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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
WFG
3051
Windsor Financial Group
Minnesota
$214M -$3.94M -2% 1.09% 15.3% 83 9.64%
DSAM
3052
Dock Street Asset Management
Florida
$214M -$2.31M -1% 6.52% 175% 56 23.21%
VWA
3053
V Wealth Advisors
Kansas
$213M +$50.6M +31% 2.66% 36.9% 859 78.23%
IIM
3054
Ipswich Investment Management
Massachusetts
$213M -$16.1M -7% 2.19% 92.8% 140 10.71%
SICM
3055
Sustainable Insight Capital Management
New York
$213M +$11.4M +6% 7.09% 150% 66 53.03%
SIRP
3056
Shelter Insurance Retirement Plan
Missouri
$213M -$11.8M -5% 2.57% 60.5% 42 2.38%
DAM
3057
Doheny Asset Management
California
$213M -$8.13M -4% 0.38% 135% 119 12.61%
FC
3058
Ferris Capital
Massachusetts
$213M 2.43% 67% 675
DAM
3059
Dorsey Asset Management
Illinois
$213M +$36.3M +21% 7.39% 122% 10 10%
CCM
3060
CrestPoint Capital Management
Missouri
$213M +$3.75M +2% 2.02% 42.6% 247 29.55%
RPA
3061
Rock Point Advisors
Vermont
$213M +$16.4M +8% 6.92% 82.8% 78 5.13%
TCP
3062
ThornTree Capital Partners
Massachusetts
$213M +$52.9M +33% 7.71% 217% 18 27.78%
AFG
3063
Arkansas Financial Group
Arkansas
$213M +$5.71M +3% 1.66% 39.1% 22 9.09%
RAM
3064
Redmond Asset Management
Virginia
$213M +$17.4M +9% 5.47% 61.5% 161 16.15%
GRP
3065
Global Retirement Partners
California
$213M +$33.8M +19% 2.4% 1,207 12.84%
FIM
3066
Fruth Investment Management
Texas
$213M -$2.04M -0.9% 1.45% 71% 200 6.5%
TI
3067
Telemetry Investments
New York
$213M -$10.1M -5% 4.84% 77.4% 158 55.7%
BA
3068
Birinyi Associates
Connecticut
$213M +$11.5M +6% 3.82% 113% 98 18.37%
KIP
3069
Kayak Investment Partners
California
$212M +$9.08M +4% 11.2% 27% 22 31.82%
TM
3070
Tikvah Management
North Carolina
$212M +$21.9M +11% 9.98% 169% 18 5.56%
IFA
3071
Interactive Financial Advisors
Illinois
$212M +$6.98M +3% 1.7% 47.6% 108 12.96%
NB
3072
Nicolet Bankshares
Wisconsin
$212M +$22.1M +12% 5.16% 75.5% 179 11.17%
MCM
3073
Marathon Capital Management
Maryland
$212M +$10.3M +5% 6.52% 70.9% 95 16.84%
BEC
3074
Blue Edge Capital
Virginia
$212M +$12.2M +6% 3.3% 67.4% 87 16.09%
WMG
3075
WESCAP Management Group
California
$212M +$6.93M +3% 2.48% 45.7% 64 14.06%