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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)
Amica Retiree Medical Trust
3326
Amica Retiree Medical Trust
Rhode Island
$117M +$2.15M +2% 3.63% – 394 5.84% 0.2
SGC
3327
South Georgia Capital
Illinois
$117M -$44.5M -28% 0.33% – 232 34.91% 0.2
Cahill Financial Advisors
3328
Cahill Financial Advisors
Minnesota
$117M +$1.56M +1% 1.36% 55.9% 124 23.39% 0.2
PCM
3329
Potomac Capital Management
New York
$117M -$745K -0.6% 3.82% – 85 50.59% 0.2
LWI
3330
Long Wharf Investors
Massachusetts
$117M +$6.31M +6% 1.67% – 162 32.72% 0.5
Institute for Wealth Management
3331
Institute for Wealth Management
Colorado
$117M -$22M -16% 1.65% 137% 84 22.62% 0.6
Lumbard & Kellner
3332
Lumbard & Kellner
New Hampshire
$117M $0 0% 0.98% 137% 68 0% 0.3
Globe Life
3333
Globe Life
Texas
$117M +$1.63M +1% 0.58% 60.1% 26 15.38% 0.6
SFM
3334
Signature Financial Management
Virginia
$117M -$11.7M -9% 2.63% 20.8% 82 23.17% 0.6
Capital Innovations
3335
Capital Innovations
Wisconsin
$116M +$6.4M +6% 1.13% – 85 10.59% 0.2
DAFNA Capital Management
3336
DAFNA Capital Management
California
$116M +$19.2M +20% 10.1% 313% 56 32.14% 0.5
AGM
3337
Alpine Global Management
New York
$116M +$54.5M +88% 1.13% 149% 205 87.8% 0
Palisades Hudson Asset Management
3338
Palisades Hudson Asset Management
Florida
$116M -$3.35M -3% 0.67% 66.8% 74 9.46% 0.6
CCM
3339
Cortex Capital Management
Texas
$116M -$46.7M -29% 3.81% – 42 47.62% 0.2
National Investment Services
3340
National Investment Services
Wisconsin
$116M -$12M -9% 1.9% 47.2% 68 29.41% 0.6
Bellecapital
3341
Bellecapital
Switzerland
$116M +$11.9M +11% 2.57% 152% 79 13.92% 0.2
Detwiler Fenton Investment Management
3342
Detwiler Fenton Investment Management
Massachusetts
$116M +$4.39M +4% 6.19% – 130 46.15% 0.5
Seven Eight Capital
3343
Seven Eight Capital
New York
$116M +$25.9M +29% 3.77% 13.6% 681 78.41% 0.1
ILM
3344
Indigo Latam Management
Arizona
$116M -$73.2M -39% 38.7% 39.3% 1 0% 0.3
Zeke Capital Advisors
3345
Zeke Capital Advisors
Pennsylvania
$116M +$6.46M +6% 2.24% 41% 64 14.06% 0.6
Fagan Associates
3346
Fagan Associates
New York
$115M – – 0.4% 127% 85 – 0
WESPAC Advisors
3347
WESPAC Advisors
California
$115M -$4.74M -4% 3.72% 112% 161 27.33% 0.5
WIL
3348
Winifred I. Li
$115M -$898K -0.8% 2.58% – 417 9.11% 0.7
CRM
3349
Capital Returns Management
New York
$115M +$6.3M +6% 0.52% 4.39% 22 18.18% 0.2
Piper Sandler & Co
3350
Piper Sandler & Co
Minnesota
$115M -$3.78M -3% 0.45% 0.04% 155 76.77% 0.1