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
DA
2701
DSC Advisors
Illinois
$195M +$11.8M +6% 88
V
2702
ValueWorks
New York
$195M -$15.3M -7% 34
TBAM
2703
True Bearing Asset Management
California
$195M +$2.6M +1% 92
PRCP
2704
Pacific Ridge Capital Partners
Oregon
$194M +$47.4M +32% 150
SRCM
2705
Swift Run Capital Management
Virginia
$193M -$35.3M -15% 57
KIC
2706
Keating Investment Counselors
Florida
$193M -$14M -7% 59
NCIM
2707
New Century Investment Management
Michigan
$193M +$9.25M +5% 94
VNA
2708
VNBTrust National Association
Virginia
$193M -$8.56M -4% 138
PGA
2709
Portland Global Advisors
Maine
$193M -$5.77M -3% 122
TCM
2710
Tang Capital Management
California
$193M -$22.9M -11% 13
RAM
2711
Redmond Asset Management
Virginia
$193M -$11.9M -6% 157
DBIA
2712
Dumont & Blake Investment Advisors
New Jersey
$193M -$6.38M -3% 162
SHWM
2713
Smith & Howard Wealth Management
Georgia
$193M +$645K +0.3% 48
MAS
2714
Madden Advisory Services
Florida
$193M -$3.63M -2% 416
VIA
2715
Vantagepoint Investment Advisers
District of Columbia
$193M -$4.59M -2% 1
PAS
2716
Partnervest Advisory Services
California
$192M -$30.2M -14% 1,055
MGIA
2717
Moneta Group Investment Advisors
Missouri
$192M +$6.37M +3% 141
CA
2718
Capital Advantage
California
$192M +$10.6M +6% 57
PAMG
2719
Patton Albertson Miller Group
Tennessee
$192M -$5.61M -3% 160
WCM
2720
Weatherstone Capital Management
Colorado
$192M -$185M -49% 89
LFR
2721
Lehman Financial Resources
Pennsylvania
$192M -$18.3M -9% 450
RB
2722
Rodgers Brothers
Pennsylvania
$192M -$10.5M -5% 153
MIAN
2723
Mariner Independent Advisor Network
Kansas
$191M -$11.7M -6% 154
RSVP
2724
Ramsay Stattman Vela & Price
Colorado
$191M -$8.56M -4% 56
ITIM
2725
Indiana Trust & Investment Management
Indiana
$191M +$18.2M +11% 125