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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)
BWP
3001
BSW Wealth Partners
Colorado
$182M +$4.33M +2% 1.02% 75.4% 70 12.86% 2
FTIM
3002
Flowering Tree Investment Management
Singapore
$182M -$62.9M -26% 15% 47.4% 3 0% 2.6
PG
3003
Proffitt & Goodson
Tennessee
$181M +$6.57M +4% 1.4% 48.5% 46 6.52% 2.2
AWM
3004
Altavista Wealth Management
North Carolina
$181M +$4.04M +2% 1.71% 80.6% 135 18.52% 2
GCM
3005
Grisanti Capital Management
New York
$181M -$31.4M -15% 6.1% 17.9% 66 42.42% 1.5
HAM
3006
Harber Asset Management
North Carolina
$181M +$10M +6% 5.41% 63.6% 59 40.68% 0.9
RWM
3007
Raffa Wealth Management
District of Columbia
$181M +$6.45M +4% 1.14% 35.8% 886 6.66% 1.7
RBC
3008
Roble Belko & Company
Pennsylvania
$181M +$3.99M +2% 2.59% 53.3% 320 29.06% 0.9
GI
3009
Gavea Investimentos
Brazil
$181M +$36.9M +26% 25.2% 60.3% 13 84.62% 0.4
BEC
3010
Blue Edge Capital
Virginia
$181M +$12M +7% 2.48% 67.4% 81 7.41% 1.6
ZCA
3011
Zeke Capital Advisors
Pennsylvania
$180M -$4.4M -2% 2.77% 41% 24 41.67% 0.2
TCI Wealth Advisors
3012
TCI Wealth Advisors
Arizona
$180M -$219K -0.1% 3.74% 65% 1,527 20.69% 1.5
TCOO
3013
Trust Company of Oklahoma
Oklahoma
$180M +$279K +0.2% 3.39% 88.7% 107 11.21% 2.2
BC
3014
Barnett & Company
Tennessee
$180M -$10.1M -5% 0.96% 65.9% 418 7.66% 1
FBT
3015
First Bankers Trust
Kentucky
$180M -$58.9M -25% 5.92% 78.9% 148 19.59% 2.7
CPA
3016
Capital Planning Advisors
California
$180M -$28M -13% 2.31% 64.2% 102 5.88% 1.2
FAM
3017
Formidable Asset Management
Ohio
$180M +$37.4M +26% 1.33% 52.2% 527 74.76% 1.9
KL
3018
Kinsight LLC
Alabama
$180M +$5.72M +3% 2.21% 15.7% 36 11.11% 2.2
WKWM
3019
Walter & Keenan Wealth Management
Indiana
$179M +$5.04M +3% 3.8% 92% 144 9.03% 1.7
SCM
3020
Southport Capital Management
Tennessee
$179M +$23.5M +15% 2.03% 80% 559 72.99% 0.6
SCM
3021
Schnieders Capital Management
California
$179M +$9.78M +6% 4.98% 103% 148 12.16% 1.7
CCM
3022
Compton Capital Management
Rhode Island
$179M +$945K +0.5% 0.62% 75.6% 148 7.43% 2.5
CCM
3023
Courage Capital Management
Tennessee
$179M -$30.5M -15% 4.36% 86.5% 18 38.89% 1.1
CRM
3024
Capital Returns Management
New York
$179M -$55.8M -24% 6.52% 4.39% 22 31.82% 1.2
ACP
3025
Atalan Capital Partners
New York
$179M -$712K -0.4% 0.83% 319% 19 52.63% 0.3