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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
QAM
4501
Q3 Asset Management
Michigan
$204M +$16M +8% 9.23% 96.4% 65 66.15%
AP
4502
AlpInvest Partners
Netherlands
$204M +$2.6M +1% 5.57% 97.5% 25 68%
HIS
4503
Horizon Investment Services
Indiana
$204M +$17.6M +9% 8.07% 168% 126 25.4%
BCIM
4504
Bishop & Co Investment Management
Pennsylvania
$204M +$10.9M +6% 5.4% 47.6% 22 0%
BM
4505
Bislett Management
California
$204M +$5.25M +3% 5.72% 6.92% 15 0%
PCM
4506
Pennsylvania Capital Management
Pennsylvania
$204M +$33.3M +20% 10.3% 70.6% 74 8.11%
WBC
4507
West Branch Capital
Massachusetts
$204M +$32.6M +19% 9.94% 139% 453 80.13%
LSWM
4508
Lorne Steinberg Wealth Management
Canada
$203M +$14.5M +8% 6.98% 58.4% 69 18.84%
SCM
4509
Stonehearth Capital Management
Massachusetts
$203M +$19.2M +10% 3.86% 80.7% 70 15.71%
VBFG
4510
Vishria Bird Financial Group
Tennessee
$203M +$22M +12% 6.26% 74.3% 59 10.17%
SEEDPG
4511
S.E.E.D. Planning Group
New York
$203M +$20.9M +11% 5.31% 50.4% 86 15.12%
MIM
4512
Moseley Investment Management
Florida
$203M +$22.5M +12% 8.66% 96.6% 183 13.66%
PIC
4513
Portland Investment Counsel
Ontario, Canada
$203M +$21.7M +12% 5.94% 104% 42 7.14%
GWM
4514
Graybill Wealth Management
Illinois
$203M +$14M +7% 7.67% 55 3.64%
RHI
4515
Richmond Hill Investments
New York
$202M +$7.98M +4% 6.42% 55.2% 10 30%
ACM
4516
Allred Capital Management
Texas
$202M -$18.9M -9% 7.98% 58.6% 853 78.78%
BWL
4517
Beacon Wealthcare LLC
North Carolina
$202M +$14.8M +8% 5.35% 42% 14 21.43%
DR
4518
Davis Rea
Ontario, Canada
$202M +$14.4M +8% 8.71% 50% 59 3.39%
SV
4519
Sturgeon Ventures
United Kingdom
$201M +$28.4M +16% 15.4% 85.9% 46 10.87%
TW
4520
Towerpoint Wealth
California
$201M -$7.19M -3% 4.51% 62.4% 80 6.25%
HIC
4521
Harbor Island Capital
Massachusetts
$201M +$8.46M +4% 4.83% 132% 15 0%
PC
4522
Plaisance Capital
Colorado
$201M +$94.9M +90% 8.25% 64 70.31%
SFSG
4523
Sound Financial Strategies Group
Mississippi
$201M +$5.54M +3% 3.8% 18.2% 112 47.32%
PCMK
4524
Paragon Capital Management (Kansas)
Kansas
$200M +$1.05M +0.5% 7.05% 75.8% 70 10%
SIC
4525
Shoker Investment Counsel
Ohio
$200M +$9.97M +5% 4.36% 58.5% 97 8.25%