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
SWG
5726
Summit Wealth Group
Vermont
$63.2M -$4.1M -6% 236
PMAM
5727
Penn Mutual Asset Management
Pennsylvania
$63.2M -$16.8M -21% 93
OFS
5728
Orrstown Financial Services
Pennsylvania
$63.2M -$5.96M -9% 87
MTM
5729
Millennium TVP Management
New York
$62.5M -$13.8M -18% 6
NR
5730
Newfound Research
Massachusetts
$61.8M +$11.3M +22% 133
CIR
5731
Clear Investment Research
Georgia
$61.7M +$1.84M +3% 153
NVPX
5732
Norwest Venture Partners XIV
California
$60.4M -$26.2M -30% 2
JDR
5733
Jay D. Rosenbaum
$60.1M -$199K -0.3% 45
ICP
5734
Interchange Capital Partners
Pennsylvania
$59.8M -$4.86M -8% 109
FNBSF
5735
First National Bank Sioux Falls
South Dakota
$59.6M -$6.09M -9% 101
NVIM
5736
New Vernon Investment Management
Illinois
$58.9M +$4.3M +8% 36
DI
5737
DUMAC Inc
North Carolina
$58.3M -$30.5M -34% 36
CRCM
5738
Corbett Road Capital Management
Virginia
$57.7M +$1.08M +2% 110
HMS
5739
Hanseatic Management Services
New Mexico
$57.7M +$4.69M +9% 179
SR
5740
Summer Road
Florida
$56.2M -$23.5M -29% 1
BBCM
5741
Boardman Bay Capital Management
New York
$55.3M -$6.33M -10% 50
SAMC
5742
Spectrum Asset Management (Connecticut)
Connecticut
$55.2M -$6.4M -10% 5
CC
5743
Cedar Capital
Illinois
$54.9M -$2.97M -5% 58
SCA
5744
SMH Capital Advisors
Texas
$54.4M +$4.69M +9% 60
SSCA
5745
South Shore Capital Advisors
Massachusetts
$54.4M -$1.19M -2% 105
DIM
5746
DC Investments Management
Virginia
$53.7M +$11.2M +26% 66
ACM
5747
Arlington Capital Management
Illinois
$53.5M +$3.63M +7% 72
ECT
5748
Ebor Charitable Trust
Wyoming
$53.5M -$470K -0.9% 2
CC
5749
Colrain Capital
Massachusetts
$53.4M -$2.2M -4% 24
MSCM
5750
Marlin Sams Capital Management
New York
$53.1M 3