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
KIC
2751
Keating Investment Counselors
Florida
$204M -$508K -0.2% 65
PWAP
2752
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$204M +$15.9M +8% 117
HEC
2753
Hudson Executive Capital
New York
$203M -$31M -13% 9
CBN
2754
Cadence Bank NA
Texas
$203M +$9.34M +5% 141
CWM
2755
Confluence Wealth Management
Oregon
$203M -$17.5M -8% 141
CFSG
2756
Community Financial Services Group
Vermont
$203M -$1.47M -0.7% 68
WMG
2757
WESCAP Management Group
California
$203M +$3.96M +2% 59
RSVP
2758
Ramsay Stattman Vela & Price
Colorado
$202M +$7.93M +4% 60
BHTS
2759
Bar Harbor Trust Services
Maine
$202M +$27.7M +16% 84
CWA
2760
Cypress Wealth Advisors
California
$202M -$16.1M -7% 214
BFIC
2761
Bedell Frazier Investment Counselling
California
$202M +$8.53M +4% 55
IIM
2762
Ipswich Investment Management
Massachusetts
$202M -$7.88M -4% 397
FSCM
2763
Front Street Capital Management
Montana
$202M 65
HC
2764
Hillman Company
Pennsylvania
$202M +$21.3M +12% 13
PAS
2765
Partnervest Advisory Services
California
$202M +$22.7M +13% 206
AC
2766
Adelphi Capital
United Kingdom
$202M -$72.3M -26% 3
RIG
2767
Renaissance Investment Group
Massachusetts
$202M +$2.75M +1% 78
PAM
2768
Pagoda Asset Management
New York
$201M -$41.4M -17% 29
TFF
2769
The Family Firm
Maryland
$201M +$4.24M +2% 119
CA
2770
Claar Advisors
New York
$201M +$8.7M +5% 39
PCP
2771
Proprium Capital Partners
Connecticut
$201M -$49.7M -20% 3
PGC
2772
Pacific Grove Capital
California
$201M +$30.5M +18% 61
SGH
2773
Sivik Global Healthcare
Connecticut
$201M -$24.7M -11% 72
RCM
2774
Ratan Capital Management
Florida
$201M -$81.2M -29% 11
RAM
2775
Redmond Asset Management
Virginia
$201M +$2.01M +1% 152