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
RA
3301
RMR Advisors
Massachusetts
$227M +$29.4M +15% 113
PCM
3302
Punch Card Management
Florida
$227M +$28.3M +14% 4
NIF
3303
Nalanda India Fund
Mauritius
$227M +$49.5M +28% 1
EA
3304
Emerald Advisors
Washington
$227M +$5.36M +2% 77
SHJ
3305
Sharkey, Howes & Javer
Colorado
$226M +$34.7M +18% 73
AC
3306
Avestar Capital
New York
$226M +$43.2M +24% 209
LS
3307
Liquid Strategies
Georgia
$226M +$27.3M +14% 7
OAM
3308
Occidental Asset Management
California
$226M +$27.4M +14% 157
AAI
3309
American Assets Inc
California
$226M +$11.6M +5% 12
SIC
3310
SFE Investment Counsel
California
$226M +$44M +24% 108
CT
3311
Chicago Trust
Illinois
$226M +$28.3M +14% 177
S
3312
Surevest
California
$226M +$42.3M +23% 102
BFC
3313
Blue Fin Capital
Rhode Island
$226M +$44.7M +25% 122
CC
3314
Cypress Capital
Tennessee
$226M 64
PWS
3315
Private Wealth Strategies
Ohio
$226M +$28.6M +15% 74
PCM
3316
Princeton Capital Management
New Jersey
$225M +$32.9M +17% 97
KC
3317
Kingfisher Capital
North Carolina
$225M +$30.3M +16% 160
SFS
3318
Summit Financial Strategies
Ohio
$225M +$40.6M +22% 70
JWCA
3319
J.W. Coons Advisors
Ohio
$225M +$35.1M +19% 199
HIC
3320
Holderness Investments Company
North Carolina
$225M +$47.8M +27% 177
WCG
3321
Wall Capital Group
Arizona
$224M +$36.6M +19% 25
CBFP
3322
Cedar Brook Financial Partners
Ohio
$224M +$44.4M +25% 297
BI
3323
Bulldog Investors
New Jersey
$224M +$34.7M +18% 172
AMG
3324
Advisors Management Group
Wisconsin
$224M +$15.5M +7% 96
FFM
3325
Fairmount Funds Management
Pennsylvania
$224M +$59.3M +36% 14