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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)
Palouse Capital Management
2726
Palouse Capital Management
Washington
$300M +$4.58M +2% 3.53% 67.8% 109 17.43% 2
Martin & Co
2727
Martin & Co
Tennessee
$300M -$15M -5% 2.18% 67.8% 109 4.59% 3.8
Private Capital Advisors
2728
Private Capital Advisors
Connecticut
$300M +$12.2M +4% 1.23% 132% 113 19.47% 2.8
PCM
2729
Piermont Capital Management
Missouri
$300M -$5.12M -2% 1.02% 33.2% 270 24.44% 1.1
WrapManager Inc
2730
WrapManager Inc
California
$299M -$3.4M -1% 1.36% 64.6% 299 30.77% 1.5
IC
2731
Immersion Capital
United Kingdom
$299M +$13.6M +5% 28.3% 63.4% 6 66.67% 0.9
BC
2732
Blackstart Capital
New York
$298M +$47.5M +19% 2.68% 9% 39 48.72% 0.4
Avidian Wealth Enterprises
2733
Avidian Wealth Enterprises
Texas
$298M -$75.4M -20% 0.08% 71.7% 124 36.29% 1.3
Diker Management
2734
Diker Management
New York
$298M +$20.2M +7% 7.7% 210% 74 37.84% 1.6
Bristlecone Advisors
2735
Bristlecone Advisors
Washington
$298M -$17.7M -6% 0.31% 103% 149 16.78% 1.9
Northeast Financial Consultants
2736
Northeast Financial Consultants
Connecticut
$298M -$3.37M -1% 0.36% 63.8% 158 10.76% 2.6
Fusion Family Wealth
2737
Fusion Family Wealth
New York
$297M -$103M -26% 0.95% 58.2% 300 11.67% 0.8
OFG
2738
OTA Financial Group
New York
$297M +$43.5M +17% 2.64% 320% 98 76.53% 0.3
Dorchester Wealth Management
2739
Dorchester Wealth Management
Quebec, Canada
$297M -$19.5M -6% 5.44% 18.3% 113 15.93% 2.3
HA
2740
Harbor Advisors
Florida
$297M +$2.54M +0.9% 1.67% 125% 175 8% 1
Versor Investments
2741
Versor Investments
New York
$297M -$48.9M -14% 5.51% 240% 321 52.65% 0.3
RIM
2742
Regent Investment Management
Kentucky
$296M -$9.16M -3% 0.23% 44% 218 11.01% 3.2
LYV
2743
Live Your Vision
Pennsylvania
$296M -$2.83M -0.9% 1.14% 17.9% 300 13% 1.7
Dorsey Asset Management
2744
Dorsey Asset Management
Illinois
$296M +$18.4M +7% 3.28% 122% 11 27.27% 0.9
Bowie Capital Management
2745
Bowie Capital Management
Texas
$296M +$57.5M +24% 4.1% 31.6% 33 33.33% 0.9
Good Life Advisors
2746
Good Life Advisors
Pennsylvania
$295M -$27M -8% 1.64% 60% 240 12.5% 1
Veritas Investment Management (UK)
2747
Veritas Investment Management (UK)
United Kingdom
$295M +$23.6M +9% 0.61% 151% 48 25% 2.5
Intrepid Capital Management
2748
Intrepid Capital Management
Florida
$295M +$28.7M +11% 2.49% 70.2% 34 5.88% 2.8
BlueDrive Global Investors
2749
BlueDrive Global Investors
United Kingdom
$294M +$2.33M +0.8% 4.02% 25.6% 10 30% 0.2
Radnor Capital Management
2750
Radnor Capital Management
Pennsylvania
$294M -$18.5M -6% 3.47% 96.9% 188 9.57% 1.1