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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
BW
3151
Bison Wealth
Georgia
$165M +$32.6M +25% 0.97% 37.4% 257 35.41%
FPA
3152
Fieldpoint Private Advisors
New York
$164M +$9.81M +6% 4.13% 34% 70 18.57%
WAM
3153
Water Asset Management
New York
$164M -$47.8M -23% 5.02% 48.9% 25 20%
CCA
3154
Covey Capital Advisors
Georgia
$164M -$4.42M -3% 0.41% 118% 48 18.75%
TCA
3155
Teewinot Capital Advisers
New York
$164M -$23.3M -12% 0.94% 149% 86 38.37%
LBC
3156
Lawrence B. Cohen
$164M -$2.27M -1% 0.88% 41.8% 70 4.29%
SIG
3157
Schaller Investment Group
North Carolina
$164M -$2.11M -1% 3.82% 21.9% 45 17.78%
CCM
3158
CWH Capital Management
Washington
$164M +$10.9M +7% 0.95% 29.9% 62 24.19%
AIC
3159
Ayalon Insurance Company
Israel
$164M 1.76% 89.3% 177
SIM
3160
Sigma Investment Management
Oregon
$163M +$2.31M +1% 2.69% 8.4% 31 12.9%
VHAM
3161
Van Hulzen Asset Management
California
$163M +$19.1M +13% 1.46% 86.3% 161 41.61%
MSDF
3162
Michael & Susan Dell Foundation
New York
$163M +$29.7M +22% 15.9% 238% 8 12.5%
BCM
3163
Bourgeon Capital Management
Connecticut
$163M -$543K -0.3% 1.09% 117% 117 26.5%
BSWMG
3164
Barrington Strategic Wealth Management Group
Illinois
$163M +$7.01M +4% 1.69% 17.9% 102 6.86%
WA
3165
WealthTrust-Arizona
Arizona
$163M +$44.2M +37% 3.19% 20.2% 705 15.74%
FWM
3166
Focused Wealth Management
New York
$163M +$21.6M +15% 0.8% 73.9% 762 11.15%
HFM
3167
Hartford Financial Management
Connecticut
$163M +$431K +0.3% 1.29% 79.6% 259 59.46%
WCM
3168
Weatherstone Capital Management
Colorado
$163M -$8.79M -5% 1.98% 32% 90 34.44%
AWM
3169
Altavista Wealth Management
North Carolina
$162M +$30K +0% 0.06% 80.6% 114 9.65%
TBAM
3170
True Bearing Asset Management
California
$162M -$39.5M -20% 3.98% 66.3% 97 30.93%
SAM
3171
Solaris Asset Management
New York
$162M +$7.17M +5% 2.89% 74% 238 19.75%
NIC
3172
Northwest Investment Counselors
Oregon
$162M +$5.14M +3% 2.49% 32.4% 115 7.83%
RWA
3173
River Wealth Advisors
Pennsylvania
$162M 1.01% 80.3% 141
PCM
3174
Price Capital Management
Louisiana
$161M +$48M +42% 14.4% 124% 322 86.02%
GVT
3175
Genesee Valley Trust
New York
$161M +$5.03M +3% 1.98% 30.2% 316 22.15%