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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)
KS
3001
Karpas Strategies
Connecticut
$222M +$2.92M +1% 1.74% 16.1% 124 4.84% 3.3
CCM
3002
Carderock Capital Management
Maryland
$222M +$5.5M +3% 5.67% 88.6% 77 5.19% 3
DLG
3003
Daniel L. Goodwin
$222M -$17.5M -7% 8.37% 72.6% 100 12% 2.4
PAS
3004
Partnervest Advisory Services
California
$222M +$80K +0% 1.82% 45.1% 216 15.74% 2
HP
3005
HT Partners
Connecticut
$221M +$4.8M +2% 2.72% 63.1% 23 13.04% 2
FRM
3006
Fore Research & Management
New York
$221M +$140M +172% 0.17% 1.94% 64 71.88% 0.1
NIC
3007
Northwest Investment Counselors
Oregon
$221M +$13.4M +6% 3.58% 32.4% 312 61.86% 1.3
TWMP
3008
Taylor Wealth Management Partners
Massachusetts
$221M -$3K -0% 4.9% 62% 173 8.67% 1.6
SM
3009
Salzhauer Michael
$221M +$11.7M +6% 2.32% 107% 172 10.47% 2.2
BA
3010
Bard Associates
Illinois
$220M +$5.25M +2% 4% 241% 197 11.68% 2.6
FMP
3011
Financial Management Professionals
Texas
$220M +$24.4M +12% 2.42% 62.1% 342 19.3% 2.5
PFP
3012
Patriot Financial Partners
Pennsylvania
$220M -$81.7M -27% 3.42% 16.6% 12 25% 2.5
WIM
3013
Wittenberg Investment Management
Massachusetts
$220M +$12.7M +6% 0.4% 89.9% 78 6.41% 0.5
Nicholas Hoffman & Company
3014
Nicholas Hoffman & Company
Georgia
$220M +$6.56M +3% 2.96% 65.1% 161 11.18% 0.9
BOS
3015
Bank of Stockton
California
$220M +$891K +0.4% 2.58% 92.3% 105 4.76% 3.2
BWP
3016
BSW Wealth Partners
Colorado
$220M +$17.7M +9% 3.01% 75.4% 86 19.77% 2.1
CIA
3017
Capital Impact Advisors
Massachusetts
$220M -$31.3M -12% 9.91% – 158 5.06% 1.8
LPAM
3018
Legion Partners Asset Management
California
$220M +$36.9M +20% 14.8% 206% 15 46.67% 0.4
CCM
3019
Compton Capital Management
Rhode Island
$219M +$15.7M +8% 3.29% 75.6% 153 13.07% 3
PGC
3020
Pacific Grove Capital
California
$219M +$10M +5% 3.85% 9.9% 79 64.56% 0.3
WCMN
3021
Westchester Capital Management (Nebraska)
Nebraska
$219M +$10.9M +5% 1.72% 107% 35 8.57% 3.2
CBN
3022
Cadence Bank NA
Texas
$219M +$2.28M +1% 1.32% 33.3% 151 14.57% 2.6
KSA
3023
Ken Stern & Associates
California
$219M +$6.02M +3% 4.61% 39.4% 118 10.17% 1.2
AWA
3024
Arete Wealth Advisors
Illinois
$219M -$10.5M -5% 0.19% 85.3% 244 22.95% 1.2
AIMU
3025
Allianz Investment Management US
Minnesota
$219M +$14.6M +7% 2.11% 7.58% 3 0% 0.5