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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
BA
3301
Bard Associates
Illinois
$217M +$1.34M +0.6% 5.05% 241% 184 12.5%
CCM
3302
CWH Capital Management
Washington
$217M -$4.55M -2% 4.04% 29.9% 49 8.16%
CMI
3303
Cider Mill Investments
Connecticut
$216M -$6.42M -3% 6.62% 34 41.18%
VWA
3304
V Wealth Advisors
Kansas
$216M +$37.6M +21% 7% 36.9% 247 26.72%
SIRP
3305
Shelter Insurance Retirement Plan
Missouri
$216M +$7.95M +4% 6.7% 60.5% 45 0%
VCM
3306
Venor Capital Management
New York
$216M +$48.6M +29% 8.73% 8 37.5%
1WA
3307
180 Wealth Advisors
Washington
$216M +$14.5M +7% 7.06% 136% 270 16.3%
CAC
3308
Certified Advisory Corp
Florida
$216M +$36.4M +20% 6.29% 58.2% 844 13.15%
SAM
3309
Summit Asset Management
Tennessee
$216M +$6.45M +3% 5.41% 48.9% 119 6.72%
NFG
3310
Next Financial Group
Texas
$216M -$44.8M -17% 6.16% 85.4% 1,566 82.12%
SFPM
3311
Sensible Financial Planning & Management
Massachusetts
$216M +$4.63M +2% 0.84% 24.5% 30 3.33%
ANB
3312
Amarillo National Bank
Texas
$215M +$23.3M +12% 5.89% 56.3% 93 9.68%
PCTC
3313
Perkins Coie Trust Company
Washington
$215M +$13.1M +6% 7.81% 70.8% 307 0.98%
CPA
3314
Cowen Prime Advisors
New York
$215M +$12.1M +6% 8.35% 116% 231 19.48%
OFG
3315
Oxford Financial Group
Indiana
$215M +$20.3M +10% 5.73% 77.2% 37 10.81%
CCM
3316
Crabel Capital Management
California
$215M +$33M +18% 8.35% 13.9% 110 43.64%
CIG
3317
Consolidated Investment Group
Colorado
$214M +$7.98M +4% 4.07% 140% 50 12%
HS
3318
HighVista Strategies
Massachusetts
$214M -$7.05M -3% 5.06% 622% 185 50.81%
CCM
3319
Cloverdale Capital Management
Texas
$214M +$6.7M +3% 10.2% 20.8% 27 51.85%
Walleye Capital
3320
Walleye Capital
New York
$214M 6.24% 129% 311
ARC
3321
Arias Resource Capital
Cayman Islands
$214M -$10M -4% 6.5% 81.3% 2 0%
MC
3322
Mathes Company
New York
$214M +$4.55M +2% 8.89% 121% 140 10.71%
CI
3323
Caerus Investors
New York
$214M +$44.7M +26% 1.07% 46 63.04%
HPIA
3324
Hamilton Point Investment Advisors
North Carolina
$214M +$12.2M +6% 6.44% 79.3% 73 4.11%
CRM
3325
Capital Returns Management
New York
$214M -$81.9M -28% 8.25% 4.39% 34 47.06%