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
KLI
3351
Kelman-Lazarov Inc
Tennessee
$186M +$271K +0.1% 114
CA
3352
CastleArk Alternatives
Illinois
$186M +$15.9M +9% 60
ST
3353
Somerset Trust
Pennsylvania
$186M -$7.33M -4% 135
PGF
3354
Pelham Global Financials
United Kingdom
$186M +$36.8M +25% 9
CIC
3355
Chase Investment Counsel
Virginia
$186M -$6.7M -3% 100
EM
3356
ELCO Management
New York
$186M +$16.2M +10% 151
PWMAG
3357
Pinnacle Wealth Management Advisory Group
New Jersey
$186M +$9.36M +5% 156
BCM
3358
Bourgeon Capital Management
Connecticut
$186M +$2.98M +2% 81
PHAM
3359
Palisades Hudson Asset Management
Florida
$186M +$2.17M +1% 114
NRC
3360
North Run Capital
Massachusetts
$186M +$4.88M +3% 23
SM
3361
Selkirk Management
New Jersey
$186M +$6.76M +4% 19
WCA
3362
Westover Capital Advisors
Delaware
$186M +$1.86M +1% 117
WAS
3363
Winch Advisory Services
Wisconsin
$186M +$14.9M +9% 386
NAH
3364
Neumann Advisory (HK)
Hong Kong
$186M +$15.1M +9% 11
ECM
3365
EII Capital Management
New York
$185M +$14.2M +8% 241
OPA
3366
Old Port Advisors
Maine
$185M 167
CCM
3367
Crestwood Capital Management
New York
$185M +$17.2M +10% 29
FIM
3368
Fernwood Investment Management
Massachusetts
$185M +$6.05M +3% 163
SCI
3369
SkyBridge Capital II
New York
$185M -$20.7M -10% 42
FC
3370
Foundation Capital
California
$185M +$7.3M +4% 7
PC
3371
Permit Capital
Pennsylvania
$185M +$5M +3% 28
DAM
3372
Doheny Asset Management
California
$184M -$6.02M -3% 108
BOS
3373
Bank of Stockton
California
$184M -$54.8M -23% 110
KC
3374
Keenan Capital
California
$184M +$12.9M +8% 16
IF
3375
IRON Financial
Illinois
$184M +$28.4M +18% 101