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
KTC
2951
Kistler-Tiffany Companies
Pennsylvania
$150M +$12.1M +9% 775
MCM
2952
Moon Capital Management
New York
$150M -$25.9M -15% 29
ISB
2953
Iowa State Bank
Iowa
$150M +$1.56M +1% 75
PIA
2954
Peachtree Investment Advisors
Georgia
$150M -$212K -0.1% 404
GP
2955
Girard Partners
Pennsylvania
$149M +$4.59M +3% 143
SAM
2956
Solaris Asset Management
New York
$149M -$3.48M -2% 232
MP
2957
Manifold Partners
California
$149M -$22.8M -13% 108
DR
2958
Davis Rea
Ontario, Canada
$149M -$29.8M -17% 47
CS
2959
Credential Securities
$149M -$1.83M -1% 209
PC
2960
Peavine Capital
Nevada
$149M +$2.06M +1% 13
CWM
2961
Cranbrook Wealth Management
Michigan
$149M -$1.48M -1% 161
BRM
2962
Boston Research & Management
Massachusetts
$149M +$4.05M +3% 104
NIC
2963
Northwest Investment Counselors
Oregon
$149M -$322K -0.2% 107
SAMT
2964
Select Asset Management & Trust
Pennsylvania
$149M +$42.6M +40% 50
FNF
2965
Fidelity National Financial
Florida
$148M +$4.04M +3% 18
WRM
2966
Weybosset Research & Management
Rhode Island
$148M -$7.38M -5% 53
TWM
2967
Tanglewood Wealth Management
Texas
$148M +$45.4M +44% 5
PFSC
2968
Peoples Financial Services Corp
Pennsylvania
$148M -$9.47M -6% 362
GF
2969
Goodman Financial
Texas
$148M -$19.1M -11% 46
EHWM
2970
Eads & Heald Wealth Management
Georgia
$148M -$2.76M -2% 127
CWM
2971
Confluence Wealth Management
Oregon
$148M -$27.8M -16% 133
LWM
2972
Lenox Wealth Management
Ohio
$148M +$2.06M +1% 170
FC
2973
Farley Capital
New York
$147M -$7.61M -5% 16
ECM
2974
EagleClaw Capital Management
Massachusetts
$147M +$7K +0% 108
GIM
2975
Greenwich Investment Management
Connecticut
$147M -$6.41M -4% 45