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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)
Canal Capital Management
2776
Canal Capital Management
Virginia
$490M -$4.06M -0.8% 1.14% 67.8% 155 7.74% 3.7
Gateway Advisory
2777
Gateway Advisory
New Jersey
$490M +$18.3M +4% 0.81% 26% 115 14.78% 1.8
Symmetry Investments
2778
Symmetry Investments
Jersey
$490M -$166M -25% 0.94% 148% 237 72.15% 0.3
Total Wealth Planning
2779
Total Wealth Planning
Ohio
$489M +$9.09M +2% 3.72% 37.2% 88 9.09% 2.3
Evermay Wealth Management
2780
Evermay Wealth Management
Virginia
$489M -$30.2M -6% 3.26% 56.2% 584 9.76% 2.7
BIM
2781
Bridgecreek Investment Management
Oklahoma
$489M -$33M -6% 1.56% 48.4% 100 7% 5
North Point Portfolio Managers
2782
North Point Portfolio Managers
Ohio
$489M -$15.7M -3% 1.34% 72.8% 51 9.8% 5.9
Roble Belko & Company
2783
Roble Belko & Company
Pennsylvania
$489M -$15M -3% 3.47% 53.3% 335 8.06% 4.6
BlueSky Wealth Advisors
2784
BlueSky Wealth Advisors
North Carolina
$489M -$8.71M -2% 3.27% 42.9% 81 17.28% 4.1
Atlas Merchant Capital
2785
Atlas Merchant Capital
New York
$489M -$60.7M -11% 0.76% 65.7% 136 34.56% 0.5
CCM
2786
Cohen Capital Management
California
$488M -$26.5M -5% 3.12% 91.5% 140 6.43% 6.4
12th Street Asset Management Company
2787
12th Street Asset Management Company
Tennessee
$488M -$8.2M -2% 0.8% 106% 34 5.88% 3
CIA
2788
Covington Investment Advisors
Pennsylvania
$488M -$12.7M -3% 3.51% 100% 78 7.69% 6.3
Proffitt & Goodson
2789
Proffitt & Goodson
Tennessee
$487M -$19.6M -4% 3.54% 48.5% 236 6.36% 4.2
Camden National Bank
2790
Camden National Bank
Maine
$487M -$23.9M -5% 4.65% 48.8% 120 2.5% 4.5
IQ EQ Fund Management
2791
IQ EQ Fund Management
Ireland
$487M -$39.5M -8% 4.43% 109% 261 12.26% 3.1
Sanders Morris Harris
2792
Sanders Morris Harris
Texas
$487M +$35.2M +8% 0.15% 85.8% 275 14.91% 1.4
Titleist Asset Management
2793
Titleist Asset Management
Texas
$487M -$21.6M -4% 3.96% 101% 237 15.19% 0.5
Fractal Investments
2794
Fractal Investments
Connecticut
$487M +$37.6M +8% 6.74% 74.2% 110 20% 1.1
Redpoint Management
2795
Redpoint Management
California
$486M -$155M -24% 10.4% 20.6% 11 9.09% 1.3
FAG
2796
Financial Advisory Group
Texas
$486M -$20.7M -4% 3.94% 20.6% 93 16.13% 5.4
Financial Partners Group (Kansas)
2797
Financial Partners Group (Kansas)
Kansas
$485M -$8.89M -2% 2.73% 76.7% 176 18.75% 2.4
Hanson & Doremus Investment Management
2798
Hanson & Doremus Investment Management
Vermont
$485M +$3.94M +0.8% 3.16% 86.3% 462 12.77% 6.2
LVW Advisors
2799
LVW Advisors
New York
$485M -$35.3M -7% 2.99% 79.1% 231 17.75% 3.4
CenterStar Asset Management
2800
CenterStar Asset Management
Illinois
$484M -$431M -47% 3.78% 104% 493 77.48% 0.4