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
OAM
3301
Occidental Asset Management
California
$226M +$27.4M +14% 157
AAI
3302
American Assets Inc
California
$226M +$11.6M +5% 12
SIC
3303
SFE Investment Counsel
California
$226M +$44M +24% 108
CT
3304
Chicago Trust
Illinois
$226M +$28.3M +14% 177
S
3305
Surevest
California
$226M +$42.3M +23% 102
BFC
3306
Blue Fin Capital
Rhode Island
$226M +$44.7M +25% 122
CC
3307
Cypress Capital
Tennessee
$226M 64
PWS
3308
Private Wealth Strategies
Ohio
$226M +$28.6M +15% 74
PCM
3309
Princeton Capital Management
New Jersey
$225M +$32.9M +17% 97
KC
3310
Kingfisher Capital
North Carolina
$225M +$30.3M +16% 160
SFS
3311
Summit Financial Strategies
Ohio
$225M +$40.6M +22% 70
JWCA
3312
J.W. Coons Advisors
Ohio
$225M +$35.1M +19% 199
HIC
3313
Holderness Investments Company
North Carolina
$225M +$47.8M +27% 177
WCG
3314
Wall Capital Group
Arizona
$224M +$36.6M +19% 25
CBFP
3315
Cedar Brook Financial Partners
Ohio
$224M +$44.4M +25% 297
BI
3316
Bulldog Investors
New Jersey
$224M +$34.7M +18% 172
AMG
3317
Advisors Management Group
Wisconsin
$224M +$15.5M +7% 96
FFM
3318
Fairmount Funds Management
Pennsylvania
$224M +$59.3M +36% 14
SAM
3319
Sycomore Asset Management
France
$224M +$15M +7% 45
SPIO
3320
Seven Post Investment Office
California
$224M +$33.1M +17% 42
DA
3321
Doliver Advisors
Texas
$224M +$21.4M +11% 196
RCM
3322
Rockshelter Capital Management
Pennsylvania
$224M +$18.6M +9% 43
PA
3323
Prism Advisors
California
$224M +$68.5M +44% 67
ACM
3324
Aubrey Capital Management
United Kingdom
$223M +$61.8M +38% 63
FBT
3325
First Bankers Trust
Kentucky
$223M +$29.9M +15% 119