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
SIMM
3101
Stillwater Investment Management (Minnesota)
Minnesota
$158M +$2.37M +2% 72
TI
3102
Telemetry Investments
New York
$158M +$24.2M +18% 279
BWP
3103
BSW Wealth Partners
Colorado
$157M +$207K +0.1% 61
BCM
3104
Breithorn Capital Management
New York
$157M -$2.93M -2% 48
RWA
3105
River Wealth Advisors
Pennsylvania
$157M -$4.22M -3% 142
QCG
3106
Quadrant Capital Group
Ohio
$157M 1,300
SC
3107
Saybrook Capital
North Carolina
$157M +$4.97M +3% 48
1CM
3108
1492 Capital Management
Wisconsin
$157M -$13M -8% 158
CPA
3109
Court Place Advisors
Maryland
$157M -$332K -0.2% 136
SA
3110
Strategic Advisors
New York
$157M +$781K +0.5% 155
FAM
3111
Formidable Asset Management
Ohio
$157M +$4.79M +3% 556
SC
3112
Schulhoff & Co
Ohio
$157M -$4.81M -3% 109
VAS
3113
Valicenti Advisory Services
New York
$156M -$3.69M -2% 58
AA
3114
Advisory Alpha
Michigan
$156M +$2.24M +1% 45
BCP
3115
Blue Chip Partners
Michigan
$156M +$8.75M +6% 117
ECM
3116
EagleClaw Capital Management
Massachusetts
$156M +$1.62M +1% 107
HCA
3117
Harbour Capital Advisors
Virginia
$156M +$12.5M +9% 225
NCM
3118
Neumann Capital Management
California
$156M -$114K -0.1% 83
ZF
3119
Zhang Financial
Michigan
$156M -$4.32M -3% 68
FNBOH
3120
First National Bank of Hutchinson
Kansas
$155M -$25.1M -14% 77
GVT
3121
Genesee Valley Trust
New York
$155M -$6.17M -4% 319
MJP
3122
Michael J. Puzo
$155M -$1.36M -0.9% 130
NFG
3123
NewFocus Financial Group
Washington
$155M -$5.21M -3% 57
FPCM
3124
Fox Point Capital Management
New York
$155M +$2.02M +1% 28
PTB
3125
Pioneer Trust Bank
Oregon
$155M +$126K +0.1% 74