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
WM
2076
WS Management
Florida
$795M -$90.4M -10% 72
HHAM
2077
HITE Hedge Asset Management
Massachusetts
$794M +$83.2M +12% 179
CA
2078
Callahan Advisors
Texas
$794M +$5.75M +0.7% 150
OAM
2079
Optimal Asset Management
California
$793M -$51.6M -6% 356
JMFC
2080
J.M. Forbes & Co
Massachusetts
$792M -$503K -0.1% 121
GP
2081
Girard Partners
Pennsylvania
$792M +$13.9M +2% 266
CT
2082
Caldwell Trust
Florida
$791M +$27.1M +4% 758
CIAS
2083
Capital Investment Advisory Services
North Carolina
$791M -$4.38M -0.6% 824
II
2084
Inspire Investing
Idaho
$791M +$31.2M +4% 980
PFC
2085
Phocas Financial Corp
California
$791M -$3.15M -0.4% 225
NCM
2086
Narwhal Capital Management
Georgia
$791M +$375K +0% 175
BRF
2087
B. Riley Financial
California
$790M +$31.7M +4% 53
PIM
2088
Perpetual Investment Management
Australia
$789M +$84.4M +12% 231
MCM
2089
Maple Capital Management
Vermont
$788M -$40.5M -5% 109
MOS
2090
MGO One Seven
Ohio
$788M +$72.7M +10% 652
NAS
2091
Nicolet Advisory Services
Wisconsin
$788M +$21.5M +3% 203
MAP
2092
Moody Aldrich Partners
Massachusetts
$788M +$76.4M +11% 191
RWM
2093
RKL Wealth Management
Pennsylvania
$788M -$6.5M -0.8% 132
CC
2094
Cypress Capital
Tennessee
$787M +$685M +669% 227
LRPA
2095
L. Roy Papp & Associates
Arizona
$787M -$5.11M -0.6% 175
PDN
2096
Pensionfund DSM Netherlands
Netherlands
$787M +$9.36M +1% 487
JCM
2097
Jacobi Capital Management
Pennsylvania
$786M +$29.7M +4% 1,528
LBD
2098
Landsberg Bennett & Dubbaneh
Florida
$785M +$14.2M +2% 301
OFG
2099
Oxford Financial Group
Indiana
$784M +$39M +5% 256
WFA
2100
Wipfli Financial Advisors
Wisconsin
$784M +$76.2M +11% 45