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
CA
2101
Capital Advantage
California
$344M +$62.3M +22% 83
SSWM
2102
Sheets Smith Wealth Management
North Carolina
$344M +$19M +6% 278
CCM
2103
Cohen Capital Management
California
$344M +$12.4M +4% 132
LLC
2104
Latimer Light Capital
New York
$343M +$36.5M +12% 29
HIM
2105
Hillsdale Investment Management
Ontario, Canada
$342M +$47.9M +16% 601
MRCM
2106
M&R Capital Management
New Jersey
$342M +$9.24M +3% 579
GPP
2107
Great Point Partners
Connecticut
$341M +$78.9M +30% 45
ECM
2108
EII Capital Management
New York
$341M -$22.6M -6% 135
LWA
2109
Lenox Wealth Advisors
New York
$340M +$6.2M +2% 281
RC
2110
RBO & Co
California
$339M +$5.22M +2% 56
MAM
2111
Mark Asset Management
New York
$339M +$10K +0% 56
LWMT
2112
Legacy Wealth Management (Tennessee)
Tennessee
$338M +$5.88M +2% 9
TF
2113
Tompkins Financial
New York
$338M +$21.6M +7% 597
QA
2114
Quantitative Advantage
Minnesota
$338M -$2.02M -0.6% 50
SCM
2115
Somerset Capital Management
United Kingdom
$338M +$48.9M +17% 10
LG
2116
LaFleur & Godfrey
Michigan
$338M +$8.75M +3% 75
ECA
2117
Encompass Capital Advisors
New York
$337M +$66.8M +25% 36
FBP
2118
Flippin Bruce & Porter
Virginia
$337M +$20.8M +7% 81
PSCM
2119
Prince Street Capital Management
New York
$337M -$112M -25% 46
VCP
2120
Vista Capital Partners
Oregon
$337M +$11.3M +3% 42
AAM
2121
ACK Asset Management
Connecticut
$336M +$82.3M +32% 35
OAM
2122
Oberweis Asset Management
Illinois
$336M -$9.76M -3% 215
BWFA
2123
Baltimore-Washington Financial Advisors
Maryland
$336M +$6.47M +2% 84
SAM
2124
Sheffield Asset Management
Illinois
$336M -$56.5M -14% 21
JAM
2125
JCIC Asset Management
Ontario, Canada
$336M -$25.1M -7% 89