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
2826
Capital Planning Advisors
California
$407M +$42M +12% 132
CWG
2827
Cornerstone Wealth Group
North Carolina
$407M +$41.1M +11% 179
ACG
2828
Allen Capital Group
Nebraska
$407M +$14.6M +4% 149
TCM
2829
Tao Capital Management
California
$407M +$96.5M +31% 8
HAIM
2830
Hunter Associates Investment Management
Pennsylvania
$407M +$46.7M +13% 213
PL
2831
Plancorp LLC
Missouri
$406M +$77.3M +24% 208
GF
2832
Greenfield FTC
Nevada
$405M 4
LIM
2833
Lathrop Investment Management
Arkansas
$405M +$51.1M +14% 73
BCM
2834
Bourgeon Capital Management
Connecticut
$405M +$75M +23% 340
SA
2835
Sicart Associates
New York
$405M +$70.1M +21% 130
BCM
2836
BlueMar Capital Management
Florida
$405M +$11.7M +3% 74
NCM
2837
Noesis Capital Mangement
Florida
$405M +$51.6M +15% 114
SCC
2838
Six Columns Capital
Texas
$404M +$113M +39% 51
MCM
2839
Model Capital Management
Massachusetts
$404M +$74.5M +23% 12
WDL
2840
Well Done LLC
Michigan
$404M +$49.2M +14% 163
MIG
2841
McGuire Investment Group
Rhode Island
$404M +$67.7M +20% 101
KA
2842
KLCM Advisors
Wisconsin
$403M +$59.4M +17% 109
GTC
2843
Ghost Tree Capital
New York
$403M +$107M +36% 59
EVM
2844
Evelyn V. Moreno
$403M +$32.9M +9% 71
HDIM
2845
Hanson & Doremus Investment Management
Vermont
$402M +$67.5M +20% 450
SNT
2846
Security National Trust
West Virginia
$402M +$46.4M +13% 429
BFM
2847
Blacksheep Fund Management
Ireland
$402M +$90.3M +29% 7
ODCM
2848
Old Dominion Capital Management
Virginia
$402M +$46.1M +13% 167
BCM
2849
Buckhead Capital Management
Georgia
$401M +$51.2M +15% 137
BB
2850
Berkshire Bank
Massachusetts
$401M +$25M +7% 133