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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
WPW
2401
Waldron Private Wealth
Pennsylvania
$358M +$42.7M +14% 3.84% 68.7% 164 16.46%
LIM
2402
Lathrop Investment Management
Arkansas
$357M +$6.99M +2% 1.29% 72.2% 63 3.17%
TCGI
2403
Three Corner Global Investors
New York
$357M +$15.2M +4% 8.45% 57.5% 34 50%
WP
2404
WealthPLAN Partners
Nebraska
$356M +$8.29M +2% 4.12% 61.3% 208 18.75%
MCM
2405
MV Capital Management
Maryland
$356M +$17.8M +5% 2.79% 67.6% 385 14.29%
IP
2406
Isthmus Partners
Wisconsin
$356M +$14.3M +4% 6.47% 61.1% 329 20.36%
RWM
2407
RKL Wealth Management
Pennsylvania
$356M +$40.7M +13% 4.43% 70.2% 151 11.26%
FNBTCON
2408
First National Bank & Trust Co of Newtown
Pennsylvania
$356M +$12.9M +4% 2.47% 55.7% 122 4.92%
ACM
2409
Academy Capital Management
Texas
$355M -$7.35M -2% 3.84% 71.2% 41 19.51%
CAM
2410
Cubic Asset Management
Massachusetts
$355M +$13M +4% 2.72% 40.5% 173 6.36%
CC
2411
Chanos & Company
New York
$355M +$26M +8% 4.87% 46 13.04%
SCM
2412
SOL Capital Management
Maryland
$354M -$9.29M -3% 5.18% 56.6% 255 7.06%
CC
2413
Casdin Capital
New York
$354M +$83.8M +31% 42.5% 370% 35 25.71%
VIM
2414
VCU Investment Management
Virginia
$354M -$118M -25% 3.54% 9 22.22%
IPC
2415
Invesco Private Capital
New York
$354M +$57.5M +19% 22.7% 41.9% 4 0%
CCG
2416
Chatham Capital Group
Georgia
$353M -$7.82M -2% 4.16% 89.9% 155 8.39%
FRM
2417
Fox Run Management
Connecticut
$353M +$63.8M +22% 5.36% 64% 999 75.08%
PRCP
2418
Pacific Ridge Capital Partners
Oregon
$353M +$11.9M +3% 10.3% 149% 143 6.29%
FWSM
2419
First Wilshire Securities Management
California
$353M +$2.49M +0.7% 6.79% 135% 127 7.09%
BFG
2420
Barber Financial Group
Kansas
$353M +$45.3M +15% 3.22% 39% 115 33.91%
SMC
2421
Smith, Moore & Co
Missouri
$352M +$53.4M +18% 3.7% 67% 312 23.72%
GC
2422
Globeflex Capital
California
$351M -$54.2M -13% 9.03% 186% 444 21.62%
RPGK
2423
Retirement Planning Group (Kansas)
Kansas
$350M +$17.6M +5% 3.08% 49.7% 49 4.08%
CM
2424
Capital Management
Virginia
$350M +$15.1M +5% 5.6% 52.5% 97 7.22%
RC
2425
Roundview Capital
New Jersey
$350M +$6.8M +2% 4.67% 77.7% 246 26.02%