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
CPA
2551
Capital Planning Advisors
California
$382M +$38.6M +11% 157
HHGA
2552
Halbert Hargrove Global Advisors
California
$382M +$10.4M +3% 84
SC
2553
Southside Capital
Florida
$382M +$13.9M +4% 83
GCM
2554
Gabalex Capital Management
New York
$382M +$10.8M +3% 24
PAMG
2555
Patton Albertson Miller Group
Tennessee
$381M +$28.4M +8% 242
FAG
2556
Financial Advisory Group
Texas
$381M +$20.4M +6% 78
OCMI
2557
Oaktop Capital Management II
New Jersey
$381M -$103M -21% 20
RM
2558
RP Management
New York
$381M +$225M +144% 5
HEIP
2559
Hudson Edge Investment Partners
New Jersey
$380M +$23.9M +7% 148
FSCM
2560
Front Street Capital Management
Montana
$380M +$28.5M +8% 62
WAS
2561
Wealth Advisory Solutions
Indiana
$380M 180
KCM
2562
Karp Capital Management
California
$379M +$36.2M +11% 107
TPCM
2563
Three Peaks Capital Management
Colorado
$379M +$30.7M +9% 113
VMI
2564
VHCP Management II
New York
$379M +$117M +45% 29
EAMA
2565
EFG Asset Management (Americas)
Florida
$379M +$47.3M +14% 127
GA
2566
Greenspring Associates
Maryland
$379M +$49.5M +15% 21
CIM
2567
Cambria Investment Management
California
$379M -$288M -43% 246
PI
2568
PHH Investments
Texas
$378M +$18.3M +5% 85
FCP
2569
Fine Capital Partners
New York
$378M -$65.1M -15% 8
LF
2570
Lannebo Fonder
Sweden
$378M +$48.8M +15% 34
KWMG
2571
King Wealth Management Group
Florida
$378M +$29.3M +8% 150
ICVCFIA
2572
IDG China Venture Capital Fund IV Associates
Hong Kong
$377M 3
FTC
2573
Farmers Trust Company
Ohio
$377M +$15.3M +4% 173
LCG
2574
Lisanti Capital Growth
New York
$377M +$70.4M +23% 148
CIPU
2575
Caledonia Investments plc (UK)
United Kingdom
$377M +$19.5M +5% 11