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
FSA
3751
Financial Services Advisory
Maryland
$150M +$34.1M +29% 22
BFC
3752
Bedel Financial Consulting
Indiana
$150M +$13.9M +10% 748
JIC
3753
JRM Investment Counsel
Nebraska
$150M +$22.3M +17% 35
PA
3754
Parkside Advisors
California
$150M +$8.44M +6% 45
CAGAS
3755
Capital Advisory Group Advisory Services
Minnesota
$150M +$11.5M +8% 392
SJL
3756
Shayne & Jacobs LLC
Tennessee
$150M +$10.2M +7% 27
RCG
3757
Ruggie Capital Group
Florida
$150M -$48.3M -24% 353
MCA
3758
Morris Capital Advisors
Pennsylvania
$150M +$6.96M +5% 78
BRC
3759
Bishop Rock Capital
New York
$150M +$16.9M +13% 26
EA
3760
Elm Advisors
California
$149M +$19.2M +15% 297
CA
3761
Cumberland Advisors
Florida
$149M -$10.7M -7% 51
WIM
3762
Wilen Investment Management
Florida
$149M -$6.43M -4% 62
BP
3763
Broadleaf Partners
Ohio
$149M +$12.6M +9% 57
JAM
3764
Jolley Asset Management
North Carolina
$149M -$268K -0.2% 175
GA
3765
Greytown Advisors
Florida
$149M -$65.3M -30% 79
APG
3766
Abacus Planning Group
South Carolina
$149M +$15.9M +12% 162
IF
3767
IRON Financial
Illinois
$149M -$35.2M -19% 106
HAFS
3768
Hapanowicz & Associates Financial Services
Pennsylvania
$149M +$5.66M +4% 18
BIA
3769
Bigelow Investment Advisors
Maine
$149M +$2.29M +2% 157
SAMC
3770
Spectrum Asset Management (Connecticut)
Connecticut
$149M +$1.39M +0.9% 5
BIA
3771
BHK Investment Advisors
Alabama
$149M +$4.82M +3% 84
MMPW
3772
Mitchell McLeod Pugh & Williams
Alabama
$149M +$6.77M +5% 186
DE
3773
Day & Ennis
Georgia
$148M +$13.6M +10% 83
ATC
3774
Adirondack Trust Company
New York
$148M +$6.51M +5% 355
HM
3775
Harvest Management
New York
$148M +$21.2M +17% 108