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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
WWM
2826
Windsor Wealth Management
Indiana
$344M +$29.5M +9% 6.27% 37.3% 203 16.75%
DACG
2827
Donor Advised Charitable Giving
California
$344M +$83.7M +32% 39.1% 365% 73 30.14%
III
2828
Independent Investors Inc
New York
$344M +$46.9M +16% 17.7% 61.6% 73 10.96%
KA
2829
KLCM Advisors
Wisconsin
$343M -$8.12M -2% 3.6% 97.4% 107 12.15%
SAM
2830
Sycomore Asset Management
France
$343M +$119M +53% 13.4% 151% 63 47.62%
BCA
2831
Biltmore Capital Advisors
New Jersey
$343M -$19M -5% 19.5% 80.4% 109 47.71%
FAM
2832
Formidable Asset Management
Ohio
$343M +$3.97M +1% 12.8% 52.2% 299 19.73%
TNA
2833
True North Advisors
Texas
$343M -$73.1M -18% 10.5% 86.9% 206 18.45%
CCM
2834
Cota Capital Management
California
$343M +$113M +49% 16.6% 46% 16 31.25%
ARMC
2835
American Research & Management Company
Massachusetts
$342M +$13M +4% 6.82% 35.1% 394 19.54%
OCG
2836
Opus Capital Group
Ohio
$342M +$15.6M +5% 5.56% 39.5% 124 12.9%
AMG
2837
Asset Management Group
Connecticut
$342M +$25.7M +8% 6.74% 45% 118 6.78%
PWW
2838
Pettyjohn Wood & White
Virginia
$342M +$29.1M +9% 8.22% 62.7% 143 2.8%
TF
2839
TimeScale Financial
Massachusetts
$342M +$18.5M +6% 6.71% 31.3% 539 21.71%
MC
2840
Martin & Co
Tennessee
$342M +$19.2M +6% 8.47% 57.2% 117 0.85%
IWA
2841
Intercontinental Wealth Advisors
Texas
$342M +$34M +11% 9.08% 46.7% 212 17.92%
MCPPUI
2842
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$341M +$105M +44% 10% 23 26.09%
BIM
2843
Bogle Investment Management
Massachusetts
$341M -$260M -43% 7.91% 181% 370 58.38%
RBC
2844
Roble Belko & Company
Pennsylvania
$341M +$7.46M +2% 6.65% 53.3% 359 17.83%
LIM
2845
Longfellow Investment Management
Massachusetts
$341M +$14.2M +4% 3.84% 49.9% 160 50%
CICI
2846
Capital Investment Counsel Inc
North Carolina
$341M +$81.7M +32% 15.6% 153% 189 13.76%
MTC
2847
Matrix Trust Company
Colorado
$341M -$51.8M -13% 4.68% 46.8% 32 28.13%
AFG
2848
Arkansas Financial Group
Arkansas
$340M +$23M +7% 4.45% 39.1% 41 9.76%
CA
2849
Cambridge Advisors
Nebraska
$340M +$20.2M +6% 6.28% 52.9% 153 9.8%
FPS
2850
Fieldpoint Private Securities
Connecticut
$339M +$42.9M +14% 8.88% 47.2% 288 17.71%