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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
WCMN
2901
Westchester Capital Management (Nebraska)
Nebraska
$233M +$13.9M +6% 6.33% 107% 36 5.56%
SM
2902
Salzhauer Michael
$233M +$12.3M +6% 3.61% 107% 170 7.65%
HPWM
2903
Highland Private Wealth Management
Washington
$233M +$23.6M +11% 4.36% 19% 96 15.63%
FPTW
2904
Franklin, Parlapiano, Turner & Welch
Texas
$233M +$14.1M +6% 2.51% 41.6% 46 0%
SH
2905
Sandia Holdings
Connecticut
$233M +$18.5M +9% 4.29% 28 21.43%
MGIA
2906
Matthew Goff Investment Advisor
Texas
$233M +$121M +109% 3.33% 79.9% 70 47.14%
AFNAS
2907
American Financial Network Advisory Services
California
$233M 4.33% 782
WIM
2908
Wittenberg Investment Management
Massachusetts
$233M +$12.6M +6% 3.89% 86.2% 83 8.43%
MCM
2909
McRae Capital Management
New Jersey
$232M -$14M -6% 2.08% 59.2% 95 10.53%
RCP
2910
Rothschild Capital Partners
New York
$232M -$31.2M -12% 4.98% 81.8% 56 28.57%
KAS
2911
Kemnay Advisory Services
New York
$232M +$59.6M +34% 4.06% 153% 129 36.43%
DW
2912
Domani Wealth
Pennsylvania
$232M -$10.8M -4% 2.29% 48.6% 99 8.08%
FPS
2913
Fieldpoint Private Securities
Connecticut
$232M +$85.1M +58% 4.31% 47.2% 624 77.56%
BWA
2914
BlueSky Wealth Advisors
North Carolina
$232M +$15.5M +7% 2.53% 34% 54 7.41%
BCFA
2915
BP Capital Fund Advisors
Texas
$232M +$22.9M +11% 2.34% 17.9% 59 25.42%
LWM
2916
Lyell Wealth Management
California
$232M +$26.1M +13% 6.81% 99.6% 110 14.55%
TA
2917
Tiptree Advisors
New York
$231M -$47.7M -17% 1.34% 48 22.92%
NIC
2918
Northwest Investment Counselors
Oregon
$231M +$10.3M +5% 4.31% 32.4% 363 19.28%
RG
2919
Rikoon Group
New Mexico
$231M +$5.5M +2% 4.44% 63.3% 172 10.47%
CICI
2920
Capital Investment Counsel Inc
North Carolina
$231M +$5.61M +2% 5.17% 120% 159 11.32%
DAM
2921
Dorsey Asset Management
Illinois
$231M +$17.5M +8% 12.2% 92.5% 11 18.18%
SA
2922
Strategic Advisors
New York
$231M +$11.7M +5% 4.41% 78.5% 151 9.93%
WAM
2923
Watermark Asset Management
California
$230M +$8.22M +4% 3.35% 260 6.54%
EWM
2924
Evermay Wealth Management
Virginia
$230M +$4.82M +2% 3.59% 51% 106 12.26%
IIC
2925
Integrated Investment Consultants
Michigan
$230M +$8.56M +4% 3.96% 59.1% 663 14.48%