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
CCM
2126
Cohen Capital Management
California
$331M -$2.58M -0.8% 129
CCC
2127
Chelsea Counsel Company
California
$331M -$88.7M -21% 167
UM
2128
Ulysses Management
New York
$331M +$23.3M +8% 56
PFM
2129
Phillips Financial Management
Indiana
$331M -$12.3M -4% 63
SSWM
2130
Sheets Smith Wealth Management
North Carolina
$331M +$35M +12% 246
TCM
2131
Twele Capital Management
Minnesota
$330M -$4.97M -1% 58
SCPM
2132
Sagard Capital Partners Management
New York
$329M +$42.5M +15% 12
SE
2133
Summit Equities
New Jersey
$329M +$22.3M +7% 26
BMM
2134
Berkshire Money Management
Massachusetts
$328M +$2.39M +0.7% 26
1M
2135
13D Management
New York
$328M -$47.6M -13% 37
AIM
2136
Arcadia Investment Management
Michigan
$327M +$176K +0.1% 296
CNBT
2137
Canandaigua National Bank & Trust
New York
$327M +$15.2M +5% 204
AI
2138
Alphabet Inc
California
$327M -$89.3M -21% 5
RC
2139
RBO & Co
California
$327M +$30.8M +10% 65
SCA
2140
Stillwater Capital Advisors
Pennsylvania
$326M +$33.1M +11% 84
NC
2141
NBW Capital
Massachusetts
$326M -$12.4M -4% 84
TCOT
2142
Trust Company of Toledo
Ohio
$326M +$11.3M +4% 177
BFIM
2143
Beese Fulmer Investment Management
Ohio
$324M +$20.3M +7% 150
BFS
2144
Baskin Financial Services
Ontario, Canada
$324M +$28.9M +10% 43
JA
2145
JLB & Associates
Michigan
$324M +$13.5M +4% 71
TCM
2146
TD Capital Management
Tennessee
$323M -$3.83M -1% 160
MCG
2147
Meru Capital Group
New York
$322M -$58.2M -15% 40
GFM
2148
Gramercy Funds Management
Connecticut
$322M +$27.6M +9% 81
SG
2149
Standard General
New York
$322M +$35.2M +12% 8
CPV
2150
Canaan Partners VII
Connecticut
$322M -$116M -27% 4