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
PFPT
2451
Pinnacle Financial Partners (Tennessee)
Tennessee
$219M +$17.8M +9% 245
TL
2452
TowerView LLC
New York
$219M +$12.6M +6% 22
TSBJ
2453
Trevor, Stewart, Burton & Jacobsen
New York
$219M +$25.1M +13% 61
SIA
2454
Spruce Investment Advisors
Connecticut
$219M +$79.5M +57% 23
CAM
2455
CG Asset Management
New York
$218M 126
RC
2456
Roundview Capital
New Jersey
$218M +$25.6M +13% 136
MCP
2457
Moab Capital Partners
New York
$218M +$49.8M +30% 37
WC
2458
Whitnell & Co
Illinois
$218M +$15.1M +7% 279
TSAM
2459
Trinity Street Asset Management
United Kingdom
$218M 10
MIM
2460
Merion Investment Management
Florida
$218M 15
FTIM
2461
Flowering Tree Investment Management
Singapore
$218M +$20.2M +10% 9
RAM
2462
Roanoke Asset Management
New Jersey
$218M +$11.5M +6% 116
PCM
2463
Peg Capital Management
New Hampshire
$217M +$21.3M +11% 35
MCM
2464
Matterhorn Capital Management
Texas
$217M +$17.2M +9% 58
JHWCP
2465
J.H. Whitney Capital Partners
Connecticut
$217M -$52.4M -19% 1
MBE
2466
Michael B. Elefante
$217M +$17.3M +9% 114
EWM
2467
Edge Wealth Management
New York
$216M +$52.6M +32% 403
RCM
2468
Regiment Capital Management
Massachusetts
$216M +$119M +124% 21
X
2469
Xponance
Pennsylvania
$216M 39
MMG
2470
Monetary Management Group
Missouri
$216M +$25.5M +13% 274
CCB
2471
Cutter & Co Brokerage
Missouri
$215M -$9.13M -4% 236
PAS
2472
Partnervest Advisory Services
California
$215M +$19M +10% 1,173
NAMP
2473
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$215M +$18.9M +10% 96
LC
2474
Lilley & Co
Michigan
$215M +$23.9M +13% 108
BC
2475
Barnett & Company
Tennessee
$215M +$20.2M +10% 201