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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)
Inlet Private Wealth
3001
Inlet Private Wealth
Florida
$270M -$8.1M -3% 0.01% 111% 156 15.38% 0.6
Rikoon Group
3002
Rikoon Group
New Mexico
$270M +$1.38M +0.5% 1.52% 63.3% 208 6.25% 2.3
Palouse Capital Management
3003
Palouse Capital Management
Washington
$269M -$8.34M -3% 0.57% 67.8% 110 19.09% 2.4
HughesLittle Investment Management
3004
HughesLittle Investment Management
$269M +$7.34M +3% 3.61% 106% 16 0% 3.6
GWA
3005
Guidant Wealth Advisors
Illinois
$269M +$10.1M +4% 0.27% 17.8% 259 2.32% 1.6
HMS Capital Management
3006
HMS Capital Management
Tennessee
$269M +$37.1M +16% 0.04% 140% 316 50.32% 1.1
Family Management
3007
Family Management
New York
$268M +$13.6M +5% 0.98% 69% 200 18% 1.2
FCA Corp
3008
FCA Corp
Texas
$268M -$4.85M -2% 0.99% 57.4% 182 14.84% 3.3
Algert Global
3009
Algert Global
California
$268M -$2.34M -0.9% 2% 194% 473 52.85% 0.5
Point Break Capital Management
3010
Point Break Capital Management
Florida
$268M -$150M -36% 7.62% – 17 58.82% 0.5
Proficio Capital Partners
3011
Proficio Capital Partners
Massachusetts
$268M -$24.1M -8% 1.29% 97% 2,003 94.46% 2.6
Matthew 25 Management Corp
3012
Matthew 25 Management Corp
Pennsylvania
$268M -$6.06M -2% 3.14% 141% 18 16.67% 5.1
Archford Capital Strategies
3013
Archford Capital Strategies
Illinois
$268M -$6.87M -2% 2.2% 87.4% 573 63.35% 2.8
CIM
3014
CIM Investment Management
Pennsylvania
$268M -$5.42M -2% 0.65% 123% 352 21.02% 2.2
Intersect Capital
3015
Intersect Capital
California
$268M +$9.15M +4% 2.39% 57.2% 182 15.93% 2.4
MAM
3016
Morse Asset Management
Connecticut
$268M -$72M -21% 2.48% 222% 149 28.19% 1.6
White Pine Capital
3017
White Pine Capital
Minnesota
$267M -$493K -0.2% 1.52% 143% 242 9.5% 3.8
Brio Consultants
3018
Brio Consultants
California
$267M +$17.9M +7% 0.59% 42.7% 74 4.05% 0.7
SA
3019
Strategic Advisors
New York
$267M +$4.11M +2% 1.93% 106% 178 21.35% 3.1
III
3020
Independent Investors Inc
New York
$266M +$7.22M +3% 5.22% 61.6% 77 7.79% 4.9
Orgel Wealth Management
3021
Orgel Wealth Management
Wisconsin
$266M +$9.9M +4% 0.07% 39.6% 49 22.45% 1.7
DAFNA Capital Management
3022
DAFNA Capital Management
California
$266M -$131K -0% 6.61% 313% 95 15.79% 1.9
Fort Point Capital Partners
3023
Fort Point Capital Partners
California
$266M +$12.6M +5% 0.63% 62.2% 125 19.2% 2.3
Ferox Capital Management
3024
Ferox Capital Management
United Kingdom
$266M -$24.9M -9% 0.15% 2.07% 47 8.51% 0.9
Campbell & Co Investment Adviser
3025
Campbell & Co Investment Adviser
Maryland
$266M +$45.1M +20% 0.07% 31% 846 71.04% 0.2