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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
COCM
2126
Charter Oak Capital Management
New Hampshire
$798M +$19.4M +2% 0.9% 39.2% 917 6.76%
SIM
2127
Sonora Investment Management
Arizona
$798M +$32.9M +4% 0.03% 32.8% 1,139 16.42%
HR
2128
Howe & Rusling
New York
$798M +$4.7M +0.6% 1.02% 66.1% 1,061 15.83%
TC
2129
Towle & Co
Colorado
$797M -$69M -8% 5.03% 113% 35 22.86%
LWMT
2130
Legacy Wealth Management (Tennessee)
Tennessee
$797M -$441K -0.1% 0.73% 46.9% 17 5.88%
AP
2131
Archon Partners
New Jersey
$797M -$2.75M -0.3% 0.58% 88.8% 60 15%
AIA
2132
Ally Invest Advisors
North Carolina
$795M +$71.8M +10% 1.2% 32.2% 17 0%
HHAM
2133
HITE Hedge Asset Management
Massachusetts
$795M +$83.7M +12% 1.28% 57.9% 179 36.87%
CA
2134
Callahan Advisors
Texas
$794M +$5.75M +0.7% 0.08% 75.6% 150 4.67%
NCM
2135
Narwhal Capital Management
Georgia
$793M +$327K +0% 0.47% 93.8% 179 15.64%
JMFC
2136
J.M. Forbes & Co
Massachusetts
$792M -$503K -0.1% 0.15% 95.1% 121 7.44%
GP
2137
Girard Partners
Pennsylvania
$792M +$13.9M +2% 0.43% 25.7% 266 7.14%
CT
2138
Caldwell Trust
Florida
$791M +$27.1M +4% 0.09% 74.1% 758 6.2%
CIAS
2139
Capital Investment Advisory Services
North Carolina
$791M -$4.38M -0.6% 1.35% 69.3% 824 13.47%
II
2140
Inspire Investing
Idaho
$791M +$31.2M +4% 0.83% 77.1% 980 58.47%
PFC
2141
Phocas Financial Corp
California
$791M -$3.15M -0.4% 0.89% 124% 225 13.33%
ICM
2142
Ionic Capital Management
New York
$790M -$168M -18% 4.79% 103% 488 54.51%
BRF
2143
B. Riley Financial
California
$790M +$31.7M +4% 7.53% 741% 52 61.54%
PIM
2144
Perpetual Investment Management
Australia
$789M +$84.4M +12% 0.69% 231 15.15%
MTCM
2145
Mint Tower Capital Management
Netherlands
$789M -$625M -44% 1.07% 36% 438 45.89%
MCM
2146
Maple Capital Management
Vermont
$788M -$40.5M -5% 1.22% 94.4% 109 7.34%
MOS
2147
MGO One Seven
Ohio
$788M +$72.7M +10% 0.33% 73.8% 652 16.87%
NAS
2148
Nicolet Advisory Services
Wisconsin
$788M +$21.5M +3% 0.61% 62.7% 209 10.05%
MAP
2149
Moody Aldrich Partners
Massachusetts
$788M +$76.4M +11% 0.46% 336% 191 22.51%
RWM
2150
RKL Wealth Management
Pennsylvania
$788M -$6.5M -0.8% 0.44% 54.1% 132 8.33%