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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)
DA
3076
DSC Advisors
Illinois
$168M -$23.1M -12% 5.56% 3.18% 73 42.47% 0.8
CM
3077
Cartica Management
District of Columbia
$168M +$24.8M +17% 6.76% 92.9% 3 33.33% 1.5
RMAM
3078
Raab & Moskowitz Asset Management
New Jersey
$168M +$431K +0.3% 1.49% 75% 134 14.18% 1.7
HBWM
3079
Hollow Brook Wealth Management
New York
$168M -$33.9M -17% 1.72% 92.8% 61 27.87% 1.7
BW Gestao de Investimentos
3080
BW Gestao de Investimentos
Brazil
$167M +$59.4M +55% 2.02% 95.1% 84 16.67% 1.3
AWA
3081
Arete Wealth Advisors
Illinois
$167M +$2.38M +1% 1.7% 85.3% 173 36.42% 1.1
RWA
3082
River Wealth Advisors
Pennsylvania
$167M +$9.51M +6% 2.75% 80.3% 150 8% 0.9
GA
3083
Geller Advisors
New York
$167M -$657K -0.4% 1.59% 20.4% 31 22.58% 2.1
WIP
3084
Wellesley Investment Partners
Massachusetts
$167M +$21.6M +15% 2.25% 22.7% 95 15.79% 0.2
BO
3085
Bach Option
Hong Kong
$167M +$62.7M +60% 2.22% 30.6% 144 67.36% 0.1
AMIM
3086
Aull & Monroe Investment Management
Alabama
$167M +$5.5M +3% 4.2% 96.6% 126 7.94% 2.3
PVMCV
3087
Polaris Venture Management Co VI
Massachusetts
$167M – – 86.1% – 2 – 0
SFSIG
3088
San Francisco Sentry Investment Group
California
$167M +$7.19M +5% 2.06% 436% 170 16.47% 2.1
BWM
3089
BerganKDV Wealth Management
Minnesota
$167M – – 2.72% 27.9% 131 – 0
MC
3090
Mathes Company
New York
$167M -$9.56M -5% 0.74% 121% 139 18.71% 2
CCM
3091
Concourse Capital Management
Georgia
$166M +$9.27M +6% 2.25% 107% 75 69.33% 0.4
KCM
3092
Kempner Capital Management
Texas
$166M -$4.01M -2% 1.47% 60.9% 76 7.89% 1.9
AIA
3093
Arbor Investment Advisors
North Carolina
$166M -$893K -0.5% 1% 44.3% 42 7.14% 2.5
DM
3094
Delphi Management
Massachusetts
$166M +$11.1M +7% 3.32% 111% 110 24.55% 1.5
WCM
3095
Weik Capital Management
Pennsylvania
$166M +$103K +0.1% 2.84% 66.9% 111 10.81% 2.2
SCC
3096
Second Curve Capital
Pennsylvania
$166M -$38.9M -19% 7.51% 160% 25 24% 1.9
EFSCE
3097
Enterprise Financial Services Corp (EFSC)
Missouri
$166M -$2.82M -2% 1.42% 100% 1,220 19.84% 2.1
WRTC
3098
Wind River Trust Company
Wyoming
$166M +$21.9M +15% 0.07% 62.1% 8 0% 2.4
S
3099
StratiFi
California
$166M -$105M -39% 3.68% – 26 38.46% 0.7
LCM
3100
Lionstone Capital Management
New York
$166M -$21.8M -12% 1.43% 74.1% 14 14.29% 2.4