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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 Avg Holding
Period (Yrs)
WPP
2626
Whalerock Point Partners
Rhode Island
$245M +$8.69M +4% 1.01% 103% 156 14.1% 1
ECM
2627
Exchange Capital Management
Michigan
$245M +$6.62M +3% 2.52% 57.8% 373 77.21% 1.4
ATC
2628
Argent Trust Company
Louisiana
$245M -$1.05M -0.4% 0.36% – 153 5.88% 1.4
HCP
2629
Holt Capital Partners
Texas
$245M +$10.3M +4% 0.48% 69.5% 255 11.37% 0.6
TAM
2630
Tealwood Asset Management
Minnesota
$244M -$9.7M -4% 2.94% 128% 86 9.3% 1.3
BO
2631
BRR OpCo
Ohio
$244M -$6.74M -3% 1.77% 23.6% 106 10.38% 1.5
MPEM
2632
Marathon Partners Equity Management
New York
$244M -$19.2M -7% 3.32% – 33 33.33% 0.8
DVC
2633
Deer VII & Co
New York
$244M -$91.7M -27% 3.01% 241% 7 0% 1
CA
2634
Capital Advantage
California
$244M +$1.13M +0.5% 1.17% 49.2% 72 11.11% 0.9
Klingman & Associates
2635
Klingman & Associates
New York
$243M +$2.52M +1% 0.29% 59.3% 407 13.76% 0.2
CPA
2636
Cowen Prime Advisors
New York
$243M -$10.9M -4% 3.43% 116% 362 20.72% 1.2
EA
2637
Echinus Advisors
New York
$242M +$58.3M +32% 14.7% 91.4% 10 10% 0.3
AC
2638
Argentiere Capital
Switzerland
$242M -$284M -54% 13.5% 1.96% 63 74.6% 0.2
NCM
2639
Noesis Capital Mangement
Florida
$242M +$2.97M +1% 0.33% 128% 112 7.14% 1.4
SAM
2640
SignalPoint Asset Management
Missouri
$242M +$19.6M +9% 3.48% 36% 203 20.2% 1.1
PWW
2641
Pettyjohn Wood & White
Virginia
$241M -$464K -0.2% 0.52% 70.9% 129 8.53% 1.3
HIS
2642
Horizon Investment Services
Indiana
$241M +$29.9M +14% 8.38% 250% 167 40.72% 0.7
BCB
2643
Brian C. Broderick
$241M +$4.97M +2% 0.05% 98.6% 110 10.91% 1.4
VC
2644
V2 Capital
Illinois
$241M -$887K -0.4% 0.37% – 53 41.51% 0.8
BFIC
2645
Bedell Frazier Investment Counselling
California
$241M +$36.8M +18% 5.51% 72.5% 82 46.34% 0.6
PSC
2646
Piper Sandler & Co
Minnesota
$241M +$35.7M +17% 1.17% 0.04% 186 70.43% 0.2
LWMT
2647
Legacy Wealth Management (Tennessee)
Tennessee
$241M -$38.2M -14% 1.92% 46.9% 8 12.5% 1.1
CV
2648
Clarus Ventures
Massachusetts
$241M -$110M -31% 1.4% 70.3% 8 12.5% 0.9
SIPS
2649
Shelter Insurance Profit Sharing
Missouri
$240M -$13.7M -5% 1.49% – 44 13.64% 1.6
RCP
2650
Rho Capital Partners
New York
$240M +$14.4M +6% 11.5% – 7 14.29% 1.2