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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
PCTC
3126
Perkins Coie Trust Company
Washington
$191M -$24.4M -11% 10.7% 70.8% 309 2.91%
SIS
3127
Sound Income Strategies
Florida
$191M -$14.1M -7% 9% 31.2% 879 14.56%
CI
3128
Caerus Investors
New York
$191M -$23.4M -11% 14.2% 56 66.07%
ECM
3129
EagleClaw Capital Management
Massachusetts
$191M -$37.7M -16% 14.4% 96.5% 125 12%
NWP
3130
Northstar Wealth Partners
Connecticut
$191M -$18M -9% 10.2% 36.2% 186 17.2%
DLG
3131
Daniel L. Goodwin
$191M -$20.6M -10% 10.6% 72.6% 98 10.2%
HFBOT
3132
Home Federal Bank of Tennessee
Tennessee
$190M -$26.7M -12% 11.8% 65.2% 67 4.48%
FSCM
3133
First Sabrepoint Capital Management
Texas
$190M +$9.12M +5% 13.1% 182% 37 62.16%
AMG
3134
Advisors Management Group
Wisconsin
$190M -$27.6M -13% 4.38% 68.9% 85 9.41%
BAM
3135
Brilliance Asset Management
Hong Kong
$190M -$50.3M -21% 4.94% 60.8% 4 25%
BBPWM
3136
Blue Bell Private Wealth Management
Pennsylvania
$190M -$43.5M -19% 16.9% 53.3% 234 11.54%
FRGX
3137
First Reserve GP XIII
Connecticut
$190M -$157M -45% 29.3% 29.1% 2 0%
ECM
3138
Endurant Capital Management
California
$189M -$35.6M -16% 18.8% 18.4% 84 55.95%
FAM
3139
Formidable Asset Management
Ohio
$189M -$64.8M -26% 10.6% 52.2% 166 51.2%
YWP
3140
YorkBridge Wealth Partners
New York
$189M -$29.5M -14% 11.7% 36.5% 808 9.78%
LCP
3141
Legacy Capital Partners
Wisconsin
$189M -$28.1M -13% 10.4% 85.6% 140 13.57%
FRM
3142
Fox Run Management
Connecticut
$189M -$40.7M -18% 14.8% 44.8% 864 82.29%
FCMI
3143
Foresite Capital Management II
California
$189M -$81.5M -30% 27.2% 66.2% 12 33.33%
RAM
3144
Roanoke Asset Management
New Jersey
$189M -$34.1M -15% 13.2% 50.3% 115 9.57%
KAM
3145
Kavi Asset Management
New York
$189M -$52.9M -22% 20% 144% 23 56.52%
GIC
3146
GFI Investment Counsel
Ontario, Canada
$188M -$35.7M -16% 15.9% 46.9% 26 57.69%
TCOO
3147
Trust Company of Oklahoma
Oklahoma
$188M -$29.2M -13% 13.4% 88.7% 136 13.24%
WCWM
3148
Willow Creek Wealth Management
California
$188M +$8.77M +5% 1.22% 36.5% 73 10.96%
HCM
3149
Harvey Capital Management
Florida
$188M -$63.2M -25% 18% 141% 80 12.5%
HCM
3150
Horrell Capital Management
Arkansas
$188M -$14.2M -7% 9.48% 55.1% 200 13.5%