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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)
PAM
2751
PVG Asset Management
Colorado
$238M +$1.27M +0.5% 2.93% – 119 30.25% 0.7
GIP
2752
Greatmark Investment Partners
Georgia
$238M +$7.91M +3% 3.55% 62% 100 12% 2.6
BCM
2753
Birmingham Capital Management
Alabama
$238M +$11.1M +5% 5.44% 103% 107 4.67% 3
LA
2754
Lynch & Associates
Indiana
$238M +$10.3M +5% 4.64% 73.5% 111 9.01% 3
WP
2755
WealthSource Partners
California
$238M -$36.5M -13% 0.79% 16.8% 302 33.44% 0.5
SCM
2756
Stonebridge Capital Management
California
$237M +$4.59M +2% 1.97% – 144 14.58% 2.4
ACS
2757
Archford Capital Strategies
Illinois
$237M -$5.42M -2% 2.79% 76.2% 814 21.87% 0.8
HFS
2758
Haverford Financial Services
Pennsylvania
$237M +$4.38M +2% 2.89% 57.9% 62 8.06% 2.1
PC
2759
Permanens Capital
New York
$237M +$31.7M +15% 4.95% 76.9% 16 56.25% 1.2
IAM
2760
Ion Asset Management
Israel
$237M +$18.1M +8% 10.3% 125% 16 18.75% 1.4
FWM
2761
Focused Wealth Management
New York
$237M +$9.26M +4% 4% 73.9% 780 14.36% 2.3
MG
2762
McCutchen Group
Washington
$237M -$2.98M -1% 1.42% 2.54% 18 0% 2.9
CGL
2763
Clarius Group LLC
Washington
$236M +$22M +10% 2.3% 92.1% 100 16% 0.8
Exencial Wealth Advisors
2764
Exencial Wealth Advisors
Oklahoma
$236M +$10.3M +5% 3.11% 58% 180 15.56% 1.6
UF
2765
Univest Financial
Pennsylvania
$236M +$15.2M +7% 7.65% 82.6% 102 14.71% 2.4
WPC
2766
White Pine Capital
Minnesota
$236M +$1.29M +0.5% 4.76% 143% 223 10.76% 2.6
Carrhae Capital
2767
Carrhae Capital
United Kingdom
$236M +$107M +83% 1.37% 159% 14 35.71% 0.4
PCP
2768
Proficio Capital Partners
Massachusetts
$236M +$62.5M +36% 2.16% 97% 1,245 13.73% 0.7
DWA
2769
Dorsey Wright & Associates
California
$236M +$25.2M +12% 9.53% 311% 178 65.17% 0.4
MKP Capital Management
2770
MKP Capital Management
New York
$236M +$187M +390% 5.04% 69.8% 9 88.89% 0
CIA
2771
Covington Investment Advisors
Pennsylvania
$236M +$15.9M +7% 4.95% 100% 89 7.87% 2.6
DE
2772
DFT Energy
New York
$236M – – 3.18% – 20 – 0
LYV
2773
Live Your Vision
Pennsylvania
$235M +$1.46M +0.6% 0.83% 17.9% 346 16.76% 0.7
MPEM
2774
Marathon Partners Equity Management
New York
$235M +$33.1M +16% 2.81% – 30 16.67% 1.9
ACM
2775
Argyle Capital Management
Pennsylvania
$235M +$4.56M +2% 4.58% 95.8% 123 2.44% 2.9