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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
SW
3326
SkyOak Wealth
Michigan
$196M -$127M -39% 12.1% 73.4% 336 44.64%
WAM
3327
Wilsey Asset Management
California
$195M -$80.3M -29% 27.6% 55% 24 20.83%
TPM
3328
Totem Point Management
New York
$195M -$39M -17% 10.2% 577% 17 35.29%
TS
3329
Twin Securities
New York
$195M +$40.9M +26% 4.44% 506% 21 71.43%
FIM
3330
Fruth Investment Management
Texas
$195M -$68.4M -26% 23% 71% 212 16.98%
DBIA
3331
Dumont & Blake Investment Advisors
New Jersey
$195M -$59.3M -23% 19.7% 78.3% 204 25.49%
KC
3332
Kingfisher Capital
North Carolina
$195M -$19.5M -9% 10.3% 58.5% 178 35.96%
HJIM
3333
Henry James International Management
New York
$195M -$62.8M -24% 16.8% 123% 133 3.01%
TPA
3334
Trivium Point Advisory
Connecticut
$194M -$62.8M -24% 15.6% 106% 187 38.5%
CFD
3335
Creative Financial Designs
Indiana
$194M -$29.3M -13% 17.4% 56.2% 637 35.32%
FTCM
3336
First Trust Capital Management
Illinois
$194M -$122M -38% 8.11% 214% 63 90.48%
GDP
3337
Great Diamond Partners
Maine
$194M -$68.7M -26% 14.7% 78.6% 688 82.12%
HWM
3338
Holloway Wealth Management
Florida
$194M -$38.1M -16% 14% 50.7% 198 0%
SP
3339
StackLine Partners
New York
$194M -$15.3M -7% 26.2% 12.7% 14 35.71%
WC
3340
Westwind Capital
New Mexico
$194M -$12.2M -6% 3.36% 78.1% 47 21.28%
FBT
3341
First Bankers Trust
Kentucky
$194M -$43.8M -18% 17% 78.9% 125 9.6%
MCIA
3342
Mountain Capital Investment Advisors
Colorado
$194M -$31.5M -14% 7.84% 63.3% 55 43.64%
PG
3343
Patten Group
Tennessee
$193M -$74.9M -28% 16.2% 88.1% 218 19.72%
SIA
3344
Sovereign Investment Advisors
Arizona
$193M -$27M -12% 12% 43.7% 21 0%
MWP
3345
Moller Wealth Partners
$193M -$32.6M -14% 23.1% 41.4% 50 14%
BCM
3346
Bourgeon Capital Management
Connecticut
$193M -$18.7M -9% 18.8% 117% 288 26.74%
GBCP
3347
Glade Brook Capital Partners
Connecticut
$193M -$128M -40% 7.33% 2 0%
1WA
3348
180 Wealth Advisors
Washington
$193M -$58.2M -23% 16.4% 136% 277 25.63%
CCM
3349
Cobalt Capital Management
New Jersey
$193M -$86.9M -31% 9.27% 235% 49 79.59%
GI
3350
Glovista Investments
New Jersey
$193M -$112M -37% 17% 2.48% 112 42.86%