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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)
FPFS
3026
First Personal Financial Services
North Carolina
$178M +$11.1M +7% 6.62% 31.5% 550 44.36% 0.7
AC
3027
Adelphi Capital
United Kingdom
$177M -$5.17M -3% 0.08% – 2 0% 1
WA
3028
Wilshire Advisors
California
$177M – – 2.02% 118% 17 – 0
CCM
3029
Compton Capital Management
Rhode Island
$177M -$101M -36% 7.14% 75.6% 141 7.8% 2.2
MIM
3030
Montgomery Investment Management
Maryland
$177M +$7.44M +4% 5.35% 98.4% 86 10.47% 1.9
CCM
3031
CrestPoint Capital Management
Missouri
$177M +$2.6M +1% 6.37% 42.6% 205 15.61% 1.2
LI
3032
LVZ Inc
Michigan
$177M +$21.8M +14% 2.77% 47.1% 55 32.73% 0.8
EIAM
3033
Equinox Institutional Asset Management
New Jersey
$177M – – 0.9% – 4 – 0
CWM
3034
Cranbrook Wealth Management
Michigan
$177M +$2.79M +2% 3.05% 48.8% 240 5.42% 1.6
SCM
3035
Salem Capital Management
Massachusetts
$177M +$6.36M +4% 7.27% 32.3% 69 7.25% 2.3
PA
3036
Paracle Advisors
Washington
$177M +$7.6M +4% 2.53% 30.9% 40 7.5% 1
CA
3037
Cambridge Advisors
Nebraska
$176M +$7.12M +4% 4.59% 52.9% 135 11.11% 0.9
WIP
3038
Wayzata Investment Partners
Minnesota
$176M -$68.7M -28% 7.3% – 2 0% 1.4
NC
3039
Nitorum Capital
New York
$176M – – 4.5% 87.1% 25 – 0
MC
3040
Mathes Company
New York
$176M +$24.6M +16% 8.32% 121% 137 14.6% 1.9
SCM
3041
Stonehill Capital Management
New York
$176M -$94.9M -35% 0.69% 117% 12 16.67% 1.2
PCM
3042
Panning Capital Management
New York
$176M -$463M -72% 1.63% 349% 18 83.33% 0.3
MKP Capital Management
3043
MKP Capital Management
New York
$176M -$26M -13% – 69.8% 3 100% 0
FP
3044
FDO Partners
Massachusetts
$176M – – 0.55% – 236 – 0
BS
3045
Bow Street
New York
$176M +$574K +0.3% 2.2% 43.3% 29 72.41% 0.3
BW
3046
Bison Wealth
Georgia
$175M +$23.4M +15% 5.48% 37.4% 259 24.71% 0.7
FPIS
3047
Financial Planning & Information Services
Wisconsin
$175M +$16.2M +10% 3% 13% 32 6.25% 1.8
ACM
3048
Axel Capital Management
New York
$175M +$11.3M +7% 6.66% 194% 27 14.81% 1.9
PAM
3049
Pagoda Asset Management
New York
$175M – – 6% – 20 – 0
Caprock Group
3050
Caprock Group
Idaho
$175M +$33.9M +24% 4.03% – 97 34.02% 0.6