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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
DJC
3126
Daily Journal Corp
California
$133M +$2.65M +2% 2.34% 108% 4 0%
KFP
3127
Keystone Financial Planning
Ohio
$133M -$266K -0.2% 0.03% 34.1% 49 12.24%
BREA
3128
Barings Real Estate Advisers
Connecticut
$132M -$4.12M -3% 3.43% 49.6% 49 10.2%
AWA
3129
Arete Wealth Advisors
Illinois
$132M +$4.01M +3% 1.09% 63.9% 153 28.76%
TCM
3130
Tradewinds Capital Management
Washington
$132M +$476K +0.4% 1.63% 85.2% 673 14.56%
ATC
3131
Adirondack Trust Company
New York
$132M +$1.04M +0.8% 0.42% 84.9% 359 8.91%
AEPI
3132
AH Equity Partners II
California
$132M -$77.5M -37% 25.9% 1 0%
HKIM
3133
Hayek Kallen Investment Management
Alabama
$131M -$871K -0.7% 2.32% 68.5% 60 3.33%
ADBIC
3134
A.D. Beadell Investment Counsel
Wisconsin
$131M -$3.25M -2% 2.55% 74.9% 104 8.65%
MRI
3135
Mad River Investors
Massachusetts
$131M -$4.91M -4% 1.4% 206% 39 17.95%
RCM
3136
Radcliffe Capital Management
Pennsylvania
$131M -$35.4M -21% 0% 4.93% 13 0%
BDCM
3137
Black Diamond Capital Management
Connecticut
$131M +$10.6M +9% 15.7% 28.3% 4 0%
SAM
3138
Summit Asset Management
Tennessee
$131M +$821K +0.6% 0.39% 43.3% 89 8.99%
MM
3139
Meridian Management
Arkansas
$131M -$3.21M -2% 1.48% 47.4% 61 3.28%
RH
3140
Rayner & Haynor
California
$131M -$1.85M -1% 1.48% 92 3.26%
HIM
3141
HughesLittle Investment Management
$131M -$383K -0.3% 0.55% 91.2% 17 0%
CFN
3142
Cordasco Financial Network
Florida
$131M +$192K +0.1% 1.57% 31.1% 326 16.56%
MKC
3143
M. Kraus & Co
Vermont
$131M -$1.03M -0.8% 1.06% 45.3% 51 7.84%
GWM
3144
Graybill Wealth Management
Illinois
$130M +$1.1M +0.9% 2.04% 53 9.43%
FWM
3145
Focused Wealth Management
New York
$130M +$2.52M +2% 1.33% 57.9% 758 9.89%
SEC
3146
Seven Eight Capital
New York
$130M +$26.6M +26% 4.54% 13.6% 800 72.25%
AIM
3147
Acuity Investment Management
Ontario, Canada
$130M -$16.1M -11% 3.78% 167 14.37%
HAM
3148
Harber Asset Management
North Carolina
$130M +$43.6M +50% 5.26% 30% 55 34.55%
TSWM
3149
Triangle Securities Wealth Management
North Carolina
$130M -$394K -0.3% 1.11% 80% 131 10.69%
ACM
3150
Atika Capital Management
New York
$130M +$7.07M +6% 9.29% 553% 91 60.44%