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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)
ANBTV
2826
American National Bank & Trust (Virginia)
Virginia
$210M +$4.17M +2% 3.98% – 144 10.42% 1.1
SHWM
2827
Smith & Howard Wealth Management
Georgia
$209M +$16.6M +9% 1.37% 40.4% 56 28.57% 0.9
DAM
2828
Doheny Asset Management
California
$209M +$9.28M +5% 2.43% 135% 127 24.41% 1.1
MIM
2829
Montgomery Investment Management
Maryland
$209M +$64.2M +44% 1.29% 98.4% 80 13.75% 1.2
JWS
2830
Juncture Wealth Strategies
Arizona
$208M – – 3.22% 76.5% 71 – 0
T
2831
Tahithromos
New York
$208M -$177M -46% 2.03% 16.4% 49 65.31% 0.4
GTC
2832
Ghost Tree Capital
New York
$208M +$24.2M +13% 23.5% 265% 103 74.76% 0.2
KS
2833
Karpas Strategies
Connecticut
$208M +$8.26M +4% 3.98% 16.1% 125 8% 1.2
WCMN
2834
Westchester Capital Management (Nebraska)
Nebraska
$208M -$3.02M -1% 3.98% 107% 44 18.18% 1.3
WCA
2835
Whetstone Capital Advisors
Kansas
$208M +$5.97M +3% 2.68% 282% 42 42.86% 0.4
Armistice Capital
2836
Armistice Capital
New York
$208M – – 2.87% 79.7% 29 – 0
KIA
2837
Kopp Investment Advisors
Minnesota
$208M +$5.92M +3% 9.57% 109% 74 10.81% 1.1
Moneta Group Investment Advisors
2838
Moneta Group Investment Advisors
Missouri
$208M +$15.8M +8% 3.95% 64% 147 14.29% 1.2
RCP
2839
Rothschild Capital Partners
New York
$208M -$9.26M -4% 5.5% 90.8% 48 22.92% 1.1
GPP
2840
Great Point Partners
Connecticut
$208M -$25.1M -11% 4.2% 710% 46 58.7% 0.5
CICI
2841
Capital Investment Counsel Inc
North Carolina
$208M +$4.46M +2% 6.27% 153% 148 10.81% 1.3
PCM
2842
Panning Capital Management
New York
$208M -$361M -63% 11.6% 349% 19 78.95% 0.3
WCM
2843
Waterstone Capital Management
Minnesota
$207M -$22M -10% 3.78% 23.4% 27 37.04% 0.6
TFMS
2844
Trust & Fiduciary Management Services
Massachusetts
$207M -$24.2M -10% 6.05% – 46 21.74% 1.1
IHM
2845
Iguana Healthcare Management
New York
$207M +$19.7M +11% 18.5% 141% 83 54.22% 0.5
PWAP
2846
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$207M +$17.1M +9% 3.37% 58.5% 125 6.4% 1.3
BL
2847
BCWM LLC
Kansas
$207M +$7.52M +4% 0.51% – 104 19.23% 1.1
ACM
2848
Americafirst Capital Management
California
$206M +$3.48M +2% 3.96% 32.9% 323 80.19% 0.1
PAS
2849
Partnervest Advisory Services
California
$206M +$14.2M +7% 0.69% 45.1% 185 31.35% 1.1
RP
2850
Rowlandmiller & Partners
Georgia
$206M – – 6.35% 84% 124 – 0