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
PWAP
2751
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$204M +$15.9M +8% 117
HEC
2752
Hudson Executive Capital
New York
$203M -$31M -13% 9
CBN
2753
Cadence Bank NA
Texas
$203M +$9.34M +5% 141
CWM
2754
Confluence Wealth Management
Oregon
$203M -$17.5M -8% 141
CFSG
2755
Community Financial Services Group
Vermont
$203M -$1.47M -0.7% 68
WMG
2756
WESCAP Management Group
California
$203M +$3.96M +2% 59
RSVP
2757
Ramsay Stattman Vela & Price
Colorado
$202M +$7.93M +4% 60
BHTS
2758
Bar Harbor Trust Services
Maine
$202M +$27.7M +16% 84
CWA
2759
Cypress Wealth Advisors
California
$202M -$16.1M -7% 214
BFIC
2760
Bedell Frazier Investment Counselling
California
$202M +$8.53M +4% 55
IIM
2761
Ipswich Investment Management
Massachusetts
$202M -$7.88M -4% 397
FSCM
2762
Front Street Capital Management
Montana
$202M 65
HC
2763
Hillman Company
Pennsylvania
$202M +$21.3M +12% 13
PAS
2764
Partnervest Advisory Services
California
$202M +$22.7M +13% 206
AC
2765
Adelphi Capital
United Kingdom
$202M -$72.3M -26% 3
RIG
2766
Renaissance Investment Group
Massachusetts
$202M +$2.75M +1% 78
PAM
2767
Pagoda Asset Management
New York
$201M -$41.4M -17% 29
TFF
2768
The Family Firm
Maryland
$201M +$4.24M +2% 119
CA
2769
Claar Advisors
New York
$201M +$8.7M +5% 39
PCP
2770
Proprium Capital Partners
Connecticut
$201M -$49.7M -20% 3
PGC
2771
Pacific Grove Capital
California
$201M +$30.5M +18% 61
SGH
2772
Sivik Global Healthcare
Connecticut
$201M -$24.7M -11% 72
RCM
2773
Ratan Capital Management
Florida
$201M -$81.2M -29% 11
RAM
2774
Redmond Asset Management
Virginia
$201M +$2.01M +1% 152
KS
2775
Karpas Strategies
Connecticut
$200M +$7.84M +4% 120