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
SWM
3401
Stockman Wealth Management
Montana
$124M +$7.65M +7% 81
LD
3402
Lipe & Dalton
New York
$124M +$2.85M +2% 79
AWW
3403
Alan W. Weber
$123M +$12.2M +11% 54
BSCM
3404
Baker Street Capital Management
California
$123M -$17.6M -12% 2
MSFP
3405
Mark Sheptoff Financial Planning
Connecticut
$123M +$9.33M +8% 454
QCM
3406
Quadrant Capital Management
New Jersey
$123M +$5.45M +5% 68
TFO
3407
Tarbox Family Office
California
$123M +$13.7M +13% 622
BCP
3408
Berkeley Capital Partners
Georgia
$123M 113
CNC
3409
Citizens & Northern Corp
Pennsylvania
$123M -$5.28M -4% 120
LF
3410
Lannebo Fonder
Sweden
$123M 19
V
3411
ValueWorks
New York
$122M -$19.8M -14% 35
TG
3412
TLP Group
Illinois
$122M 265
CFA
3413
Cahill Financial Advisors
Minnesota
$122M -$586K -0.5% 116
WAM
3414
Water Asset Management
New York
$122M -$52.3M -30% 24
FDS
3415
First Dallas Securities
Texas
$122M +$446K +0.4% 110
AMG
3416
Advisors Management Group
Wisconsin
$122M 62
VMI
3417
VHCP Management II
New York
$122M 15
CCM
3418
Cribstone Capital Management
Maine
$122M 106
LRIC
3419
Long Road Investment Counsel
Michigan
$122M +$4.38M +4% 71
SRF
3420
Silver Rock Financial
California
$121M -$40.6M -25% 38
NA
3421
NewEdge Advisors
Louisiana
$121M +$28.4M +30% 65
KAM
3422
Kavi Asset Management
New York
$121M 25
PAM
3423
Pope Asset Management
Tennessee
$121M -$39.4M -25% 31
SI
3424
Shaker Investments
Ohio
$121M -$6.5M -5% 89
PHIMC
3425
Private Harbour Investment Management & Counsel
Ohio
$121M -$937K -0.8% 84