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
BAM
3301
Boyar Asset Management
New York
$128M -$1.69M -1% 69
NG
3302
Northstar Group
New York
$128M 112
MCWS
3303
McKinley Carter Wealth Services
West Virginia
$128M +$22.4M +21% 104
RJA
3304
Robshaw & Julian Associates
New York
$127M +$527K +0.4% 35
BPV
3305
Battery Partners VIII
Massachusetts
$127M +$105M +482% 3
SCM
3306
Sio Capital Management
New York
$127M 30
PHAM
3307
Palisades Hudson Asset Management
Florida
$127M +$5.19M +4% 95
KCPG
3308
Kavar Capital Partners Group
Kansas
$127M +$10.2M +9% 131
BL
3309
Bolton LP
Connecticut
$127M -$38M -23% 63
PVMCI
3310
Polaris Venture Management Co IV
Massachusetts
$127M +$19M +18% 3
QGM
3311
Quality Growth Management
California
$127M +$3.06M +2% 28
RTS
3312
Round Table Services
New Jersey
$126M +$7.16M +6% 66
SCM
3313
Somerset Capital Management
United Kingdom
$126M -$10.2M -7% 14
DCM
3314
DAFNA Capital Management
California
$126M +$27.3M +27% 70
PVMCV
3315
Polaris Venture Management Co V
Massachusetts
$126M -$3.18M -2% 6
GIS
3316
Guardian Investor Services
New York
$126M +$1.96M +2% 503
FL
3317
Fort LP
Maryland
$126M 47
GWA
3318
Genesis Wealth Advisors
Massachusetts
$126M 505
EWMCB
3319
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$126M 79
GIM
3320
Greenwich Investment Management
Connecticut
$126M -$21.4M -15% 47
FA
3321
Fagan Associates
New York
$126M +$4.09M +3% 99
JCM
3322
JD Capital Management
Connecticut
$126M +$13.8M +12% 88
ILM
3323
Indigo Latam Management
Arizona
$126M +$4.73M +4% 1
DVC
3324
Deer VI & Co
New York
$126M -$36.2M -22% 3
BI
3325
Boulegeris Investments
Georgia
$126M +$3.1M +3% 47