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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)
WMG
3076
WESCAP Management Group
California
$212M +$6.93M +3% 2.48% 45.7% 64 14.06% 1.1
PAS
3077
Point72 Asia (Singapore)
Singapore
$212M -$32.7M -13% 8.86% – 34 79.41% 0.1
PLFAM
3078
Pineno Levin & Ford Asset Management
Virginia
$212M +$760K +0.4% 1.88% 81.6% 95 6.32% 2.9
MA
3079
Marshwinds Advisory
Georgia
$211M -$3.71M -2% 1.83% 32.9% 140 5.71% 3.4
CP
3080
Covalent Partners
Massachusetts
$211M -$49.3M -19% 4.89% 36.6% 33 33.33% 1.3
RAM
3081
Roanoke Asset Management
New Jersey
$211M +$797K +0.4% 3.19% 50.3% 111 10.81% 2.9
SIMM
3082
Stillwater Investment Management (Minnesota)
Minnesota
$211M +$1.99M +1% 2.6% 72.3% 78 7.69% 3.1
CCM
3083
Cutler Capital Management
Massachusetts
$211M -$9.1M -4% 0.55% 39.7% 91 19.78% 2
CPA
3084
Court Place Advisors
Maryland
$211M +$7.14M +4% 2.38% 92% 163 5.52% 2.5
BPCA
3085
Bank Pictet & Cie (Asia)
Singapore
$211M -$10.2M -5% 5.76% 30.4% 70 20% 1.2
GE
3086
General Electric
Ohio
$211M +$45.8M +28% 4.95% 47.5% 5 40% 0.9
SCM
3087
Sio Capital Management
New York
$210M +$31.7M +18% 12.3% 564% 75 61.33% 0.3
CII
3088
Chapter IV Investors
North Carolina
$210M -$31.3M -13% 2.33% 4.15% 10 30% 2.9
FIM
3089
Farmhouse Investment Management
California
$210M +$8.73M +4% 1.47% – 32 3.13% 0.2
BC
3090
Barnett & Company
Tennessee
$210M +$27.8M +15% 2.6% 65.9% 397 18.14% 1.7
SHWM
3091
Smith & Howard Wealth Management
Georgia
$210M +$1.27M +0.6% 2.82% 40.4% 64 18.75% 1.8
HPWM
3092
Highland Private Wealth Management
Washington
$209M +$15M +8% 3.96% 19% 91 25.27% 1
CWM
3093
Confluence Wealth Management
Oregon
$209M +$6.33M +3% 2.52% 31.9% 128 0.78% 2.2
Arax Advisory Partners
3094
Arax Advisory Partners
Colorado
$209M +$1.21M +0.6% 2.45% 64.7% 547 7.86% 0.5
OFW
3095
Omnia Family Wealth
Florida
$209M +$2.76M +1% 2.9% 80.6% 769 12.22% 0.5
MC
3096
Mathes Company
New York
$209M +$20.8M +11% 4.43% 121% 146 14.38% 2.5
ISB
3097
Iowa State Bank
Iowa
$209M +$4.64M +2% 1.29% 85.7% 98 11.22% 2.6
BCFA
3098
BP Capital Fund Advisors
Texas
$209M -$9.08M -4% 8.78% 17.9% 58 27.59% 0.9
SMC
3099
S. Muoio & Co
New York
$209M -$7.12M -3% 2.01% 327% 117 42.74% 1.1
RBC
3100
Roble Belko & Company
Pennsylvania
$209M +$6.53M +3% 1.78% 53.3% 377 23.08% 1.4