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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
CWM
3251
Chesapeake Wealth Management
Virginia
$217M +$258K +0.1% 1.55% 65.9% 198 18.18%
GSBTD
3252
Glenview State Bank Trust Department
Illinois
$217M +$4.28M +2% 2.03% 76.6% 101 7.92%
PCA
3253
Prospect Capital Advisors
California
$217M +$40M +23% 12.6% 202% 29 17.24%
CFA
3254
Cahill Financial Advisors
Minnesota
$217M +$7.35M +4% 1.28% 55.9% 159 8.81%
TLIC
3255
Taiyo Life Insurance Company
Japan
$217M +$10M +5% 4.97% 79.2% 6 0%
PO
3256
Private Ocean
California
$217M +$6.93M +3% 0.43% 2.82% 418 12.92%
KSA
3257
Ken Stern & Associates
California
$217M -$10.4M -5% 1.73% 39.4% 134 16.42%
PFM
3258
Peak Financial Management
Massachusetts
$217M +$6.26M +3% 0.78% 51.8% 54 18.52%
PAS
3259
Partnervest Advisory Services
California
$216M +$7.05M +3% 4.7% 45.1% 233 28.76%
DLG
3260
Daniel L. Goodwin
$216M +$11M +5% 7.37% 72.6% 100 13%
MM
3261
Meridian Management
Arkansas
$216M -$685K -0.3% 0.94% 57.8% 83 19.28%
TAM
3262
Taylor Asset Management
Ontario, Canada
$216M -$17M -7% 1.04% 12.9% 31 9.68%
SMH
3263
Sanders Morris Harris
Texas
$216M -$22.7M -10% 3.67% 83.1% 157 19.11%
YEPI
3264
Yorktown Energy Partners IX
New York
$216M +$18.4M +9% 13.2% 67.3% 3 33.33%
TL
3265
TowerView LLC
New York
$216M +$3.37M +2% 5.02% 17.9% 29 17.24%
BA
3266
Bard Associates
Illinois
$215M +$14.9M +7% 11.6% 241% 183 6.56%
YRHAM
3267
Yong Rong (HK) Asset Management
Hong Kong
$215M +$79.8M +59% 11.6% 2,310% 32 56.25%
PVWM
3268
Point View Wealth Management
New Jersey
$215M +$7.04M +3% 2.25% 27% 270 8.89%
EGPO
3269
EnTrust Global Partners Offshore
New York
$215M -$105M -33% 2.29% 114 50%
TAS
3270
TIFF Advisory Services
Pennsylvania
$215M +$41.2M +24% 4.03% 85.9% 10 60%
WAM
3271
WIM Asset Management
Hong Kong
$215M +$23.4M +12% 7.79% 18 44.44%
FA
3272
Forefront Analytics
Pennsylvania
$215M +$36.4M +20% 0.1% 50.9% 53 20.75%
EMR
3273
Errol M. Rudman
$215M +$6.41M +3% 4.32% 60.5% 45 11.11%
KFBMI
3274
Kentucky Farm Bureau Mutual Insurance
Kentucky
$215M +$5.02M +2% 3.68% 83.3% 84 5.95%
BCA
3275
Bray Capital Advisors
Florida
$215M +$551K +0.3% 2.86% 36.6% 361 10.8%