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
PA
3226
Parkside Advisors
California
$145M +$6.43M +5% 34
RGC
3227
Roberts, Glore & Co
Illinois
$145M -$5.09M -3% 141
OC
3228
Oarsman Capital
Wisconsin
$145M +$6.05M +4% 175
CIA
3229
Covington Investment Advisors
Pennsylvania
$145M -$37.9M -21% 89
FCCM
3230
First City Capital Management
Georgia
$145M -$347K -0.2% 652
NME
3231
Notis-McConarty Edward
$144M -$1.7M -1% 115
TSWM
3232
Triangle Securities Wealth Management
North Carolina
$144M +$3.91M +3% 142
HP
3233
HealthInvest Partners
Sweden
$144M +$23.4M +19% 16
BCM
3234
Blume Capital Management
California
$144M +$2.34M +2% 342
MIC
3235
Meridian Investment Counsel
California
$144M +$6M +4% 156
CBCM
3236
Charter Bridge Capital Management
New York
$144M -$34.1M -19% 35
NV
3237
Nair Vinay
$144M +$61.7M +75% 503
TWS
3238
Thomas W. Smith
$144M +$7.02M +5% 14
SAM
3239
Summit Asset Management
Tennessee
$144M +$5.26M +4% 93
CPA
3240
Capital Planning Advisors
California
$143M +$28.4M +25% 104
PMFA
3241
Plante Moran Financial Advisors
Michigan
$143M +$7.51M +6% 864
FDS
3242
First Dallas Securities
Texas
$143M -$10.3M -7% 116
QCI
3243
Quaker Capital Investments
Pennsylvania
$143M +$17.5M +14% 35
HCA
3244
Harbour Capital Advisors
Virginia
$143M +$3.77M +3% 224
WCWM
3245
Wooster Corthell Wealth Management
Connecticut
$143M +$10.1M +8% 23
RCA
3246
Restructuring Capital Associates
Connecticut
$143M -$33.8M -19% 17
LWM
3247
Lenox Wealth Management
Ohio
$143M -$10.4M -7% 162
NCM
3248
Newgate Capital Management
Connecticut
$143M -$8.41M -6% 126
CRM
3249
Capital Returns Management
New York
$143M +$5.52M +4% 20
ACM
3250
Axel Capital Management
New York
$143M +$40.7M +40% 39