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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
LI
3376
Longer Investments
Arkansas
$131M -$3.88M -3% 1.16% 20.4% 46 32.61%
CPA
3377
Columbia Pacific Advisors
Washington
$131M -$11.8M -8% 1.65% 5.27% 56 60.71%
OF
3378
Orbis Financial
British Virgin Islands
$131M +$9.69M +8% 8.38% 2 0%
BAM
3379
Boyar Asset Management
New York
$131M +$2.77M +2% 4.12% 58.4% 66 6.06%
AACA
3380
American Assets Capital Advisers
California
$131M +$30.3M +30% 5.68% 73.5% 39 20.51%
CHP
3381
Cable Hill Partners
Oregon
$131M +$29.3M +29% 1.44% 20.3% 775 12.52%
MPAM
3382
Murphy Pohlad Asset Management
Minnesota
$131M -$7.89M -6% 0.66% 75.1% 95 7.37%
SCA
3383
Samson Capital Advisors
New York
$130M +$9.46M +8% 2.1% 44 22.73%
DCM
3384
DAFNA Capital Management
California
$130M +$3.84M +3% 27.8% 240% 85 41.18%
IC
3385
Intersect Capital
California
$130M +$10.6M +9% 0.2% 57.2% 526 22.62%
PCTC
3386
Perkins Coie Trust Company
Washington
$130M +$4.51M +4% 1.79% 70.8% 262 12.6%
WCM
3387
Wesley Capital Management
New York
$130M +$14.1M +12% 4.13% 6.19% 33 63.64%
DP
3388
Delta Partners
Massachusetts
$130M -$614K -0.5% 1.13% 34.4% 17 35.29%
NG
3389
Northstar Group
New York
$130M +$1.91M +1% 0.06% 61.8% 116 6.03%
CM
3390
Cartica Management
District of Columbia
$130M +$58.7M +83% 7.57% 92.9% 3 33.33%
IA
3391
Ibbotson Associates
Illinois
$130M +$24M +23% 2.15% 21 0%
AWM
3392
Avior Wealth Management
Nebraska
$130M +$3.85M +3% 1.87% 66% 384 15.36%
PVWM
3393
Point View Wealth Management
New Jersey
$129M -$4.91M -4% 1.58% 27% 201 9.45%
TWM
3394
Torch Wealth Management
Ohio
$129M -$1.01M -0.8% 1.28% 48.8% 98 20.41%
GIM
3395
Greenwich Investment Management
Connecticut
$129M +$3.39M +3% 0.64% 52 26.92%
PFA
3396
Paradigm Financial Advisors
Missouri
$129M +$6.19M +5% 1.91% 114% 82 6.1%
SAMT
3397
Select Asset Management & Trust
Pennsylvania
$129M -$10.4M -7% 1.47% 60.9% 41 21.95%
CAW
3398
Cornerstone Advisors (Washington)
Washington
$129M -$7.6M -6% 0.56% 24.3% 818 11%
SJL
3399
Shayne & Jacobs LLC
Tennessee
$129M -$7.37M -5% 3.98% 73.4% 25 4%
PWS
3400
Peloton Wealth Strategists
Indiana
$129M -$2.65M -2% 0.6% 41.1% 85 21.18%