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
AIM
4076
Aspen Investment Management
Michigan
$115M -$45M -28% 133
SFI
4077
Sonic Fund II
Hawaii
$115M +$18M +19% 13
SIS
4078
SVB Investment Services
Utah
$115M +$9.9M +9% 57
IC
4079
Investment Counsel
Michigan
$115M -$24.3M -17% 55
BC
4080
Belmont Capital
California
$115M -$6.75M -6% 62
TIA
4081
Tiemann Investment Advisors
California
$115M -$31.3M -21% 186
FAM
4082
Foothills Asset Management
Arizona
$115M -$24.8M -18% 68
AI
4083
AdvisorShares Investments
Maryland
$115M -$45.6M -28% 139
HFRG
4084
Houlihan Financial Resource Group
Virginia
$115M -$39.5M -26% 95
GGI
4085
GPM Growth Investors
Michigan
$115M -$22.9M -17% 42
AWM
4086
AllSquare Wealth Management
New York
$115M -$28.4M -20% 493
RPG
4087
Resource Planning Group
Georgia
$115M -$59.6M -34% 60
CHA
4088
Cooper/Haims Advisors
New York
$115M -$66.9M -37% 56
KCM
4089
Kempner Capital Management
Texas
$115M -$39.6M -26% 54
FRGX
4090
First Reserve GP XIII
Connecticut
$115M -$193M -63% 1
PCM
4091
Pathway Capital Management
California
$115M -$81.5M -42% 11
NSB
4092
Norway Savings Bank
Maine
$115M -$23M -17% 274
AU
4093
Algebris (UK)
United Kingdom
$115M -$12.9M -10% 40
CCM
4094
Cox Capital Management
Massachusetts
$115M +$4.75M +4% 185
NF
4095
Nikulski Financial
Iowa
$115M -$23.6M -17% 113
SIM
4096
Sterling Investment Management
Arizona
$115M -$36M -24% 73
BAM
4097
Baldrige Asset Management
Pennsylvania
$115M -$6.61M -5% 90
BU
4098
Brown University
Rhode Island
$115M -$69.1M -38% 14
FA
4099
Financial Advantage
Maryland
$114M -$31.4M -22% 112
LWM
4100
Liberty Wealth Management
California
$114M -$12.4M -10% 1,034