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
BA
2351
Bard Associates
Illinois
$240M +$14.4M +6% 190
FBFS
2352
First Business Financial Services
Wisconsin
$240M +$52.7M +28% 56
VC
2353
V2 Capital
Illinois
$240M 36
SIPS
2354
Shelter Insurance Profit Sharing
Missouri
$240M +$16.3M +7% 47
IIM
2355
Ipswich Investment Management
Massachusetts
$239M +$17.2M +8% 151
GCM
2356
Grandmaster Capital Management
California
$239M +$34.9M +17% 20
MAM
2357
Marquette Asset Management
Minnesota
$239M +$19.7M +9% 88
PBT
2358
Pictet Bank & Trust
Bahamas
$239M 89
SSA
2359
South Street Advisors
New York
$239M +$30.4M +15% 59
GMA
2360
Goldstein Munger & Associates
California
$239M -$17.7M -7% 31
CCM
2361
Carlson Capital Management
Minnesota
$238M +$17.7M +8% 61
YL
2362
YCG LLC
Texas
$238M +$15.9M +7% 94
LCG
2363
Lisanti Capital Growth
New York
$238M +$18.4M +8% 151
BWM
2364
Baystate Wealth Management
Massachusetts
$238M +$26.1M +12% 44
FSA
2365
Financial Sense Advisors
California
$238M +$7.37M +3% 144
HRIA
2366
Haberer Registered Investment Advisor
Ohio
$238M -$42.2M -15% 505
ACP
2367
Aviance Capital Partners
Florida
$237M +$23.6M +11% 233
HL
2368
HeadInvest LLC
Maine
$237M +$7.95M +3% 102
PJSIMP
2369
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237M +$18M +8% 130
IC
2370
InterOcean Capital
Illinois
$237M +$40M +20% 99
CCM
2371
Castine Capital Management
Massachusetts
$236M +$27M +13% 51
AAM
2372
AR Asset Management
California
$236M +$10.1M +4% 113
VCM
2373
V3 Capital Management
Texas
$236M +$50.3M +27% 19
TFA
2374
Toth Financial Advisory
Virginia
$236M +$22.3M +10% 113
LIM
2375
Lathrop Investment Management
Arkansas
$236M +$22.4M +10% 58