.7% 4.89% 55.2% 108 5.56%
OM
3843
Opaleye Management
Massachusetts
$242M +$20.3M +9% 60.4% 748% 53 32.08%
EWM
3844
Essex Woodlands Management
Texas
$242M +$55K +0% 3.88% 55% 9 22.22%
KI
3845
Kapitalo Investimentos
Brazil
$242M +$85.7M +55% 8.17% 64% 48 50%
TAS
3846
TIFF Advisory Services
Pennsylvania
$242M -$36.7M -13% 3.48% 85.9% 28 42.86%
SEM
3847
Strategic Equity Management
Arizona
$242M +$48.8M +25% 4.4% 70.3% 49 48.98%
WPIC
3848
White Pine Investment Company
Michigan
$241M -$11.6M -5% 4.02% 66.3% 65 13.85%
DT
3849
Daniels + Tansey
Delaware
$241M -$15.8M -6% 5.94% 21.1% 32 12.5%
KAH
3850
Kathryn A. Hall
$241M -$32.8M -12% 9.63% 95.2% 52 1.92%