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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
FSA
3301
Financial Sense Advisors
California
$227M +$1.09M +0.5% 2.73% 152% 75 29.33%
WKWM
3302
Walter & Keenan Wealth Management
Indiana
$227M -$84K -0% 3.56% 92% 162 13.58%
APSP
3303
Asset Planning Services (Pennsylvania)
Pennsylvania
$227M +$11.4M +5% 2.5% 62.1% 282 6.38%
AC
3304
Athos Capital
Hong Kong
$227M +$71.6M +46% 6.96% 110% 47 68.09%
PI
3305
Pennant Investors
New Jersey
$227M -$19.7M -8% 4.03% 372% 20 40%
WIA
3306
World Investment Advisors
California
$227M +$7.04M +3% 2.62% 65.4% 160 28.13%
FSCM
3307
First Sabrepoint Capital Management
Texas
$226M +$9.08M +4% 4.26% 218% 32 28.13%
PC
3308
Permit Capital
Pennsylvania
$226M +$11.8M +5% 7.5% 121% 27 3.7%
CVSCT
3309
C.V. Starr & Co Trust
New York
$226M -$1.9M -0.8% 0.43% 51.7% 28 0%
DBRC
3310
D.B. Root & Company
Pennsylvania
$226M -$8.59M -4% 3.44% 57.3% 214 13.08%
RMAM
3311
Raab & Moskowitz Asset Management
New Jersey
$226M +$6.63M +3% 3.39% 75% 172 13.37%
HCM
3312
Howard Capital Management
Georgia
$225M +$25.6M +13% 3.27% 129% 48 37.5%
VP
3313
venBio Partners
California
$225M +$102M +83% 6.86% 564% 6 33.33%
SVI
3314
Strategic Vision Investment
Hong Kong
$225M +$82.9M +58% 0.82% 95.6% 21 61.9%
FA
3315
FMA Advisory
Pennsylvania
$225M +$6.32M +3% 4.82% 46.7% 149 6.04%
LCP
3316
Legacy Capital Partners
Wisconsin
$225M +$10.8M +5% 3.64% 85.6% 148 12.16%
LCM
3317
Lionstone Capital Management
New York
$225M +$6.41M +3% 4.75% 74.1% 21 33.33%
EAM
3318
Exane Asset Management
France
$225M +$19.6M +10% 5.81% 77.5% 65 60%
YWP
3319
YorkBridge Wealth Partners
New York
$225M +$8.15M +4% 4.77% 36.5% 790 4.56%
TLCM
3320
Tiger Legatus Capital Management
New York
$225M +$11.5M +5% 3.38% 19.1% 15 33.33%
MM
3321
Meridian Management
Arkansas
$225M +$22.9M +11% 2.4% 57.8% 76 13.16%
TL
3322
TrueWealth LLC
Georgia
$225M +$8.86M +4% 5.01% 785 7.52%
ISB
3323
Iowa State Bank
Iowa
$225M +$6.86M +3% 2.71% 76% 108 6.48%
UAM
3324
UAS Asset Management
New York
$225M +$3.29M +1% 7.86% 98% 33 51.52%
NWP
3325
Northstar Wealth Partners
Connecticut
$225M +$6.27M +3% 2.7% 36.2% 186 6.45%