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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)
Strategic Point Investment Advisors
3201
Strategic Point Investment Advisors
Rhode Island
$274M +$18.1M +7% 7.79% 58.2% 24 8.33% 2.8
Monetary Management Group
3202
Monetary Management Group
Missouri
$274M +$9.48M +4% 10.1% 138% 311 10.29% 4.3
ECM
3203
EagleClaw Capital Management
Massachusetts
$273M +$28M +11% 9.54% 104% 135 8.89% 3.7
Contravisory Investment Management
3204
Contravisory Investment Management
Massachusetts
$273M +$10M +4% 4.84% 135% 311 23.47% 1.2
Pinz Capital Management
3205
Pinz Capital Management
New York
$273M – – 34.5% 199% 313 – 0
Systelligence LLC
3206
Systelligence LLC
Minnesota
$273M – – 5.36% 57.3% 48 – 0
PAS
3207
Partnervest Advisory Services
California
$273M -$6.48M -2% 6.71% 45.1% 285 26.67% 2.4
9258 Wealth Management
3208
9258 Wealth Management
Ohio
$273M +$145M +113% 7.45% 49.6% 323 45.2% 0.5
Nalanda India Fund
3209
Nalanda India Fund
Mauritius
$273M +$30.5M +13% 12.6% 15.3% 1 0% 1
White Lighthouse Investment Management
3210
White Lighthouse Investment Management
Massachusetts
$273M +$24.2M +10% 5.92% 62% 136 8.09% 1.5
Sargent Investment Group
3211
Sargent Investment Group
Maryland
$273M +$49.9M +22% 11.8% 113% 161 18.63% 0.7
Financial Sense Advisors
3212
Financial Sense Advisors
California
$272M +$65.5M +32% 5.51% 152% 93 31.18% 1.2
SWK
3213
Stephen W. Kidder
$272M +$17.9M +7% 8.07% 94.7% 72 1.39% 5.2
WWM
3214
Windsor Wealth Management
Indiana
$272M +$42.3M +18% 7.65% 37.3% 189 9.52% 1.4
Cadence Bank NA
3215
Cadence Bank NA
Texas
$272M +$16.4M +6% 6.56% 33.3% 183 7.1% 3.4
Fairfield, Bush & Co
3216
Fairfield, Bush & Co
Connecticut
$272M -$17.6M -6% 9.64% 112% 155 11.61% 4.4
Old West Investment Management
3217
Old West Investment Management
California
$272M +$101M +59% 9.47% 242% 78 29.49% 2
Oakview Capital Management
3218
Oakview Capital Management
Texas
$272M -$20.6M -7% 1.08% 21.2% 15 0% 1.7
McRae Capital Management
3219
McRae Capital Management
New Jersey
$271M +$14.9M +6% 8.18% 78.2% 101 12.87% 4
CFM Wealth Partners
3220
CFM Wealth Partners
Texas
$271M – – 9.56% 152% 491 – 0
Kohmann Bosshard Financial Services
3221
Kohmann Bosshard Financial Services
Ohio
$271M +$16.8M +7% 4.43% 42.8% 117 8.55% 1.9
Alpha Capital Management
3222
Alpha Capital Management
Texas
$271M +$847K +0.3% 8.96% 88% 109 17.43% 2.3
TC
3223
Tavio Capital
New York
$271M +$82.1M +43% 20.6% 81.4% 13 23.08% 0.7
DS
3224
Dalal Street
Texas
$271M +$9.9M +4% 13.5% 92.7% 3 0% 2.2
UAM
3225
UAS Asset Management
New York
$271M +$19.8M +8% 13.3% 98% 42 38.1% 1.1