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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)
BPM
3051
Bowling Portfolio Management
Ohio
$364M -$32.6M -8% 3.47% 45.7% 209 22.97% 4.5
BC
3052
Bruce & Co
Illinois
$364M -$61.2M -14% 6.68% 94.5% 34 2.94% 5.4
McIlrath & Eck
3053
McIlrath & Eck
Washington
$364M +$42M +13% 4.96% 44% 923 11.27% 2.9
AMCA
3054
Arthur M. Cohen & Associates
Illinois
$364M -$37.9M -9% 2.03% 129% 141 18.44% 4.1
Bourgeon Capital Management
3055
Bourgeon Capital Management
Connecticut
$364M -$14.6M -4% 5.08% 121% 466 36.7% 1.7
180 Wealth Advisors
3056
180 Wealth Advisors
Washington
$363M -$28.3M -7% 5.09% 136% 392 15.05% 2.6
Miramar Capital
3057
Miramar Capital
Illinois
$363M +$10M +3% 6.04% 47.3% 100 15% 1.8
Newfoundland Capital Management
3058
Newfoundland Capital Management
Brazil
$363M +$10.6M +3% 0.63% 49.5% 56 71.43% 0.4
Kingfisher Capital
3059
Kingfisher Capital
North Carolina
$363M +$13.4M +4% 1.72% 58.5% 190 18.95% 3.2
Vantage Wealth
3060
Vantage Wealth
California
$363M +$8.25M +2% 5.5% 56.1% 35 8.57% 4.5
Ullmann Wealth Partners Group
3061
Ullmann Wealth Partners Group
Florida
$363M -$6.52M -2% 5.89% 62.2% 87 9.2% 3
CAM
3062
Centre Asset Management
New York
$362M -$15M -4% 1.43% 45.3% 83 26.51% 1.6
ARMC
3063
American Research & Management Company
Massachusetts
$362M -$26.9M -7% 4.87% 35.1% 471 19.75% 4.6
Wealth Advisory Solutions
3064
Wealth Advisory Solutions
Indiana
$362M -$44.5M -11% 5.25% 60.5% 166 33.73% 1.5
Bridgewater Advisors
3065
Bridgewater Advisors
New York
$362M -$121M -25% 4.02% 61% 240 54.17% 2.4
Ellis Investment Partners
3066
Ellis Investment Partners
Pennsylvania
$361M -$11.6M -3% 5.89% 70.8% 850 6% 2.5
Compass Ion Advisors
3067
Compass Ion Advisors
Pennsylvania
$361M +$15.6M +5% 4.99% 75.6% 83 19.28% 1.5
TP
3068
Thunderbird Partners
United Kingdom
$360M -$60.1M -14% 6.93% 38% 14 57.14% 1.4
CCM
3069
Chimera Capital Management
New York
$360M +$146M +68% 3.69% – 227 86.78% 0.1
Wescott Financial Advisory Group
3070
Wescott Financial Advisory Group
Pennsylvania
$359M -$9.2M -2% 5.17% 55.5% 144 12.5% 0.9
Kesler Norman & Wride
3071
Kesler Norman & Wride
Utah
$359M -$1.9M -0.5% 5.48% 76% 159 8.18% 1.5
Security National Bank
3072
Security National Bank
Nebraska
$359M -$1.14M -0.3% 2.05% 125% 107 14.95% 3
HBW Advisory Services
3073
HBW Advisory Services
California
$359M -$28.6M -7% 5.11% 68.6% 251 21.12% 1.4
Incline Global Management
3074
Incline Global Management
New York
$358M +$8.24M +2% 3.56% 40.1% 22 4.55% 1.7
Affinity Asset Advisors
3075
Affinity Asset Advisors
New York
$358M +$121M +51% 19.8% 1,487% 85 60% 0.6