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
I
3476
INVST
Indiana
$171M +$15.8M +10% 53
AAM
3477
Augustine Asset Management
Florida
$171M -$3.68M -2% 80
BCP
3478
Berkeley Capital Partners
Georgia
$171M -$2.19M -1% 123
LCM
3479
Liberty Capital Management
Michigan
$171M +$5.64M +3% 111
LK
3480
Lumbard & Kellner
New Hampshire
$171M -$3.73M -2% 84
PFA
3481
Pathway Financial Advisors
Vermont
$170M -$922K -0.5% 447
PCFFS
3482
Pacific Center for Financial Services
California
$170M +$6.28M +4% 332
CFD
3483
Creative Financial Designs
Indiana
$170M +$14.1M +9% 823
PW
3484
Peninsula Wealth
California
$170M +$2.4M +1% 32
CSA
3485
Cottage Street Advisors
Massachusetts
$170M +$6.41M +4% 97
AFA
3486
Alta Fundamental Advisers
New York
$170M -$19.8M -10% 26
SIAP
3487
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$169M +$6.56M +4% 420
MCM
3488
Mengis Capital Management
Oregon
$169M +$1.96M +1% 124
NME
3489
Notis-McConarty Edward
$169M +$1.9M +1% 86
XGI
3490
XL Group Investments
Bermuda
$169M +$12.2M +8% 6
GL
3491
Globe Life
Texas
$169M +$5.76M +4% 1
SCP
3492
Seafarer Capital Partners
California
$169M -$42.7M -20% 3
PCM
3493
Proxima Capital Management
New York
$169M -$14M -8% 44
CIM
3494
Courant Investment Management
Tennessee
$169M +$8.74M +5% 17
PAM
3495
PVG Asset Management
Colorado
$169M -$10.4M -6% 128
CMP
3496
Courage Miller Partners
Virginia
$169M +$3.57M +2% 66
DVC
3497
Deer VIII & Co
New York
$168M -$32.6M -16% 1
CI
3498
Caerus Investors
New York
$168M +$20.7M +14% 44
SC
3499
Schulhoff & Co
Ohio
$168M -$2.01M -1% 110
BDWM
3500
Brewin Dolphin Wealth Management
Ireland
$168M +$6.06M +4% 192