Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SIC
3301
SFE Investment Counsel
California
$226M +$44M +24% 26.1% 82.4% 108
CT
3302
Chicago Trust
Illinois
$226M +$28.3M +14% 15.7% 65.9% 177
S
3303
Surevest
California
$226M +$42.3M +23% 20% 24.6% 102
BFC
3304
Blue Fin Capital
Rhode Island
$226M +$44.7M +25% 23.3% 122
CC
3305
Cypress Capital
Tennessee
$226M 12.1% 28.2% 64
PWS
3306
Private Wealth Strategies
Ohio
$226M +$28.6M +15% 15.6% 18.7% 74
PCM
3307
Princeton Capital Management
New Jersey
$225M +$32.9M +17% 26.9% 147% 97
KC
3308
Kingfisher Capital
North Carolina
$225M +$30.3M +16% 18.2% 58.5% 160
SFS
3309
Summit Financial Strategies
Ohio
$225M +$40.6M +22% 21.1% 49.7% 70
JWCA
3310
J.W. Coons Advisors
Ohio
$225M +$35.1M +19% 18.8% 61.2% 199
HIC
3311
Holderness Investments Company
North Carolina
$225M +$47.8M +27% 19.4% 95% 177
WCG
3312
Wall Capital Group
Arizona
$224M +$36.6M +19% 19.1% 16.6% 25
CBFP
3313
Cedar Brook Financial Partners
Ohio
$224M +$44.4M +25% 20.8% 47% 297
BI
3314
Bulldog Investors
New Jersey
$224M +$34.7M +18% 24.7% 28.5% 172
AMG
3315
Advisors Management Group
Wisconsin
$224M +$15.5M +7% 8.8% 48.1% 96
FFM
3316
Fairmount Funds Management
Pennsylvania
$224M +$59.3M +36% 40.4% 1,169% 14
SAM
3317
Sycomore Asset Management
France
$224M +$15M +7% 25.6% 133% 45
SPIO
3318
Seven Post Investment Office
California
$224M +$33.1M +17% 16.9% 50.6% 42
DA
3319
Doliver Advisors
Texas
$224M +$21.4M +11% 22.2% 67% 196
RCM
3320
Rockshelter Capital Management
Pennsylvania
$224M +$18.6M +9% 21.5% 31.2% 43
PA
3321
Prism Advisors
California
$224M +$68.5M +44% 15.4% 39.1% 67
ACM
3322
Aubrey Capital Management
United Kingdom
$223M +$61.8M +38% 48.9% 227% 63
FBT
3323
First Bankers Trust
Kentucky
$223M +$29.9M +15% 15.3% 57.6% 119
SGCA
3324
Steel Grove Capital Advisors
Tennessee
$223M +$69.7M +45% 20.2% 76.8% 119
CGC
3325
Continental Grain Company
New York
$223M +$20M +10% 1.43% 3.89% 10