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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)
Fieldpoint Private Advisors
3326
Fieldpoint Private Advisors
New York
$141M -$522K -0.4% 2.92% 34% 62 17.74% 1.8
Nebula Capital Management
3327
Nebula Capital Management
Connecticut
$141M -$16.7M -11% 2.19% 25.6% 34 23.53% 1.1
NME
3328
Notis-McConarty Edward
$141M +$1.46M +1% 2.6% 91.2% 99 4.04% 2.1
CCM
3329
CWH Capital Management
Washington
$141M -$14.4M -9% 3.28% 29.9% 62 40.32% 1.4
LFG
3330
LifePlan Financial Group
Ohio
$141M -$21K -0% 2.68% 20.2% 98 9.18% 1.8
Nicolet Bankshares
3331
Nicolet Bankshares
Wisconsin
$141M +$39.9M +40% 6.4% 75.5% 145 9.66% 0.2
Delta Capital Management
3332
Delta Capital Management
New Jersey
$141M +$3.59M +3% 2.32% 129% 72 18.06% 1.9
Birchview Capital
3333
Birchview Capital
Vermont
$140M -$33.4M -19% 16.8% 327% 43 13.95% 0.9
Montage Investments
3334
Montage Investments
Kansas
$140M +$89.3M +176% 2.06% – 174 61.49% 0.1
RDM
3335
Retirement Design & Management
Connecticut
$140M -$39.3M -22% 1.53% – 73 10.96% 1
Equinox Partners Investment Management
3336
Equinox Partners Investment Management
Connecticut
$140M +$29M +26% 32% 241% 15 6.67% 1.7
AW
3337
Alpha Windward
Massachusetts
$140M +$2.74M +2% 3.74% 33.6% 456 18.42% 1.6
Groesbeck Investment Management
3338
Groesbeck Investment Management
New Jersey
$140M -$17.3M -11% 1.4% 147% 93 25.81% 1.7
Keystone Financial Planning
3339
Keystone Financial Planning
Ohio
$140M +$7.65M +6% 4.66% 46% 44 4.55% 1.9
Arcus Capital Partners
3340
Arcus Capital Partners
Georgia
$140M +$1.02M +0.7% 2.19% 69.2% 89 30.34% 0.2
Gratry & Company
3341
Gratry & Company
Ohio
$140M -$14M -9% 0.19% 44.3% 88 39.77% 0.9
Semper Augustus Investments Group
3342
Semper Augustus Investments Group
Colorado
$139M -$3.21M -2% 8.96% 95.4% 33 12.12% 2.4
Dakota Wealth Management
3343
Dakota Wealth Management
Florida
$139M -$8.26M -6% 1.41% 112% 54 7.41% 1.2
Riggs Asset Management
3344
Riggs Asset Management
Pennsylvania
$139M -$63.3M -31% 0.29% 207% 293 11.95% 1.3
Night Owl Capital Management
3345
Night Owl Capital Management
Connecticut
$139M -$18.5M -12% 1.49% 162% 21 38.1% 1.9
Capital Wealth Planning
3346
Capital Wealth Planning
Florida
$139M +$30.1M +28% 7.79% 73.9% 118 35.59% 1.4
SCP
3347
Scoria Capital Partners
Connecticut
$139M -$168M -55% 1.87% – 132 75% 0.3
Fullerton Fund Management
3348
Fullerton Fund Management
Singapore
$139M +$8.16M +6% 4.95% 412% 19 31.58% 0.5
Battery Partners VII
3349
Battery Partners VII
Massachusetts
$139M -$50.4M -27% 8.84% – 1 0% 1.3
CCPM
3350
Cooper Creek Partners Management
New York
$139M +$45.4M +49% 0.16% 86.4% 39 46.15% 0.7