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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)
HIS
3051
Horizon Investment Services
Indiana
$242M +$6.35M +3% 7.66% 250% 114 23.68% 1.5
Fullerton Fund Management
3052
Fullerton Fund Management
Singapore
$242M +$4.04M +2% 3.18% 412% 19 21.05% 0.5
Rikoon Group
3053
Rikoon Group
New Mexico
$242M +$11M +5% 5.9% 63.3% 171 8.19% 1.1
GII
3054
Gryphon International Investment
Ontario, Canada
$242M -$15M -6% 0% 5.67% 21 0% 3.1
Schnieders Capital Management
3055
Schnieders Capital Management
California
$242M +$12.8M +6% 6.47% 103% 161 9.32% 2.7
BlueSky Wealth Advisors
3056
BlueSky Wealth Advisors
North Carolina
$242M +$9.8M +4% 1.8% 42.9% 55 5.45% 1
MCG
3057
McCollum Christoferson Group
New York
$241M – – 7.05% 59.4% 74 – 0
Proffitt & Goodson
3058
Proffitt & Goodson
Tennessee
$241M +$13.1M +6% 5.57% 48.5% 54 11.11% 2.9
Harbour Capital Advisors
3059
Harbour Capital Advisors
Virginia
$241M +$11.5M +5% 6.74% 168% 289 23.18% 1.8
Cypress Wealth Services
3060
Cypress Wealth Services
California
$241M – – 4.86% 82.7% 205 – 0
River Wealth Advisors
3061
River Wealth Advisors
Pennsylvania
$240M +$19.4M +9% 6.96% 80.3% 166 8.43% 2.2
BSW Wealth Partners
3062
BSW Wealth Partners
Colorado
$240M +$10.9M +5% 4.07% 75.4% 100 21% 2.3
IIA
3063
IPG Investment Advisors
California
$240M -$50.1M -17% 7.1% 106% 179 39.11% 1.4
PLFAM
3064
Pineno Levin & Ford Asset Management
Virginia
$240M +$22.3M +10% 6.63% 81.6% 114 20.18% 2.7
Watermark Asset Management
3065
Watermark Asset Management
California
$240M +$9.6M +4% 3.74% – 259 6.18% 0.7
Steamboat Capital Partners
3066
Steamboat Capital Partners
New York
$240M +$89.7M +60% 18.4% 280% 29 13.79% 0.8
Genesee Valley Trust
3067
Genesee Valley Trust
New York
$239M -$5.38M -2% 3.38% 30.2% 243 14.81% 2.2
GuardCap Asset Management
3068
GuardCap Asset Management
United Kingdom
$239M – – 5.84% 21.9% 22 – 0
Mariner Investment Group
3069
Mariner Investment Group
New York
$239M +$78.3M +49% 1.6% – 112 64.29% 0.4
Pura Vida Investments
3070
Pura Vida Investments
New York
$239M -$323M -57% 16.3% 38.3% 126 76.19% 0.4
WC
3071
Whitnell & Co
Illinois
$238M +$9.1M +4% 5.26% 36.6% 373 39.95% 2.3
American Financial Network Advisory Services
3072
American Financial Network Advisory Services
California
$238M +$5.56M +2% 4.29% – 822 22.51% 0.2
Walter & Keenan Wealth Management
3073
Walter & Keenan Wealth Management
Indiana
$238M +$21.4M +10% 5.8% 92% 183 10.93% 2.3
Bowie Capital Management
3074
Bowie Capital Management
Texas
$238M -$63.2M -21% 9.06% 31.6% 31 25.81% 0.8
Moloney Securities Asset Management
3075
Moloney Securities Asset Management
Missouri
$238M +$13.4M +6% 5.1% 86% 298 15.44% 0.8