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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
WCWM
3376
Wooster Corthell Wealth Management
Connecticut
$190M +$2.5M +1% 0.85% 39.1% 35 5.71%
BLAM
3377
Bourne Lent Asset Management
New York
$190M +$5.59M +3% 6.27% 75.7% 58 6.9%
SRC
3378
Stone Run Capital
New York
$190M -$791K -0.4% 2.85% 77.8% 69 8.7%
JWM
3379
Janiczek Wealth Management
Colorado
$190M +$13.1M +7% 1.32% 16.4% 177 75.14%
RCS
3380
Retirement Capital Strategies
California
$190M -$671K -0.4% 0.72% 50.2% 30 33.33%
UIA
3381
UG Investment Advisers
Taiwan
$189M +$16.3M +9% 1.16% 172% 7 28.57%
AIM
3382
AMI Investment Management
Indiana
$189M +$24.4M +15% 2% 47.9% 64 21.88%
CWM
3383
Confluence Wealth Management
Oregon
$189M -$6.82M -3% 2.54% 31.9% 125 7.2%
FFM
3384
Fullerton Fund Management
Singapore
$189M +$11.5M +6% 0.47% 323% 19 36.84%
CT
3385
CPF Texas
Texas
$189M -$6.98M -4% 1.41% 264 26.14%
LGC
3386
Laurel Grove Capital
California
$188M +$2.35M +1% 2.63% 59.2% 97 8.25%
PA
3387
Prism Advisors
California
$188M +$10.6M +6% 0.56% 49.9% 59 15.25%
PFA
3388
Pinnacle Family Advisors
Missouri
$188M +$12.7M +7% 2.03% 77.3% 75 29.33%
CCM
3389
Crossvault Capital Management
Texas
$188M +$11.8M +7% 3.71% 56.4% 67 19.4%
SCP
3390
Steamboat Capital Partners
New York
$188M -$68.6M -27% 5.56% 189% 29 37.93%
OAM
3391
Occidental Asset Management
California
$187M +$1.9M +1% 3.94% 65.6% 154 10.39%
PE
3392
Point72 Europe
United Kingdom
$187M +$60.4M +48% 2.39% 95.4% 31 67.74%
BFC
3393
Blue Fin Capital
Rhode Island
$187M +$10.1M +6% 3.51% 119% 127 3.94%
LC
3394
Lincoln Capital
Nebraska
$187M +$1.98M +1% 2.49% 63.8% 72 6.94%
MIM
3395
Mittleman Investment Management
New York
$187M -$6.43M -3% 3.7% 11.6% 7 0%
JWS
3396
Juncture Wealth Strategies
Arizona
$187M +$7.44M +4% 0.87% 71.5% 109 18.35%
BCCM
3397
Bridge Creek Capital Management
Massachusetts
$187M -$79K -0% 3.11% 76.5% 82 1.22%
WA
3398
Winfield Associates
Ohio
$187M +$962K +0.5% 3.37% 77.8% 129 12.4%
SCM
3399
Salem Capital Management
Massachusetts
$187M +$2.54M +1% 2.58% 32.3% 69 2.9%
HC
3400
Hendley & Co
Ohio
$186M -$2.45M -1% 3.06% 54.8% 57 10.53%