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
NEIRG
2926
New England Investment & Retirement Group
Massachusetts
$182M +$13.2M +8% 56
SCM
2927
Salem Capital Management
Massachusetts
$182M +$8.9M +5% 70
CRCM
2928
Cat Rock Capital Management
Connecticut
$182M -$14.7M -7% 11
VIA
2929
Vantagepoint Investment Advisers
District of Columbia
$182M -$8.66M -5% 1
MI
2930
Montage Investments
Kansas
$182M +$39.1M +27% 195
ZF
2931
Zhang Financial
Michigan
$182M +$102K +0.1% 78
SFG
2932
StrategIQ Financial Group
Indiana
$182M +$11.4M +7% 113
TCOO
2933
Trust Company of Oklahoma
Oklahoma
$182M +$1.9M +1% 110
EP
2934
Edgestream Partners
New Jersey
$182M +$107M +144% 139
WKWM
2935
Walter & Keenan Wealth Management
Indiana
$181M +$1.73M +1% 146
HP
2936
Harbourvest Partners
Massachusetts
$181M -$26.2M -13% 23
FG
2937
FSI Group
Ohio
$181M +$17.4M +11% 65
RWA
2938
River Wealth Advisors
Pennsylvania
$181M +$6.71M +4% 155
GCM
2939
Gladius Capital Management
Illinois
$181M +$5.85M +3% 2
UIM
2940
Underhill Investment Management
California
$181M -$4.62M -2% 22
CAMG
2941
CWA Asset Management Group
Florida
$180M +$16.5M +10% 150
CRIM
2942
Castle Ridge Investment Management
Connecticut
$180M +$8.78M +5% 53
SCM
2943
Shah Capital Management
North Carolina
$180M +$37.5M +26% 19
CPA
2944
Court Place Advisors
Maryland
$180M +$7.3M +4% 144
CA
2945
Cumberland Advisors
Florida
$180M +$17.2M +11% 61
CRM
2946
Capital Returns Management
New York
$179M +$19.1M +12% 18
MFS
2947
McNamara Financial Services
Massachusetts
$179M +$8.49M +5% 33
PSC
2948
Prentiss Smith & Co
Vermont
$179M +$1.34M +0.8% 279
IP
2949
InvenTrust Properties
Illinois
$179M -$10.5M -6% 21
FCMC
2950
Founders Capital Management (Connecticut)
Connecticut
$179M +$1.09M +0.6% 56