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
CCM
2702
Carderock Capital Management
Maryland
$195M +$3.12M +2% 107
V
2703
ValueWorks
New York
$195M -$15.3M -7% 34
TBAM
2704
True Bearing Asset Management
California
$195M +$2.6M +1% 92
PRCP
2705
Pacific Ridge Capital Partners
Oregon
$194M +$47.4M +32% 150
SRCM
2706
Swift Run Capital Management
Virginia
$193M -$35.3M -15% 57
KIC
2707
Keating Investment Counselors
Florida
$193M -$14M -7% 59
NCIM
2708
New Century Investment Management
Michigan
$193M +$9.25M +5% 94
VNA
2709
VNBTrust National Association
Virginia
$193M -$8.56M -4% 138
PGA
2710
Portland Global Advisors
Maine
$193M -$5.77M -3% 122
TCM
2711
Tang Capital Management
California
$193M -$22.9M -11% 13
RAM
2712
Redmond Asset Management
Virginia
$193M -$11.9M -6% 157
DBIA
2713
Dumont & Blake Investment Advisors
New Jersey
$193M -$6.38M -3% 162
SHWM
2714
Smith & Howard Wealth Management
Georgia
$193M +$645K +0.3% 48
MAS
2715
Madden Advisory Services
Florida
$193M -$3.63M -2% 416
VIA
2716
Vantagepoint Investment Advisers
District of Columbia
$193M -$4.59M -2% 1
PAS
2717
Partnervest Advisory Services
California
$192M -$30.2M -14% 1,055
MGIA
2718
Moneta Group Investment Advisors
Missouri
$192M +$6.37M +3% 141
CA
2719
Capital Advantage
California
$192M +$10.6M +6% 57
PAMG
2720
Patton Albertson Miller Group
Tennessee
$192M -$5.61M -3% 160
WCM
2721
Weatherstone Capital Management
Colorado
$192M -$185M -49% 89
LFR
2722
Lehman Financial Resources
Pennsylvania
$192M -$18.3M -9% 450
RB
2723
Rodgers Brothers
Pennsylvania
$192M -$10.5M -5% 153
MIAN
2724
Mariner Independent Advisor Network
Kansas
$191M -$11.7M -6% 154
RSVP
2725
Ramsay Stattman Vela & Price
Colorado
$191M -$8.56M -4% 56