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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
CWM
2501
CIBC World Markets
New York
$244M +$115M +89% 16.5% 61 57.38%
NEPWA
2502
New England Private Wealth Advisors
Massachusetts
$244M +$5.45M +2% 3.32% 40.3% 107 9.35%
UPA
2503
Union Point Advisors
California
$243M +$24.9M +11% 8.14% 46 67.39%
BBI
2504
Baxter Bros Inc
Connecticut
$243M +$22.5M +10% 4.5% 68.8% 110 13.64%
SAM
2505
Shikiar Asset Management
New York
$242M +$14.2M +6% 6.51% 97.8% 130 24.62%
EVC
2506
Eidelman Virant Capital
Missouri
$242M +$25.6M +12% 7.65% 46.2% 209 25.84%
JCM
2507
Jasinkiewicz Capital Management
New Jersey
$242M -$35M -13% 20.4% 76 63.16%
MIP
2508
Marietta Investment Partners
Wisconsin
$241M -$17M -7% 7.69% 125% 131 21.37%
EWM
2509
Edge Wealth Management
New York
$241M +$1.64M +0.7% 4.61% 61.6% 463 30.89%
WA
2510
Waverly Advisors
Alabama
$240M +$19.2M +9% 4.39% 54.1% 785 17.71%
CCT
2511
Capital City Trust
Florida
$240M +$9.75M +4% 5.13% 78% 97 3.09%
NPGCU
2512
Napier Park Global Capital (US)
New York
$240M -$90.7M -27% 11.6% 237% 64 54.69%
HBT
2513
Hills Bank & Trust
Iowa
$240M +$5.62M +2% 3.31% 47.5% 80 3.75%
MBE
2514
Michael B. Elefante
$240M +$8.34M +4% 4.37% 156 13.46%
TIM
2515
Tortoise Investment Management
New York
$240M +$23M +11% 4.04% 33% 454 22.69%
TI
2516
Trigran Investments
Illinois
$239M +$11.2M +5% 3.1% 11.2% 31 38.71%
RP
2517
Realm Partners
New York
$239M +$65.4M +38% 10.7% 56 69.64%
AIC
2518
Argus Investors Counsel
New York
$239M -$4.38M -2% 4.5% 92.3% 52 0%
I2I
2519
Insight 2811 Inc
Illinois
$239M +$2.88M +1% 3.88% 22.2% 120 10.83%
GIP
2520
Greatmark Investment Partners
Georgia
$239M +$14.3M +6% 3.88% 62% 90 10%
WAM
2521
Weatherly Asset Management
California
$239M +$23.2M +11% 5.94% 108% 207 34.3%
MFW
2522
Meristem Family Wealth
Minnesota
$238M +$9.98M +4% 3.92% 67.7% 113 9.73%
VCAM
2523
Van Cleef Asset Management
Ohio
$238M +$9.95M +4% 5.1% 81.1% 103 10.68%
BC
2524
Barnett & Company
Tennessee
$238M +$14.9M +7% 6.56% 50.8% 204 9.31%
RTIM
2525
Round Table Investment Management
North Carolina
$238M +$66.5M +39% 2.35% 64 50%