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
KXA
4001
KPCB XV Associates
California
$232M -$655K -0.3% 4
ST
4002
Somerset Trust
Pennsylvania
$232M +$12.3M +6% 130
T
4003
Tinicum
New York
$232M +$17.9M +8% 2
CFA
4004
CWS Financial Advisors
Michigan
$232M +$60M +35% 147
CAWM
4005
Capital Advisors Wealth Management
Washington
$232M 90
MFT
4006
Moisand Fitzgerald Tamayo
Florida
$232M +$9.65M +4% 414
WA
4007
WP Advisors
California
$231M +$24.4M +12% 103
WHCM
4008
Wolf Hill Capital Management
Connecticut
$231M +$111M +93% 32
OC
4009
Oarsman Capital
Wisconsin
$231M -$26.3M -10% 200
PFG
4010
Piershale Financial Group
Illinois
$231M +$22.9M +11% 40
CSUI
4011
Cincinnati Specialty Underwriters Insurance
Ohio
$231M +$14.3M +7% 38
PC
4012
PhiloSmith Capital
Connecticut
$231M +$22M +11% 33
WCM
4013
Whitener Capital Management
North Carolina
$231M +$12.2M +6% 134
HI
4014
Helikon Investments
United Kingdom
$231M +$76.1M +49% 5
CCM
4015
Callodine Capital Management
Massachusetts
$230M +$26.8M +13% 41
CMP
4016
Courage Miller Partners
Virginia
$230M +$12.7M +6% 85
RAM
4017
Roanoke Asset Management
New Jersey
$230M +$18.9M +9% 106
NRI
4018
NFP Retirement Inc
California
$230M +$68.3M +42% 128
BWM
4019
Biltmore Wealth Management
Arizona
$230M +$36.5M +19% 67
PFSC
4020
Peoples Financial Services Corp
Pennsylvania
$230M +$12.5M +6% 308
QPWM
4021
Quadrant Private Wealth Management
Pennsylvania
$230M +$5.97M +3% 196
CI
4022
Cavalier Investments
Georgia
$230M +$11.2M +5% 121
GTCM
4023
Gyon Technologies Capital Management
New Jersey
$230M -$61M -21% 556
NFGCM
4024
Norman Fields Gottscho Capital Management
New York
$230M +$4.91M +2% 71
OWIM
4025
Old West Investment Management
California
$230M +$52.5M +30% 71