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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)
DCM
2901
Divisar Capital Management
California
$294M -$11.8M -4% 1.75% 194% 30 10% 1.5
All Terrain Financial Advisors
2902
All Terrain Financial Advisors
Minnesota
$294M +$4.71M +2% 1.5% 71.1% 257 24.51% 1
Fairfield, Bush & Co
2903
Fairfield, Bush & Co
Connecticut
$294M -$7.77M -3% 3.74% 112% 152 4.61% 4.1
Noesis Capital Mangement
2904
Noesis Capital Mangement
Florida
$293M +$17M +6% 5.02% 128% 98 20.41% 3.8
Moon Capital Management
2905
Moon Capital Management
New York
$293M +$89M +44% 5.35% 76.3% 36 61.11% 1.4
BCH
2906
Berkshire Capital Holdings
California
$293M +$60.6M +26% 10.5% 2,748% 48 33.33% 0.6
CFSG
2907
Community Financial Services Group
Vermont
$293M -$1.05M -0.4% 2.82% – 90 27.78% 3.7
AMCA
2908
Arthur M. Cohen & Associates
Illinois
$292M +$12.1M +4% 4.4% 110% 120 9.17% 3
Proficio Capital Partners
2909
Proficio Capital Partners
Massachusetts
$292M +$11.9M +4% 4.3% 97% 2,190 29.09% 1.6
Cypress Asset Management
2910
Cypress Asset Management
Texas
$292M -$1.84M -0.6% 5.29% 141% 152 13.82% 4
Strid Group
2911
Strid Group
Pennsylvania
$292M +$18.9M +7% 2% 50.4% 26 15.38% 1.7
BRCA
2912
Birch Run Capital Advisors
Texas
$292M -$22.4M -7% 7.77% 8.22% 20 15% 2
Barry Investment Advisors
2913
Barry Investment Advisors
Massachusetts
$292M -$27.6M -9% 3.79% 66.7% 77 16.88% 2.4
RCM
2914
Rockshelter Capital Management
Pennsylvania
$292M +$3.04M +1% 4.86% 31.2% 39 5.13% 3.1
Formidable Asset Management
2915
Formidable Asset Management
Ohio
$291M +$36.3M +14% 5.28% 52.2% 369 88.62% 0.3
Hunter Associates Investment Management
2916
Hunter Associates Investment Management
Pennsylvania
$291M +$5.07M +2% 4.22% 76.1% 174 10.34% 4.1
Lucia Wealth Services
2917
Lucia Wealth Services
California
$291M -$1.14M -0.4% 4.91% 45.6% 200 22% 0.9
Ferox Capital Management
2918
Ferox Capital Management
United Kingdom
$290M +$156M +116% 0.07% 2.07% 49 8.16% 0.8
WIP
2919
Wellesley Investment Partners
Massachusetts
$290M -$1.25M -0.4% 3.19% 22.7% 127 21.26% 2.5
CL
2920
CIM LLC
New York
$290M +$18M +7% 7.09% 108% 121 21.49% 2.7
GCA
2921
Gideon Capital Advisors
New York
$290M +$10.1M +4% 4.85% 37.6% 500 78.8% 0.2
Hamilton Capital
2922
Hamilton Capital
Ohio
$290M +$67.4M +30% 0.13% – 55 36.36% 0.7
Cable Hill Partners
2923
Cable Hill Partners
Oregon
$289M -$12.3M -4% 2.73% 20.3% 837 86.02% 3.2
Sound Income Strategies
2924
Sound Income Strategies
Florida
$289M +$69.9M +32% 1.72% 31.4% 818 12.71% 1.2
Rowland Carmichael Advisors
2925
Rowland Carmichael Advisors
Arizona
$289M +$16.7M +6% 3.13% 39% 353 13.88% 1.8