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
OBGC
3476
O'Brien Greene & Co
Pennsylvania
$186M -$4.43M -2% 111
ARG
3477
Advisory Resource Group
Oklahoma
$186M +$3.84M +2% 81
CAM
3478
Covenant Asset Management
New Jersey
$186M -$2.16M -1% 139
PC
3479
PhiloSmith Capital
Connecticut
$186M +$14.2M +8% 43
CFD
3480
Creative Financial Designs
Indiana
$186M +$1.44M +0.8% 681
YMRC
3481
Yorktown Management & Research Company
Virginia
$186M -$79.2M -30% 359
TGM
3482
Tenzing Global Management
California
$186M +$610K +0.3% 29
WPP
3483
Whalerock Point Partners
Rhode Island
$186M +$10.4M +6% 153
PFA
3484
Pettinga Financial Advisors
Indiana
$186M -$6.81M -4% 94
WEO
3485
William E. Oberndorf
$185M -$19M -9% 11
SCM
3486
Shah Capital Management
North Carolina
$185M +$5.39M +3% 19
WAMC
3487
Western Asset Management Company
California
$185M +$8.67M +5% 23
SCA
3488
Stokes Capital Advisors
South Carolina
$185M +$8.77M +5% 77
VCM
3489
Voce Capital Management
California
$185M -$6.63M -3% 15
MFT
3490
Moisand Fitzgerald Tamayo
Florida
$185M +$1.14M +0.6% 294
BCM
3491
Bourgeon Capital Management
Connecticut
$185M +$12.2M +7% 244
MCM
3492
Monument Capital Management
Virginia
$184M -$1.2M -0.6% 91
MKC
3493
M. Kraus & Co
Vermont
$184M +$4.53M +3% 47
BCM
3494
Beck Capital Management
Texas
$184M -$5.5M -3% 118
CG
3495
Cynosure Group
Utah
$184M -$33.8M -16% 78
CFG
3496
Cambridge Financial Group
Ohio
$184M -$4.17M -2% 33
IVGAI
3497
Index Venture Growth Associates II
Jersey
$184M -$150M -45% 3
PWPS
3498
Pinnacle Wealth Planning Services
Ohio
$184M +$18M +11% 220
SM
3499
Soapstone Management
Maryland
$184M -$356K -0.2% 22
TFM
3500
Trimaran Fund Management
New York
$184M +$5.02M +3% 1