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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)
BW
3151
Bison Wealth
Georgia
$165M +$32.6M +25% 0.97% 37.4% 257 35.41% 0.2
FPA
3152
Fieldpoint Private Advisors
New York
$164M +$9.81M +6% 4.13% 34% 70 18.57% 1.4
WAM
3153
Water Asset Management
New York
$164M -$47.8M -23% 5.02% 48.9% 25 20% 1.2
CCA
3154
Covey Capital Advisors
Georgia
$164M -$4.42M -3% 0.41% 118% 48 18.75% 0.6
TCA
3155
Teewinot Capital Advisers
New York
$164M -$23.3M -12% 0.94% 149% 86 38.37% 0.9
LBC
3156
Lawrence B. Cohen
$164M -$2.27M -1% 0.88% 41.8% 70 4.29% 1.6
SIG
3157
Schaller Investment Group
North Carolina
$164M -$2.11M -1% 3.82% 21.9% 45 17.78% 1.4
CCM
3158
CWH Capital Management
Washington
$164M +$10.9M +7% 0.95% 29.9% 62 24.19% 0.9
AIC
3159
Ayalon Insurance Company
Israel
$164M – – 1.76% 99.6% 177 – 0
VHAM
3160
Van Hulzen Asset Management
California
$163M +$19.1M +13% 1.46% 86.3% 161 41.61% 0.4
SIM
3161
Sigma Investment Management
Oregon
$163M +$2.31M +1% 2.69% 8.4% 31 12.9% 1.3
Michael & Susan Dell Foundation
3162
Michael & Susan Dell Foundation
New York
$163M +$29.7M +22% 15.9% 238% 8 12.5% 0.9
BCM
3163
Bourgeon Capital Management
Connecticut
$163M -$543K -0.3% 1.09% 117% 117 26.5% 1
BSWMG
3164
Barrington Strategic Wealth Management Group
Illinois
$163M +$7.01M +4% 1.69% 17.9% 102 6.86% 1.5
WA
3165
WealthTrust-Arizona
Arizona
$163M +$44.2M +37% 3.19% 20.2% 705 15.74% 1.3
FWM
3166
Focused Wealth Management
New York
$163M +$21.6M +15% 0.8% 73.9% 762 11.15% 1.2
HFM
3167
Hartford Financial Management
Connecticut
$163M +$431K +0.3% 1.29% 79.6% 259 59.46% 1.7
WCM
3168
Weatherstone Capital Management
Colorado
$163M -$8.79M -5% 1.98% 32% 90 34.44% 0.8
AWM
3169
Altavista Wealth Management
North Carolina
$162M +$30K +0% 0.06% 80.6% 114 9.65% 1.6
TBAM
3170
True Bearing Asset Management
California
$162M -$39.5M -20% 3.98% 66.3% 97 30.93% 1.2
SAM
3171
Solaris Asset Management
New York
$162M +$7.17M +5% 2.89% 74% 238 19.75% 1.2
NIC
3172
Northwest Investment Counselors
Oregon
$162M +$5.14M +3% 2.49% 32.4% 115 7.83% 1.5
RWA
3173
River Wealth Advisors
Pennsylvania
$162M – – 1.01% 80.3% 141 – 0
PCM
3174
Price Capital Management
Louisiana
$161M +$48M +42% 14.4% 124% 322 86.02% 0
GVT
3175
Genesee Valley Trust
New York
$161M +$5.03M +3% 1.98% 30.2% 316 22.15% 1.1