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
PCM
2526
Peg Capital Management
New Hampshire
$229M +$12.4M +6% 36
HVIA
2527
Hudson Valley Investment Advisors
New York
$229M -$4.46M -2% 134
BSW
2528
Buckingham Strategic Wealth
Missouri
$229M +$13.2M +6% 187
RPA
2529
Rock Point Advisors
Vermont
$229M +$3.15M +1% 84
SRCM
2530
Swift Run Capital Management
Virginia
$229M +$41.8M +22% 54
PWW
2531
Pettyjohn Wood & White
Virginia
$229M +$10M +5% 125
FBT
2532
First Bankers Trust
Kentucky
$228M +$13.4M +6% 150
ACP
2533
Aquiline Capital Partners
New York
$228M +$2.94M +1% 3
HFS
2534
Haverford Financial Services
Pennsylvania
$228M +$8.88M +4% 49
LI
2535
Lafayette Investments
Maryland
$228M +$8.6M +4% 65
GGPS
2536
Gary Goldberg Planning Services
New York
$227M +$22.5M +11% 512
OCM
2537
OMT Capital Management
California
$227M -$89.9M -28% 35
BHA
2538
Beech Hill Advisors
New York
$227M +$14M +7% 163
LSC
2539
Lyon Street Capital
California
$227M +$10.8M +5% 53
ECM
2540
Exchange Capital Management
Michigan
$227M +$8.62M +4% 258
AIM
2541
Act II Management
New York
$226M -$107M -32% 47
HSS
2542
Harrison Street Securities
Illinois
$226M +$24.6M +12% 39
DS
2543
DRW Securities
Illinois
$226M +$3.76M +2% 172
SCM
2544
Salem Capital Management
Massachusetts
$226M -$2.8M -1% 75
MCM
2545
Matterhorn Capital Management
Texas
$225M +$9.08M +4% 59
MIM
2546
Miller Investment Management
Pennsylvania
$225M +$46.9M +26% 79
TA
2547
TRB Advisors
New York
$225M +$13.2M +6% 3
HRIA
2548
Haberer Registered Investment Advisor
Ohio
$225M +$17M +8% 472
AGI
2549
Athena Global Investors
Virginia
$225M +$59.1M +36% 32
MCM
2550
Matarin Capital Management
New York
$225M +$55.3M +33% 195