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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)
BRF
3376
B. Riley Financial
California
$136M -$2.7M -2% 1.72% 682% 151 23.84% 0.9
ADL
3377
Asset Dedication LLC
California
$136M -$16.4M -11% 1.66% 67.8% 792 45.2% 0.9
DAM
3378
Deimos Asset Management
New York
$136M -$29.6M -18% 7.7% – 199 85.93% 0.3
MBA
3379
McQueen Ball & Associates
Pennsylvania
$136M +$25.3M +23% 3.92% 53.6% 110 21.82% 0.8
AIA
3380
AGF Investments America
Ontario, Canada
$136M -$1.42M -1% 2.6% 72.1% 40 20% 6.6
WAS
3381
WESPAC Advisors SoCal
California
$136M -$15.8M -10% 3.73% 135% 343 37.03% 0.8
CW
3382
Cabot-Wellington
Massachusetts
$136M -$11.5M -8% 6.07% 65% 28 25% 9.8
CCM
3383
Crossvault Capital Management
Texas
$136M -$5.08M -4% 0.2% 56.4% 72 11.11% 6.7
WCWM
3384
Wooster Corthell Wealth Management
Connecticut
$136M -$3.39M -2% 0.63% 39.1% 23 39.13% 8.2
JWS
3385
Juncture Wealth Strategies
Arizona
$135M +$1.48M +1% 0.03% 76.5% 80 13.75% 3.8
PO
3386
Private Ocean
California
$135M -$1.31M -1% 1.46% 2.82% 182 7.69% 7.4
RHFI
3387
Reilly Herbert Faulkner III
$135M +$16.3M +14% 7.97% 80.6% 44 6.82% 7.5
VWM
3388
Vector Wealth Management
Minnesota
$135M +$6.75M +5% 1.47% 2.13% 82 10.98% 7.7
HKIM
3389
Hayek Kallen Investment Management
Alabama
$135M +$4.36M +3% 3.79% 71.9% 59 6.78% 8.9
TAM
3390
Target Asset Management
Singapore
$135M – – 5.1% – 4 – 2.3
MCM
3391
McMillion Capital Management
North Carolina
$135M +$1.25M +0.9% 0.07% 59.3% 56 1.79% 8.5
ATC
3392
Adirondack Trust Company
New York
$135M +$8.4M +7% 2.83% 84.9% 384 6.77% 8.3
MKC
3393
M. Kraus & Co
Vermont
$135M +$1.63M +1% 3.09% 51.8% 53 7.55% 7.3
CGI
3394
Cougar Global Investments
Ontario, Canada
$134M – – 1.97% 17.4% 13 – 0
BC
3395
Bocage Capital
California
$134M -$4.79M -3% 21.7% 25.3% 23 52.17% 3.5
AF
3396
Aegis Financial
Virginia
$134M +$8.48M +7% 26.5% 266% 42 9.52% 8
SIM
3397
Summitview Investment Management
Cayman Islands
$134M -$14.5M -10% 2.56% – 14 42.86% 0.8
SHI
3398
SV Health Investors
Massachusetts
$134M +$9.44M +8% 16.8% 97.4% 6 0% 3.8
DAC
3399
Dymon Asia Capital
Singapore
$134M +$27.9M +26% 0.79% – 14 57.14% 0.5
CFA
3400
Cahill Financial Advisors
Minnesota
$133M +$11.1M +9% 2.59% 55.9% 113 9.73% 6.4