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
CSPIA
3576
Cary Street Partners Investment Advisory
Virginia
$305M -$4.18M -1% 323
ABG
3577
Ally Bridge Group
New York
$305M -$51.4M -14% 36
CWM
3578
CMH Wealth Management
New Hampshire
$305M +$5.46M +2% 47
RWG
3579
Ratio Wealth Group
Colorado
$305M +$26M +9% 63
HEIP
3580
Hudson Edge Investment Partners
New Jersey
$305M -$9.41M -3% 137
SIA
3581
SeaBridge Investment Advisors
New Jersey
$304M -$5.77M -2% 138
SACTSONJ
3582
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$304M -$4.03M -1% 226
YEPX
3583
Yorktown Energy Partners X
New York
$304M +$271M +819% 5
MRCM
3584
Mill Road Capital Management
Connecticut
$304M +$8.22M +3% 29
FNBOMD
3585
First National Bank of Mount Dora
Florida
$304M -$119K -0% 126
JAM
3586
JCIC Asset Management
Ontario, Canada
$304M -$84.4M -22% 126
MDCM
3587
Morgan Dempsey Capital Management
Wisconsin
$304M -$15.5M -5% 75
GTC
3588
Ghost Tree Capital
New York
$303M -$16.5M -5% 69
PCA
3589
Prospect Capital Advisors
California
$303M +$34.3M +13% 39
KS
3590
Karpas Strategies
Connecticut
$303M +$21.3M +8% 120
HIC
3591
Holderness Investments Company
North Carolina
$303M +$153K +0.1% 233
CM
3592
Columbus Macro
Pennsylvania
$303M -$18.7M -6% 175
PWA
3593
Peterson Wealth Advisors
Utah
$303M +$20.6M +7% 54
MWP
3594
Moller Wealth Partners
$303M -$1.91M -0.6% 48
BP
3595
Broadleaf Partners
Ohio
$302M +$14.5M +5% 75
FCM
3596
Firestone Capital Management
Florida
$302M +$25.1M +9% 490
ACM
3597
Argyle Capital Management
Pennsylvania
$302M -$7.49M -2% 130
FWSM
3598
First Wilshire Securities Management
California
$302M +$16M +6% 88
SAM
3599
Smithbridge Asset Management
Pennsylvania
$302M -$5.47M -2% 116
LKIM
3600
Lawson Kroeker Investment Management
Nebraska
$301M -$14.5M -5% 61