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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)
SLT
2951
St Louis Trust
Missouri
$188M +$4.86M +3% 3.62% 71.4% 63 22.22% 0.5
BOS
2952
Bank of Stockton
California
$188M +$4.42M +2% 2.14% 92.3% 125 20% 2.4
DWA
2953
Dorsey Wright & Associates
California
$188M -$553K -0.3% 8.55% 311% 140 41.43% 0.7
KIA
2954
Kopp Investment Advisors
Minnesota
$188M +$4.68M +3% 5.25% 109% 70 17.14% 2
CCM
2955
CrestPoint Capital Management
Missouri
$188M +$3.92M +2% 3.03% 42.6% 215 6.98% 1.3
NCIM
2956
New Century Investment Management
Michigan
$188M -$24.5M -12% 3.12% 103% 104 21.15% 1.2
CGL
2957
Clarius Group LLC
Washington
$188M +$7.24M +4% 1.18% 92.1% 93 17.2% 0.4
FPTW
2958
Franklin, Parlapiano, Turner & Welch
Texas
$188M +$5.95M +3% 3.57% 41.6% 134 20.15% 1.4
KWMG
2959
King Wealth Management Group
Florida
$187M +$1.62M +0.9% 2.9% 86% 110 8.18% 2
SSG
2960
Summit Securities Group
New York
$187M +$44.6M +31% 3.28% 136% 328 85.06% 0.1
CI
2961
Chartist Inc
California
$187M – – 2.69% – 43 – 1
SAC
2962
Smith Affiliated Capital
New York
$187M +$12.3M +7% 11.9% 6.89% 115 0% 1.4
KJHP
2963
K.J. Harrison & Partners
Ontario, Canada
$187M -$248K -0.1% 3.81% 140% 191 31.41% 1.3
RPA
2964
Rock Point Advisors
Vermont
$187M -$593K -0.3% 1.36% 82.8% 83 14.46% 2
GAM
2965
Gould Asset Management
California
$187M +$1.07M +0.6% 2.87% 42.8% 105 9.52% 2.2
HM
2966
Heronetta Management
New York
$186M +$29.5M +19% 21.4% 59.7% 35 8.57% 2.3
TI
2967
Telemetry Investments
New York
$186M -$157M -46% 6.98% 77.4% 149 53.69% 0.5
Simplicity Solutions
2968
Simplicity Solutions
Minnesota
$186M +$22.8M +14% 3.22% 37.1% 234 22.65% 0.6
WIP
2969
Wellesley Investment Partners
Massachusetts
$185M +$18.5M +11% 1.64% 22.7% 96 8.33% 0.4
UIM
2970
Underhill Investment Management
California
$185M -$13.1M -7% 2.85% 59.8% 22 22.73% 1.7
BPCM
2971
Beach Point Capital Management
California
$185M -$37.1M -17% 0.6% 110% 15 20% 1.1
HP
2972
HT Partners
Connecticut
$185M +$13.1M +8% 1.37% 63.1% 21 4.76% 1.4
CFA
2973
Capstone Financial Advisors
Illinois
$185M -$67.5M -27% 1.4% 54.5% 77 15.58% 1.5
GAM
2974
Gemmer Asset Management
California
$185M +$13.5M +8% 1.12% 90.5% 1,336 7.86% 1.9
KL
2975
KWMG LLC
Kansas
$185M +$15M +9% 2.35% 76.2% 147 10.88% 1.2