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
EBSAM
2526
Eubel Brady & Suttman Asset Management
Ohio
$348M -$7.72M -2% 77
MOS
2527
MGO One Seven
Ohio
$348M +$38.1M +12% 470
CWM
2528
Cranbrook Wealth Management
Michigan
$347M +$267K +0.1% 293
AAP
2529
Aristotle Atlantic Partners
Florida
$347M +$3.28M +1% 100
GFP
2530
Gryphon Financial Partners
Ohio
$347M -$770K -0.2% 175
CAM
2531
Cozad Asset Management
Illinois
$346M +$999K +0.3% 262
BS
2532
Boenning & Scattergood
Pennsylvania
$346M +$3.88M +1% 286
CC
2533
ClearArc Capital
Ohio
$346M +$6.84M +2% 366
CFSG
2534
Community Financial Services Group
Vermont
$346M +$53M +18% 81
LWM
2535
Lenox Wealth Management
Ohio
$344M +$9.62M +3% 787
BIM
2536
Baldwin Investment Management
Pennsylvania
$344M -$2.73M -0.8% 171
CPA
2537
Capital Planning Advisors
California
$344M +$3.17M +0.9% 159
KCM
2538
Karp Capital Management
California
$343M +$28M +9% 108
PMFA
2539
Plante Moran Financial Advisors
Michigan
$343M +$18.1M +6% 943
SSA
2540
South Street Advisors
New York
$343M +$7.13M +2% 70
SMI
2541
Shelter Mutual Insurance
Missouri
$343M -$7.66M -2% 45
SW
2542
SlateStone Wealth
Florida
$343M -$12.6M -4% 186
RI
2543
RWWM Inc
California
$342M -$18.4M -5% 14
LWIC
2544
Leith Wheeler Investment Counsel
British Columbia, Canada
$341M +$9.63M +3% 30
RBC
2545
Roble Belko & Company
Pennsylvania
$341M +$17.2M +5% 362
DPRC
2546
Deer Park Road Corp
Colorado
$341M +$1.17M +0.3% 45
HAM
2547
Hyperion Asset Management
Australia
$340M -$5.05M -1% 15
DWM
2548
Dorchester Wealth Management
Quebec, Canada
$340M +$2.58M +0.8% 137
ACP
2549
Aviance Capital Partners
Florida
$340M -$22M -6% 233
HH
2550
HSG Holding
Hong Kong
$340M -$107M -24% 12