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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
WEC
2176
Winslow Evans & Crocker
Massachusetts
$349M +$14.5M +4% 4.68% 76.2% 1,347 8.76%
TF
2177
Tompkins Financial
New York
$349M +$11M +3% 4.07% 74.1% 545 32.11%
SFG
2178
Sage Financial Group
Pennsylvania
$349M +$33M +10% 3.21% 62% 45 4.44%
WIC
2179
Woodmont Investment Counsel
Tennessee
$349M +$14.2M +4% 2.6% 66.8% 763 76.28%
OMCS
2180
Old Mutual Customised Solutions
South Africa
$348M -$49.2M -12% 4.57% 49.7% 734 4.63%
NC
2181
NBW Capital
Massachusetts
$348M +$22.3M +7% 6.21% 86% 82 18.29%
SAM
2182
Sheffield Asset Management
Illinois
$348M +$11.5M +3% 4.55% 24.5% 15 26.67%
BCP
2183
BDT Capital Partners
Illinois
$347M +$54.9M +19% 18.8% 49.7% 1 0%
OAM
2184
Oberweis Asset Management
Illinois
$347M +$10.9M +3% 18.4% 312% 202 49.01%
AGM
2185
Alpine Global Management
New York
$347M +$129M +59% 5.09% 100% 256 91.02%
LG
2186
LaFleur & Godfrey
Michigan
$347M +$8.98M +3% 5.15% 85.2% 73 4.11%
PAM
2187
PineView Asset Management
Connecticut
$346M +$109M +46% 2.18% 36 58.33%
CNBT
2188
Canandaigua National Bank & Trust
New York
$346M -$5.34M -2% 1.24% 208 6.73%
AG
2189
Algert Global
California
$346M +$99.2M +40% 16.6% 141% 492 55.28%
MHAM
2190
Monroe Hall Asset Management
New York
$345M -$13.7M -4% 3.89% 26 57.69%
SFG
2191
SNS Financial Group
Minnesota
$345M -$53.2M -13% 3.85% 41.8% 141 17.73%
ES
2192
Equitec Specialists
Illinois
$344M -$190M -36% 4.32% 65.4% 132 48.48%
OP
2193
Omni Partners
United Kingdom
$344M +$79.7M +30% 27.1% 412% 42 88.1%
PWPCM
2194
Perella Weinberg Partners Capital Management
New York
$344M +$141M +69% 5.95% 1.52% 91 60.44%
FPFS
2195
First Personal Financial Services
North Carolina
$343M +$50.4M +17% 3.76% 31.5% 882 16.78%
JWM
2196
Jacobus Wealth Management
Wisconsin
$343M +$15.6M +5% 3.58% 17.2% 227 10.13%
BAS
2197
Brown Advisory Securities
Maryland
$343M +$22.4M +7% 4.42% 51.2% 327 9.79%
SCA
2198
Stillwater Capital Advisors
Pennsylvania
$343M +$7.9M +2% 4.23% 121% 80 8.75%
FS
2199
Feinberg Stephen
$342M +$28.8M +9% 13.9% 54.3% 6 16.67%
SEC
2200
Seven Eight Capital
New York
$342M +$51.1M +18% 6.96% 13.6% 675 71.85%