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 Avg Holding
Period (Yrs)
WAM
2551
Weatherly Asset Management
California
$239M +$23.2M +11% 5.94% 108% 207 34.3% 0.6
MFW
2552
Meristem Family Wealth
Minnesota
$238M +$9.98M +4% 3.92% 67.7% 113 9.73% 0.9
VCAM
2553
Van Cleef Asset Management
Ohio
$238M +$9.95M +4% 5.1% 87.3% 103 10.68% 0.9
BC
2554
Barnett & Company
Tennessee
$238M +$14.9M +7% 6.56% 65.9% 204 9.31% 0.9
RTIM
2555
Round Table Investment Management
North Carolina
$238M +$66.5M +39% 2.35% – 64 50% 0.3
CIPU
2556
Caledonia Investments plc (UK)
United Kingdom
$238M +$27.4M +13% 5.28% 61.9% 13 7.69% 0.9
SCM
2557
Stonerise Capital Management
California
$237M -$30.2M -11% 4.18% 0.77% 12 25% 0.7
GCM
2558
Grisanti Capital Management
New York
$237M +$7.51M +3% 2.26% 17.9% 63 6.35% 0.7
PCA
2559
PL Capital Advisors
Florida
$237M +$40.7M +21% 1.65% 100% 56 21.43% 0.8
HS
2560
Huntington Steele
Pennsylvania
$237M +$15.9M +7% 4.43% 69.8% 71 11.27% 0.9
ASN
2561
Advisory Services Network
Georgia
$236M +$42.3M +22% 5.17% 105% 272 34.56% 0.5
CAM
2562
CG Asset Management
New York
$236M +$14M +6% 8.75% 62.7% 150 26.67% 0.4
GPSPJS
2563
General Pension Society PZU Joint Stock
Poland
$236M +$12M +5% 5.63% 116% 16 0% 0.9
ACH
2564
Axis Capital Holdings
$235M +$81.5M +53% 4.04% 67% 5 0% 1
NAMP
2565
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$235M +$16.8M +8% 5.36% 73.1% 111 12.61% 0.8
KIA
2566
King Investment Advisors
Texas
$235M +$17M +8% 6.91% – 118 14.41% 0.8
EWA
2567
Exencial Wealth Advisors
Oklahoma
$235M -$4.25M -2% 5.66% 58% 156 12.18% 0.9
BHTS
2568
Bar Harbor Trust Services
Maine
$235M +$10.8M +5% 3.65% 86.4% 95 14.74% 0.8
X
2569
Xponance
Pennsylvania
$235M -$2.38M -1% 2.51% 144% 62 32.26% 0.3
CCMIC
2570
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$235M +$23M +11% 4.6% 77.8% 43 2.33% 0.3
AC
2571
Alexandria Capital
Virginia
$234M +$6.67M +3% 4.03% 66.8% 636 12.58% 0.9
HF
2572
Hoxton Financial
West Virginia
$234M -$2.4M -1% 2.88% 15.3% 348 11.78% 0.7
GFA
2573
Gallagher Fiduciary Advisors
Illinois
$234M +$16.2M +7% 7.35% 25.1% 3 0% 0.5
SWM
2574
SVA Wealth Management
Wisconsin
$234M +$22.1M +10% 3.95% 44.5% 171 11.11% 0.4
CICI
2575
Capital Investment Counsel Inc
North Carolina
$234M +$7.91M +4% 4.13% 153% 167 13.77% 0.9