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
DDC
3101
Daniel Devine & Co
Florida
$153M +$2.04M +1% 69
IP
3102
Investment Partners
Ohio
$153M +$70.4M +85% 167
FEG
3103
Financial Enhancement Group
Indiana
$153M -$9.72M -6% 50
EGA
3104
E&G Advisors
Texas
$153M -$13.4M -8% 109
TSWM
3105
Triangle Securities Wealth Management
North Carolina
$153M +$4.07M +3% 149
JAM
3106
JW Asset Management
Florida
$153M -$115M -43% 47
SAM
3107
Summit Asset Management
Tennessee
$153M +$5.42M +4% 93
LBC
3108
Lawrence B. Cohen
$153M +$5.6M +4% 72
IIM
3109
Ironwood Investment Management
Massachusetts
$153M -$89.7M -37% 176
RA
3110
Rational Advisors
New York
$153M 208
SC
3111
Schulhoff & Co
Ohio
$152M +$4.82M +3% 104
SIA
3112
Starfire Investment Advisers
Michigan
$152M +$6.58M +5% 137
VHMC
3113
Value Holdings Management Company
New York
$152M +$14.9M +11% 40
VAS
3114
Valicenti Advisory Services
New York
$152M +$4.02M +3% 51
VMI
3115
VHCP Management II
New York
$152M +$30.3M +25% 22
FNB
3116
Farmers National Bank
Kentucky
$152M +$13.7M +10% 106
KCPG
3117
Kavar Capital Partners Group
Kansas
$151M -$4.41M -3% 518
NCM
3118
Neumann Capital Management
California
$151M +$7.93M +6% 77
VST
3119
Van Strum & Towne
California
$151M -$3.32M -2% 77
FA
3120
Fagan Associates
New York
$151M +$387K +0.3% 98
KM
3121
Kora Management
New York
$151M -$1.02M -0.7% 7
IR
3122
IAT Reinsurance
New York
$151M +$728K +0.5% 121
ST
3123
Somerset Trust
Pennsylvania
$151M -$1.36M -0.9% 159
MJP
3124
Michael J. Puzo
$151M +$7.56M +5% 81
NFGCM
3125
Norman Fields Gottscho Capital Management
New York
$150M +$9.4M +7% 78