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
WPW
2426
Waldron Private Wealth
Pennsylvania
$219M 109
IMIM
2427
Irving Magee Investment Management
Pennsylvania
$219M +$21.9M +11% 51
KIA
2428
King Investment Advisors
Texas
$219M -$13.1M -6% 135
PFP
2429
Pinnacle Financial Partners
Tennessee
$219M +$17.8M +9% 245
TL
2430
TowerView LLC
New York
$219M +$12.6M +6% 22
TSBJ
2431
Trevor, Stewart, Burton & Jacobsen
New York
$219M +$25.1M +13% 61
SIA
2432
Spruce Investment Advisors
Connecticut
$219M +$79.5M +57% 23
CAM
2433
CG Asset Management
New York
$218M 126
RC
2434
Roundview Capital
New Jersey
$218M +$25.6M +13% 136
MCP
2435
Moab Capital Partners
New York
$218M +$49.8M +30% 37
WC
2436
Whitnell & Co
Illinois
$218M +$15.1M +7% 279
TSAM
2437
Trinity Street Asset Management
United Kingdom
$218M 10
MIM
2438
Merion Investment Management
Florida
$218M 15
FTIM
2439
Flowering Tree Investment Management
Singapore
$218M +$20.2M +10% 9
RAM
2440
Roanoke Asset Management
New Jersey
$218M +$11.5M +6% 116
PCM
2441
Peg Capital Management
New Hampshire
$217M +$21.3M +11% 35
MCM
2442
Matterhorn Capital Management
Texas
$217M +$17.2M +9% 58
JHWCP
2443
J.H. Whitney Capital Partners
Connecticut
$217M -$52.4M -19% 1
MBE
2444
Michael B. Elefante
$217M +$17.3M +9% 114
EWM
2445
Edge Wealth Management
New York
$216M +$52.6M +32% 403
RCM
2446
Regiment Capital Management
Massachusetts
$216M +$119M +124% 21
MMG
2447
Monetary Management Group
Missouri
$216M +$25.5M +13% 274
CCB
2448
Cutter & Co Brokerage
Missouri
$215M -$9.13M -4% 236
PAS
2449
Partnervest Advisory Services
California
$215M +$19M +10% 1,173
NAMP
2450
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$215M +$18.9M +10% 96