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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
WAM
2951
Watermark Asset Management
California
$222M +$9.96M +5% 2.25% 261 5.75%
IP
2952
Intellectus Partners
California
$222M +$25.3M +13% 3.15% 111% 848 24.17%
IIC
2953
Integrated Investment Consultants
Michigan
$222M +$2.73M +1% 2.41% 59.1% 620 10.97%
KS
2954
Karpas Strategies
Connecticut
$222M +$2.92M +1% 1.73% 16.1% 124 4.84%
CCM
2955
Carderock Capital Management
Maryland
$222M +$5.5M +3% 5.68% 88.6% 77 5.19%
DLG
2956
Daniel L. Goodwin
$222M -$17.5M -7% 8.4% 72.6% 100 12%
PAS
2957
Partnervest Advisory Services
California
$222M +$80K +0% 1.82% 45.1% 216 15.74%
HP
2958
HT Partners
Connecticut
$221M +$4.8M +2% 2.72% 63.1% 23 13.04%
FRM
2959
Fore Research & Management
New York
$221M +$140M +172% 0.17% 1.94% 64 71.88%
NIC
2960
Northwest Investment Counselors
Oregon
$221M +$13.4M +6% 3.58% 32.4% 312 61.86%
TWMP
2961
Taylor Wealth Management Partners
Massachusetts
$221M -$3K -0% 4.9% 62% 173 8.67%
SM
2962
Salzhauer Michael
$221M +$11.7M +6% 2.32% 107% 172 10.47%
BA
2963
Bard Associates
Illinois
$220M +$5.25M +2% 4% 200% 197 11.68%
FMP
2964
Financial Management Professionals
Texas
$220M +$24.4M +12% 2.42% 62.1% 342 19.3%
PFP
2965
Patriot Financial Partners
Pennsylvania
$220M -$81.7M -27% 3.42% 16.6% 12 25%
WIM
2966
Wittenberg Investment Management
Massachusetts
$220M +$12.7M +6% 0.4% 86.2% 78 6.41%
NHC
2967
Nicholas Hoffman & Company
Georgia
$220M +$6.56M +3% 2.95% 55.2% 161 11.18%
BOS
2968
Bank of Stockton
California
$220M +$891K +0.4% 2.58% 59.8% 105 4.76%
BWP
2969
BSW Wealth Partners
Colorado
$220M +$17.7M +9% 3.01% 75.4% 86 19.77%
CIA
2970
Capital Impact Advisors
Massachusetts
$220M -$31.3M -12% 9.91% 158 5.06%
LPAM
2971
Legion Partners Asset Management
California
$220M +$36.9M +20% 14.8% 95.5% 15 46.67%
CCM
2972
Compton Capital Management
Rhode Island
$219M +$15.7M +8% 3.29% 75.6% 153 13.07%
PGC
2973
Pacific Grove Capital
California
$219M +$10M +5% 3.85% 9.9% 79 64.56%
WCMN
2974
Westchester Capital Management (Nebraska)
Nebraska
$219M +$10.9M +5% 1.72% 107% 35 8.57%
CBN
2975
Cadence Bank NA
Texas
$219M +$2.28M +1% 1.32% 33.3% 151 14.57%