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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
ARMT
3326
Amica Retiree Medical Trust
Rhode Island
$117M +$2.15M +2% 3.63% 394 5.84%
SGC
3327
South Georgia Capital
Illinois
$117M -$44.5M -28% 0.33% 232 34.91%
CFA
3328
Cahill Financial Advisors
Minnesota
$117M +$1.56M +1% 1.36% 55.9% 124 23.39%
PCM
3329
Potomac Capital Management
New York
$117M -$745K -0.6% 3.82% 85 50.59%
LWI
3330
Long Wharf Investors
Massachusetts
$117M +$6.31M +6% 1.67% 162 32.72%
IFWM
3331
Institute for Wealth Management
Colorado
$117M -$22M -16% 1.65% 137% 84 22.62%
LK
3332
Lumbard & Kellner
New Hampshire
$117M $0 0% 0.98% 137% 68 0%
GL
3333
Globe Life
Texas
$117M +$1.63M +1% 0.58% 60.1% 26 15.38%
SFM
3334
Signature Financial Management
Virginia
$117M -$11.7M -9% 2.63% 20.8% 82 23.17%
CI
3335
Capital Innovations
Wisconsin
$116M +$6.4M +6% 1.13% 85 10.59%
DCM
3336
DAFNA Capital Management
California
$116M +$19.2M +20% 10.1% 313% 56 32.14%
AGM
3337
Alpine Global Management
New York
$116M +$54.5M +88% 1.13% 149% 205 87.8%
PHAM
3338
Palisades Hudson Asset Management
Florida
$116M -$3.35M -3% 0.67% 66.8% 74 9.46%
CCM
3339
Cortex Capital Management
Texas
$116M -$46.7M -29% 3.81% 42 47.62%
NIS
3340
National Investment Services
Wisconsin
$116M -$12M -9% 1.9% 47.2% 68 29.41%
DFIM
3341
Detwiler Fenton Investment Management
Massachusetts
$116M +$4.39M +4% 6.19% 130 46.15%
SEC
3342
Seven Eight Capital
New York
$116M +$25.9M +29% 3.77% 13.6% 681 78.41%
ILM
3343
Indigo Latam Management
Arizona
$116M -$73.2M -39% 38.7% 39.3% 1 0%
ZCA
3344
Zeke Capital Advisors
Pennsylvania
$116M +$6.46M +6% 2.24% 41% 64 14.06%
FA
3345
Fagan Associates
New York
$115M 0.4% 110% 85
WA
3346
WESPAC Advisors
California
$115M -$4.74M -4% 3.72% 112% 161 27.33%
WIL
3347
Winifred I. Li
$115M -$898K -0.8% 2.58% 417 9.11%
CRM
3348
Capital Returns Management
New York
$115M +$6.3M +6% 0.52% 4.39% 22 18.18%
PSC
3349
Piper Sandler & Co
Minnesota
$115M -$3.77M -3% 0.45% 0.04% 155 76.77%
B
3350
Bellecapital
Switzerland
$115M +$10.9M +10% 2.6% 128% 79 13.92%