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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 Time
Held (Qtrs)
FPA
3326
Fieldpoint Private Advisors
New York
$141M -$522K -0.4% 2.92% 34% 62 17.74% 7.3
NCM
3327
Nebula Capital Management
Connecticut
$141M -$16.7M -11% 2.19% 25.6% 34 23.53% 4.6
NME
3328
Notis-McConarty Edward
$141M +$1.46M +1% 2.6% 91.2% 99 4.04% 8.4
CCM
3329
CWH Capital Management
Washington
$141M -$14.4M -9% 3.28% 29.9% 62 40.32% 5.5
LFG
3330
LifePlan Financial Group
Ohio
$141M -$21K -0% 2.68% 20.2% 98 9.18% 7.2
NB
3331
Nicolet Bankshares
Wisconsin
$141M +$39.9M +40% 6.4% 75.5% 145 9.66% 0.9
DCM
3332
Delta Capital Management
New Jersey
$141M +$3.59M +3% 2.32% 125% 72 18.06% 7.7
BC
3333
Birchview Capital
Vermont
$140M -$33.4M -19% 16.8% 327% 43 13.95% 3.8
MI
3334
Montage Investments
Kansas
$140M +$89.3M +176% 2.06% – 174 61.49% 0.4
RDM
3335
Retirement Design & Management
Connecticut
$140M -$39.3M -22% 1.53% – 73 10.96% 3.8
EPIM
3336
Equinox Partners Investment Management
Connecticut
$140M +$29M +26% 32% 241% 15 6.67% 6.9
AW
3337
Alpha Windward
Massachusetts
$140M +$2.74M +2% 3.74% 33.6% 456 18.42% 6.3
GIM
3338
Groesbeck Investment Management
New Jersey
$140M -$17.3M -11% 1.4% 147% 93 25.81% 6.6
KFP
3339
Keystone Financial Planning
Ohio
$140M +$7.65M +6% 4.66% 46% 44 4.55% 7.4
ACP
3340
Arcus Capital Partners
Georgia
$140M +$1.02M +0.7% 2.19% 69.2% 89 30.34% 1
GC
3341
Gratry & Company
Ohio
$140M -$14M -9% 0.19% 44.3% 88 39.77% 3.5
SAIG
3342
Semper Augustus Investments Group
Colorado
$139M -$3.21M -2% 8.96% 95.4% 33 12.12% 9.7
DWM
3343
Dakota Wealth Management
Florida
$139M -$8.26M -6% 1.41% 112% 54 7.41% 4.6
RAM
3344
Riggs Asset Management
Pennsylvania
$139M -$63.3M -31% 0.29% 207% 293 11.95% 5.2
NOCM
3345
Night Owl Capital Management
Connecticut
$139M -$18.5M -12% 1.49% 162% 21 38.1% 7.7
CWP
3346
Capital Wealth Planning
Florida
$139M +$30.1M +28% 7.79% 73.9% 118 35.59% 5.7
SCP
3347
Scoria Capital Partners
Connecticut
$139M -$168M -55% 1.87% – 132 75% 1.1
FFM
3348
Fullerton Fund Management
Singapore
$139M +$8.16M +6% 4.95% 412% 19 31.58% 2.1
BPV
3349
Battery Partners VII
Massachusetts
$139M -$50.4M -27% 8.84% – 1 0% 5
CCPM
3350
Cooper Creek Partners Management
New York
$139M +$45.4M +49% 0.16% 86.4% 39 46.15% 2.8