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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)
VST
3151
Van Strum & Towne
California
$162M +$8.41M +5% 3.22% 62.2% 74 16.22% 1.1
OWIM
3152
Old West Investment Management
California
$162M +$2.97M +2% 1.82% 242% 88 13.64% 1.1
TCI Wealth Advisors
3153
TCI Wealth Advisors
Arizona
$162M +$2.97M +2% 3.45% 65% 981 14.37% 1.2
CWM
3154
Cranbrook Wealth Management
Michigan
$161M +$12.8M +9% 1.32% 48.8% 238 33.61% 0.6
TI
3155
Telemetry Investments
New York
$161M – – 3.72% 77.4% 179 – 0
SIM
3156
Sigma Investment Management
Oregon
$161M +$20.2M +14% 1.65% 8.4% 33 27.27% 1.1
HA
3157
Havens Advisors
New York
$161M -$19.4M -11% 10.8% 460% 68 55.88% 0.4
TI
3158
TT International
United Kingdom
$160M – – 8.78% – 16 – 0.2
HC
3159
Hillman Company
Pennsylvania
$160M – – 4.79% 134% 15 – 0
Dakota Wealth Management
3160
Dakota Wealth Management
Florida
$160M – – 1.9% 112% 59 – 0
GP
3161
Girard Partners
Pennsylvania
$160M +$10.5M +7% 5.1% 25.7% 149 12.75% 0.8
CWM
3162
Confluence Wealth Management
Oregon
$160M +$12.1M +8% 4.07% 31.9% 96 23.96% 0.6
1CM
3163
1492 Capital Management
Wisconsin
$160M -$21M -12% 3.27% 332% 157 43.95% 0.5
BRM
3164
Boston Research & Management
Massachusetts
$160M +$10.8M +7% 5.32% 53.2% 105 5.71% 1.3
CAM
3165
Chesapeake Asset Management
New York
$159M -$4.3M -3% 5.03% 153% 94 26.6% 1.1
TWM
3166
Tanglewood Wealth Management
Texas
$159M +$11.3M +8% 1.81% 59.7% 6 16.67% 1.2
DCM
3167
DG Capital Management
New York
$159M – – 2.26% 76.7% 12 – 0
LC
3168
Lubar & Co
Wisconsin
$159M -$14.7M -8% 8.02% – 13 7.69% 1.2
WWM
3169
Willingdon Wealth Management
North Carolina
$159M +$7.03M +5% 3.11% 15.3% 93 18.28% 0.8
HIM
3170
Harbour Investment Management
Washington
$159M +$8.61M +6% 5.15% 58.8% 83 7.23% 1.4
KCP
3171
Kenmare Capital Partners
New York
$159M -$37.7M -19% 2.36% 48.8% 22 31.82% 1
HP
3172
HT Partners
Connecticut
$159M -$38.9M -20% 3.77% 63.1% 44 50% 0.8
TCM
3173
Tuttle Capital Management
Connecticut
$158M -$12.2M -7% 6.66% 115% 36 63.89% 0.3
ISB
3174
Iowa State Bank
Iowa
$158M +$8.78M +6% 4.45% 85.7% 76 3.95% 1.4
MP
3175
Marlowe Partners
New York
$158M – – 12.5% 16.3% 12 – 0