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
MPIM
5426
McGinn Penninger Investment Management
Virginia
$151M +$12.5M +9% 41
TPM
5427
Totem Point Management
New York
$151M -$2.29M -1% 18
NHFG
5428
New Harbor Financial Group
Massachusetts
$151M +$7.92M +6% 25
SAMT
5429
Select Asset Management & Trust
Pennsylvania
$151M +$12.6M +9% 68
FP
5430
Factorial Partners
New York
$151M +$4.08M +3% 102
MA
5431
Mangham Associates
Virginia
$151M -$4.25M -3% 8
RCM
5432
Rutabaga Capital Management
Massachusetts
$151M -$55.5M -27% 54
P2P
5433
Phase 2 Partners
California
$151M 19
PWS
5434
Peterson Wealth Services
Utah
$151M 87
GPA
5435
Garrison Point Advisors
California
$151M +$13.1M +10% 157
ACM
5436
Ardent Capital Management
Ohio
$151M 28
SIS
5437
SVB Investment Services
Utah
$150M +$406K +0.3% 39
TWS
5438
Thomas W. Smith
$150M +$4.94M +3% 8
WAM
5439
WealthTrust Asset Management
Florida
$150M +$38M +34% 81
SFS
5440
Solitude Financial Services
Virginia
$150M +$5.11M +4% 43
BI
5441
Berkeley Inc
Idaho
$150M +$14.4M +11% 94
PM
5442
Prosight Management
Texas
$150M -$20.7M -12% 53
PD
5443
Planning Directions
Pennsylvania
$150M +$12.8M +9% 78
CCFM
5444
Cohen & Co Financial Management
New York
$150M -$81.9M -35% 189
BAM
5445
Beaumont Asset Management
Texas
$150M +$15.7M +12% 71
BOM
5446
Bank of Marin
California
$150M +$13.4M +10% 127
CAMV
5447
Concord Asset Management (Virginia)
Virginia
$150M 46
HPCM
5448
High Pointe Capital Management
Illinois
$150M +$23.5M +19% 97
ORC
5449
O'Rourke & Company
Massachusetts
$150M 119
RDFA
5450
Ritter Daniher Financial Advisory
Ohio
$150M +$13.3M +10% 260