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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)
SH
3051
Sandia Holdings
Connecticut
$214M +$15.9M +8% 5.5% – 27 25.93% 0.4
WFG
3052
Windsor Financial Group
Minnesota
$214M -$3.94M -2% 1.09% 15.3% 83 9.64% 2.7
DSAM
3053
Dock Street Asset Management
Florida
$214M -$2.31M -1% 6.52% 175% 56 23.21% 2.1
VWA
3054
V Wealth Advisors
Kansas
$213M +$50.6M +31% 2.66% 36.9% 859 78.23% 0.2
IIM
3055
Ipswich Investment Management
Massachusetts
$213M -$16.1M -7% 2.19% 104% 140 10.71% 2.9
SICM
3056
Sustainable Insight Capital Management
New York
$213M +$11.4M +6% 7.09% 150% 66 53.03% 0.3
SIRP
3057
Shelter Insurance Retirement Plan
Missouri
$213M -$11.8M -5% 2.57% 60.5% 42 2.38% 3.5
DAM
3058
Doheny Asset Management
California
$213M -$8.13M -4% 0.38% 135% 119 12.61% 2.8
FC
3059
Ferris Capital
Massachusetts
$213M – – 2.43% 67% 675 – 0
DAM
3060
Dorsey Asset Management
Illinois
$213M +$36.3M +21% 7.39% 122% 10 10% 0.4
CCM
3061
CrestPoint Capital Management
Missouri
$213M +$3.75M +2% 2.02% 42.6% 247 29.55% 1.6
RPA
3062
Rock Point Advisors
Vermont
$213M +$16.4M +8% 6.92% 82.8% 78 5.13% 2.4
TCP
3063
ThornTree Capital Partners
Massachusetts
$213M +$52.9M +33% 7.71% 217% 18 27.78% 0.3
AFG
3064
Arkansas Financial Group
Arkansas
$213M +$5.71M +3% 1.66% 39.1% 22 9.09% 2.8
RAM
3065
Redmond Asset Management
Virginia
$213M +$17.4M +9% 5.47% 61.5% 161 16.15% 2.2
Global Retirement Partners
3066
Global Retirement Partners
California
$213M +$33.8M +19% 2.4% – 1,207 12.84% 0.4
FIM
3067
Fruth Investment Management
Texas
$213M -$2.04M -0.9% 1.45% 79.4% 200 6.5% 3.4
TI
3068
Telemetry Investments
New York
$213M -$10.1M -5% 4.84% 77.4% 158 55.7% 0.4
BA
3069
Birinyi Associates
Connecticut
$213M +$11.5M +6% 3.82% 113% 98 18.37% 2.5
KIP
3070
Kayak Investment Partners
California
$212M +$9.08M +4% 11.2% 27% 22 31.82% 0.4
TM
3071
Tikvah Management
North Carolina
$212M +$21.9M +11% 9.98% 169% 18 5.56% 2.3
IFA
3072
Interactive Financial Advisors
Illinois
$212M +$6.98M +3% 1.7% 47.6% 108 12.96% 2.7
NB
3073
Nicolet Bankshares
Wisconsin
$212M +$22.1M +12% 5.16% 75.5% 179 11.17% 1.2
MCM
3074
Marathon Capital Management
Maryland
$212M +$10.3M +5% 6.52% 70.9% 95 16.84% 2
BEC
3075
Blue Edge Capital
Virginia
$212M +$12.2M +6% 3.3% 67.4% 87 16.09% 2.1