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
DBIA
2926
Dumont & Blake Investment Advisors
New Jersey
$221M +$3.84M +2% 180
BA
2927
Bard Associates
Illinois
$220M +$5.25M +2% 197
FMP
2928
Financial Management Professionals
Texas
$220M +$24.4M +12% 342
PFP
2929
Patriot Financial Partners
Pennsylvania
$220M -$81.7M -27% 12
WIM
2930
Wittenberg Investment Management
Massachusetts
$220M +$12.7M +6% 78
NHC
2931
Nicholas Hoffman & Company
Georgia
$220M +$6.56M +3% 161
BOS
2932
Bank of Stockton
California
$220M +$891K +0.4% 105
BWP
2933
BSW Wealth Partners
Colorado
$220M +$17.7M +9% 86
CIA
2934
Capital Impact Advisors
Massachusetts
$220M -$31.3M -12% 158
LPAM
2935
Legion Partners Asset Management
California
$220M +$53.3M +32% 13
RCP
2936
Rothschild Capital Partners
New York
$219M +$17.4M +9% 51
CCM
2937
Compton Capital Management
Rhode Island
$219M +$15.7M +8% 153
WCMN
2938
Westchester Capital Management (Nebraska)
Nebraska
$219M +$10.9M +5% 35
CBN
2939
Cadence Bank NA
Texas
$219M +$2.28M +1% 151
AWA
2940
Arete Wealth Advisors
Illinois
$219M -$10.5M -5% 244
AIMU
2941
Allianz Investment Management US
Minnesota
$219M +$14.6M +7% 3
FPTW
2942
Franklin, Parlapiano, Turner & Welch
Texas
$219M +$3.46M +2% 129
SA
2943
Strategic Advisors
New York
$219M +$7.02M +3% 153
OC
2944
Oarsman Capital
Wisconsin
$219M +$3.87M +2% 189
SM
2945
Sabby Management
Florida
$219M +$75.7M +53% 210
MIM
2946
Montgomery Investment Management
Maryland
$219M -$13.9M -6% 105
DCM
2947
Divisar Capital Management
California
$218M +$34.5M +19% 30
FCMI
2948
Foresite Capital Management II
California
$218M -$14.9M -6% 16
KTC
2949
Kistler-Tiffany Companies
Pennsylvania
$218M +$5.87M +3% 553
PCMC
2950
Paragon Capital Management (Colorado)
Colorado
$218M -$6.46M -3% 202