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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
WI
2726
WrapManager Inc
California
$282M -$31.7M -10% 8.4% 64.6% 308 24.35%
TM
2727
Tikvah Management
North Carolina
$282M -$52.8M -16% 15.3% 169% 21 14.29%
MAM
2728
Morse Asset Management
Connecticut
$282M -$97.8M -26% 14.9% 222% 145 24.83%
NC
2729
NBW Capital
Massachusetts
$282M -$90M -24% 17.6% 86% 77 10.39%
SC
2730
Spinnaker Capital
Massachusetts
$281M -$226M -45% 39.3% 12.4% 3 33.33%
WIP
2731
Wellesley Investment Partners
Massachusetts
$281M -$25.9M -8% 8.2% 22.7% 135 17.04%
AIS
2732
American Investment Services
Massachusetts
$281M -$15.8M -5% 7.12% 63.1% 129 20.93%
PFBT
2733
Parkside Financial Bank & Trust
Missouri
$280M -$8.51M -3% 13.7% 73.6% 1,692 13.95%
SGA
2734
Strategic Global Advisors
California
$280M -$49.6M -15% 12% 137% 207 25.12%
OCA
2735
Otter Creek Advisors
Florida
$279M -$123M -31% 15.4% 173% 89 47.19%
GIP
2736
Greatmark Investment Partners
Georgia
$279M -$38.5M -12% 13% 62% 131 9.16%
CA
2737
Cumberland Advisors
Florida
$279M +$130M +87% 18.1% 73.5% 89 74.16%
PCA
2738
Private Capital Advisors
Connecticut
$279M -$83.3M -23% 11.1% 138% 100 12%
TB
2739
Terril Brothers
Missouri
$279M -$45.6M -14% 15.9% 94.4% 56 10.71%
CBOR
2740
Community Bank of Raymore
Missouri
$279M -$33.9M -11% 10.3% 89.6% 54 9.26%
VFP
2741
Verus Financial Partners
Virginia
$279M $0 0% 10.5% 41.6% 51 0%
WA
2742
Wealth Architects
California
$278M -$45.8M -14% 14.3% 80.1% 145 20%
EAMA
2743
EFG Asset Management (Americas)
Florida
$278M -$70.8M -20% 14.4% 112% 114 12.28%
JPMIA
2744
J.P. Marvel Investment Advisors
Massachusetts
$277M 12.9% 183% 77
RCM
2745
Radnor Capital Management
Pennsylvania
$277M -$37.3M -12% 8.93% 86.6% 186 10.22%
BPWA
2746
Beacon Pointe Wealth Advisors
California
$277M 12.9% 220
RCIM
2747
Russell Clark Investment Management
United Kingdom
$277M -$148M -35% 1.38% 172% 69 55.07%
HDIM
2748
Hanson & Doremus Investment Management
Vermont
$277M -$43M -13% 11.5% 80.8% 477 9.22%
ODCM
2749
Old Dominion Capital Management
Virginia
$277M -$51.8M -16% 10.3% 45.9% 152 11.84%
KWMG
2750
King Wealth Management Group
Florida
$276M -$43.4M -14% 13.8% 86% 145 22.07%