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
HVIA
2526
Hudson Valley Investment Advisors
New York
$229M -$4.46M -2% 134
BSW
2527
Buckingham Strategic Wealth
Missouri
$229M +$13.2M +6% 187
RPA
2528
Rock Point Advisors
Vermont
$229M +$3.15M +1% 84
SRCM
2529
Swift Run Capital Management
Virginia
$229M +$41.8M +22% 54
PWW
2530
Pettyjohn Wood & White
Virginia
$229M +$10M +5% 125
FBT
2531
First Bankers Trust
Kentucky
$228M +$13.4M +6% 150
ACP
2532
Aquiline Capital Partners
New York
$228M +$2.94M +1% 3
HFS
2533
Haverford Financial Services
Pennsylvania
$228M +$8.88M +4% 49
LI
2534
Lafayette Investments
Maryland
$228M +$8.6M +4% 65
GGPS
2535
Gary Goldberg Planning Services
New York
$227M +$22.5M +11% 512
OCM
2536
OMT Capital Management
California
$227M -$89.9M -28% 35
BHA
2537
Beech Hill Advisors
New York
$227M +$14M +7% 163
LSC
2538
Lyon Street Capital
California
$227M +$10.8M +5% 53
ECM
2539
Exchange Capital Management
Michigan
$227M +$8.62M +4% 258
AIM
2540
Act II Management
New York
$226M -$107M -32% 47
HSS
2541
Harrison Street Securities
Illinois
$226M +$24.6M +12% 39
DS
2542
DRW Securities
Illinois
$226M +$3.76M +2% 172
SCM
2543
Salem Capital Management
Massachusetts
$226M -$2.8M -1% 75
MCM
2544
Matterhorn Capital Management
Texas
$225M +$9.08M +4% 59
MIM
2545
Miller Investment Management
Pennsylvania
$225M +$46.9M +26% 79
TA
2546
TRB Advisors
New York
$225M +$13.2M +6% 3
HRIA
2547
Haberer Registered Investment Advisor
Ohio
$225M +$17M +8% 472
AGI
2548
Athena Global Investors
Virginia
$225M +$59.1M +36% 32
MCM
2549
Matarin Capital Management
New York
$225M +$55.3M +33% 195
DMAM
2550
Del Mar Asset Management
New York
$225M +$118M +110% 50