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
CBB
2126
Citizens Business Bank
California
$713M +$34.5M +5% 252
SP
2127
Stairway Partners
Illinois
$713M +$53M +8% 10
NAS
2128
Nicolet Advisory Services
Wisconsin
$713M -$405K -0.1% 188
FFA
2129
Fragasso Financial Advisors
Pennsylvania
$712M +$41.5M +6% 141
COCM
2130
Charter Oak Capital Management
New Hampshire
$712M +$52.7M +8% 880
CA
2131
CSM Advisors
Pennsylvania
$711M 89
ML
2132
McAdam LLC
Pennsylvania
$709M +$56M +9% 172
CWM
2133
Cabot Wealth Management
Massachusetts
$709M +$57.8M +9% 167
SFG
2134
SNS Financial Group
Minnesota
$709M +$30.5M +4% 204
MMC
2135
Mizuho Markets Cayman
Cayman Islands
$708M +$117M +20% 61
CIAS
2136
Capital Investment Advisory Services
North Carolina
$708M +$34.7M +5% 780
TCM
2137
Tygh Capital Management
Oregon
$707M +$64.7M +10% 100
AHC
2138
Anderson Hoagland & Co
Missouri
$707M +$76.6M +12% 113
OWM
2139
Orgel Wealth Management
Wisconsin
$706M +$219M +45% 58
HSC
2140
Harbor Spring Capital
New York
$705M -$354M -33% 27
CCG
2141
Cypress Capital Group
Florida
$705M +$40.9M +6% 295
TA
2142
Teton Advisors
New York
$704M -$7.45M -1% 412
TCP
2143
ThornTree Capital Partners
Massachusetts
$704M -$62.1M -8% 35
SCM
2144
Simcoe Capital Management
New York
$704M +$76.5M +12% 16
BSCM
2145
Berry Street Capital Management
United Kingdom
$704M +$337M +92% 147
CFIA
2146
Cantor Fitzgerald Investment Advisors
New York
$703M -$822K -0.1% 67
NSEDCP
2147
NJ State Employees Deferred Compensation Plan
New Jersey
$703M +$55.1M +9% 521
EPM
2148
Elm Partners Management
Pennsylvania
$703M +$33.9M +5% 42
CL
2149
CRV LLC
California
$703M -$525M -43% 8
HIC
2150
Harvey Investment Company
Kentucky
$702M -$7.3M -1% 94