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
OPTFSNA
3401
Old Point Trust & Financial Services N A
Virginia
$177M -$7.85M -4% 80
SHJ
3402
Sharkey, Howes & Javer
Colorado
$177M +$5.7M +3% 244
GCA
3403
GSI Capital Advisors
California
$177M -$3.94M -2% 45
PCA
3404
Prospect Capital Advisors
California
$177M +$19.3M +12% 31
PWMAG
3405
Pinnacle Wealth Management Advisory Group
New Jersey
$177M -$4.36M -2% 156
BAM
3406
Brilliance Asset Management
Hong Kong
$177M -$156M -47% 7
MIC
3407
Meridian Investment Counsel
California
$177M -$8.28M -4% 193
CWM
3408
Connecticut Wealth Management
Connecticut
$177M -$10M -5% 67
JWM
3409
Janiczek Wealth Management
Colorado
$176M -$7.35M -4% 39
RCA
3410
Restructuring Capital Associates
Connecticut
$176M +$17M +11% 16
DSN
3411
D. Scott Neal
Kentucky
$176M +$9.27M +6% 187
RHFI
3412
Reilly Herbert Faulkner III
$176M -$8.21M -4% 46
CCM
3413
Crossvault Capital Management
Texas
$176M -$13.7M -7% 65
NR
3414
Newfound Research
Massachusetts
$176M -$12.6M -7% 286
HWCM
3415
Hudson Way Capital Management
Texas
$176M +$9.67M +6% 16
UMA
3416
USA Mutuals Advisors
Texas
$176M -$8.51M -5% 76
PVMCV
3417
Polaris Venture Management Co V
Massachusetts
$175M +$62M +55% 11
CM
3418
Cornerstone Management
Georgia
$175M -$22.1M -11% 53
SIG
3419
Schaller Investment Group
North Carolina
$175M -$26.1M -13% 44
PFA
3420
Pinnacle Family Advisors
Missouri
$175M -$41.6M -19% 82
GE
3421
General Electric
Ohio
$175M -$39.6M -18% 5
AAM
3422
Augustine Asset Management
Florida
$175M -$1.24M -0.7% 82
PFSC
3423
Peoples Financial Services Corp
Pennsylvania
$175M -$7.9M -4% 365
OFG
3424
Oxford Financial Group
Indiana
$175M +$28.5M +19% 36
LK
3425
Lumbard & Kellner
New Hampshire
$175M -$20.1M -10% 89