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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
RG
3001
Rikoon Group
New Mexico
$270M +$1.38M +0.5% 1.52% 63.3% 208 6.25%
PCM
3002
Palouse Capital Management
Washington
$269M -$8.34M -3% 0.57% 67.8% 110 19.09%
HIM
3003
HughesLittle Investment Management
$269M +$7.34M +3% 3.61% 106% 16 0%
GWA
3004
Guidant Wealth Advisors
Illinois
$269M +$10.1M +4% 0.27% 17.8% 259 2.32%
HCM
3005
HMS Capital Management
Tennessee
$269M +$37.1M +16% 0.04% 130% 316 50.32%
FM
3006
Family Management
New York
$268M +$13.6M +5% 0.98% 69% 200 18%
FC
3007
FCA Corp
Texas
$268M -$4.85M -2% 0.99% 57.4% 182 14.84%
AG
3008
Algert Global
California
$268M -$2.34M -0.9% 2% 194% 473 52.85%
PCP
3009
Proficio Capital Partners
Massachusetts
$268M -$24.1M -8% 1.29% 97% 2,003 94.46%
PBCM
3010
Point Break Capital Management
Florida
$268M -$150M -36% 7.62% 17 58.82%
M2MC
3011
Matthew 25 Management Corp
Pennsylvania
$268M -$6.06M -2% 3.14% 141% 18 16.67%
ACS
3012
Archford Capital Strategies
Illinois
$268M -$6.87M -2% 2.2% 76.2% 573 63.53%
CIM
3013
CIM Investment Management
Pennsylvania
$268M -$5.42M -2% 0.65% 88.6% 352 21.02%
IC
3014
Intersect Capital
California
$268M +$9.15M +4% 2.39% 57.2% 182 15.93%
MAM
3015
Morse Asset Management
Connecticut
$268M -$72M -21% 2.48% 222% 149 28.19%
WPC
3016
White Pine Capital
Minnesota
$267M -$493K -0.2% 1.52% 143% 242 9.5%
BC
3017
Brio Consultants
California
$267M +$17.9M +7% 0.59% 42.7% 74 4.05%
SA
3018
Strategic Advisors
New York
$267M +$4.11M +2% 1.93% 87.3% 178 21.35%
III
3019
Independent Investors Inc
New York
$266M +$7.22M +3% 5.22% 61.6% 77 7.79%
OWM
3020
Orgel Wealth Management
Wisconsin
$266M +$9.91M +4% 0.07% 36.6% 49 22.45%
DCM
3021
DAFNA Capital Management
California
$266M -$131K -0% 6.61% 313% 95 15.79%
FPCP
3022
Fort Point Capital Partners
California
$266M +$12.6M +5% 0.63% 62.2% 125 19.2%
FCM
3023
Ferox Capital Management
United Kingdom
$266M -$24.9M -9% 0.15% 2.07% 47 8.51%
CCIA
3024
Campbell & Co Investment Adviser
Maryland
$266M +$45.1M +20% 0.07% 31% 846 71.04%
MJP
3025
Michael J. Puzo
$266M -$3.74M -1% 1.15% 90.3% 86 8.14%