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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
EC
3351
Engaged Capital
California
$134M +$11.4M +9% 4.07% 16.3% 19 47.37%
WAM
3352
Wilsey Asset Management
California
$134M -$8.85M -6% 4.26% 55% 25 24%
ATC
3353
Adirondack Trust Company
New York
$134M +$100K +0.1% 0.59% 84.9% 375 14.13%
DGA
3354
DST Global Advisors
British Virgin Islands
$133M -$12.5M -9% 14.4% 2 50%
TCM
3355
Tieton Capital Management
Washington
$133M +$12M +10% 22.5% 154% 27 3.7%
KSA
3356
Ken Stern & Associates
California
$133M +$4.68M +4% 2.35% 39.4% 100 51%
GWM
3357
Graybill Wealth Management
Illinois
$133M +$1.25M +0.9% 3.34% 53 7.55%
RJA
3358
Robshaw & Julian Associates
New York
$133M +$5.79M +5% 0.13% 19.3% 35 5.71%
WCBA
3359
Weaver C. Barksdale & Associates
Tennessee
$133M +$8.74M +7% 9.77% 40.1% 581 10.5%
BRWM
3360
B. Riley Wealth Management
Tennessee
$133M +$10.7M +9% 4.64% 49.6% 1,183 21.47%
GOCM
3361
Green Owl Capital Management
New York
$133M +$21M +19% 7.9% 146 73.97%
NFM
3362
North Forty Management
Washington
$132M -$6.21M -4% 5.33% 9.62% 6 16.67%
HAM
3363
Harber Asset Management
North Carolina
$132M +$10.3M +8% 2.86% 30% 56 39.29%
EWMCB
3364
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$132M +$6.15M +5% 1.86% 13% 81 3.7%
FNB
3365
Farmers National Bank
Kentucky
$132M +$10.3M +8% 0.09% 103 7.77%
CM
3366
Cornerstone Management
Georgia
$132M +$3.6M +3% 1.3% 40% 47 8.51%
CNC
3367
Citizens & Northern Corp
Pennsylvania
$132M -$342K -0.3% 0.88% 73.3% 113 5.31%
WA
3368
WESPAC Advisors
California
$132M -$10.6M -7% 3.36% 84.5% 146 39.04%
LIM
3369
Loudon Investment Management
New Hampshire
$132M -$1.77M -1% 0.72% 50.1% 81 8.64%
MIM
3370
Midwest Investment Management
Ohio
$132M -$6.02M -4% 0.49% 26% 56 10.71%
KFP
3371
Keystone Financial Planning
Ohio
$132M -$4.06M -3% 2.55% 34.1% 48 16.67%
AC
3372
Aperimus Capital
California
$131M -$8.71M -6% 3.15% 44% 3 0%
CFA
3373
Cahill Financial Advisors
Minnesota
$131M +$1.75M +1% 1.95% 45.2% 106 9.43%
RA
3374
RFG Advisory
Alabama
$131M +$46.8M +55% 4.96% 52.3% 58 84.48%
MIRH
3375
Madison International Realty Holdings
New York
$131M +$5.52M +4% 1.02% 2 0%