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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
KCM
2401
KSA Capital Management
New Jersey
$254M +$40.7M +19% 4.99% 109% 49 30.61%
BAS
2402
Brown Advisory Securities
Maryland
$254M +$5.91M +2% 1.25% 51.2% 313 14.7%
CCB
2403
Cutter & Co Brokerage
Missouri
$254M +$38.7M +18% 3.06% 40.4% 240 20.42%
ECM
2404
Everence Capital Management
Indiana
$254M +$5.4M +2% 1.93% 108% 275 7.64%
OA
2405
Outfitter Advisors
Virginia
$253M +$1.98M +0.8% 3.29% 35.6% 142 7.04%
HAIM
2406
Hunter Associates Investment Management
Pennsylvania
$253M -$6.45M -2% 4.22% 76.1% 174 15.52%
SIPS
2407
Shelter Insurance Profit Sharing
Missouri
$253M +$13.5M +6% 0.88% 48 8.33%
BST
2408
Bath Savings Trust
Maine
$253M +$3.63M +1% 0.84% 47.3% 110 7.27%
DCCA
2409
D.C. Capital Advisors
New York
$253M +$10.9M +5% 4.34% 59.9% 21 33.33%
DIP
2410
DT Investment Partners
Pennsylvania
$253M +$8.43M +3% 1.76% 58% 65 20%
MCM
2411
Monarch Capital Management
Indiana
$253M -$2.11M -0.8% 1.37% 65% 88 3.41%
HIM
2412
Herald Investment Management
United Kingdom
$253M +$2.35M +0.9% 5.23% 493% 88 10.23%
PJSIMP
2413
P.J. Schmidt Investment Management (PJS)
Wisconsin
$253M +$16.1M +7% 1.69% 65.9% 149 15.44%
LOCB
2414
Lombard Odier & Cie (Bahamas)
Bahamas
$253M -$2.06M -0.8% 1.41% 132 26.52%
AG
2415
Algert Global
California
$253M -$121M -32% 5.71% 194% 437 51.26%
EGA
2416
Emerging Global Advisors
New York
$252M -$2.37M -0.9% 1.58% 0.93% 20 60%
DFG
2417
Delphi Financial Group
Delaware
$252M +$65.5M +35% 4.45% 66.3% 18 27.78%
DCM
2418
Dinsmore Capital Management
New Jersey
$252M +$5.49M +2% 0.61% 139 6.47%
ECM
2419
Ensemble Capital Management
California
$252M +$3.36M +1% 0.79% 36.2% 52 11.54%
MWM
2420
Modera Wealth Management
New Jersey
$252M -$11.2M -4% 1.42% 68.2% 88 31.82%
SSA
2421
South Street Advisors
New York
$252M +$12.5M +5% 3.77% 169% 59 11.86%
FBFS
2422
First Business Financial Services
Wisconsin
$251M +$11.1M +5% 2.43% 74% 75 36%
WA
2423
WBH Advisory
Maryland
$251M +$3.12M +1% 1.51% 57.6% 222 11.71%
KFS
2424
Kurt F. Somerville
$251M -$9.94M -4% 1.9% 92.9% 107 8.41%
FSC
2425
Fiduciary Services Corp
Georgia
$251M +$1.26M +0.5% 1.43% 160 6.25%