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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 Holding
Period (Yrs)
Blue Bell Private Wealth Management
3376
Blue Bell Private Wealth Management
Pennsylvania
$214M +$24.1M +13% 13.7% 68.2% 217 10.6% 4.3
Northwest Quadrant Wealth Management
3377
Northwest Quadrant Wealth Management
Oregon
$214M +$13.9M +7% 9.73% 45.6% 63 9.52% 1.6
TLCM
3378
Tiger Legatus Capital Management
New York
$214M +$37.5M +21% 10.7% 19.1% 19 68.42% 0.9
CFO4Life Group
3379
CFO4Life Group
Texas
$213M -$14M -6% 13.8% 56.7% 135 20.74% 1.1
Twin Focus Capital Partners
3380
Twin Focus Capital Partners
Massachusetts
$213M -$10.4M -5% 10.5% 92.5% 110 18.18% 2.9
Rock Point Advisors
3381
Rock Point Advisors
Vermont
$213M +$17.6M +9% 12.7% 82.8% 79 13.92% 3.2
Punch Card Management
3382
Punch Card Management
Florida
$212M +$51.1M +32% 1.84% 41% 5 60% 1.9
RDA Financial Network
3383
RDA Financial Network
Iowa
$212M – – 11.3% 93.4% 222 – 0
Windsor Capital Management
3384
Windsor Capital Management
Arizona
$212M +$18.5M +10% 9.95% 49.1% 118 5.08% 4
Janiczek Wealth Management
3385
Janiczek Wealth Management
Colorado
$212M +$14.8M +7% 10% 16.4% 194 22.16% 0.9
Kohmann Bosshard Financial Services
3386
Kohmann Bosshard Financial Services
Ohio
$212M +$27M +15% 9.21% 42.8% 104 7.69% 1.6
VM
3387
VPR Management
Texas
$211M +$24.9M +13% 11.4% 54.5% 19 0% 1.3
BCM Advisors
3388
BCM Advisors
Louisiana
$211M +$14.5M +7% 8.59% 59.3% 39 10.26% 1.8
Buckley Wealth Management
3389
Buckley Wealth Management
Nevada
$211M +$17.2M +9% 12% 88% 150 11.33% 1.1
Muhlenkamp & Co
3390
Muhlenkamp & Co
Pennsylvania
$211M – – 10.7% 107% 32 – 2.9
Home Federal Bank of Tennessee
3391
Home Federal Bank of Tennessee
Tennessee
$211M +$20.5M +11% 12.3% 74% 66 3.03% 2.9
MHP
3392
Manatuck Hill Partners
Connecticut
$211M +$16.7M +9% 19.5% 556% 118 43.22% 1.3
Wynnefield Capital
3393
Wynnefield Capital
New York
$211M +$13.4M +7% 12.9% 52.1% 32 18.75% 3.2
PCMK
3394
Paragon Capital Management (Kansas)
Kansas
$211M +$25M +13% 14.1% 87.5% 350 82.29% 0.7
Oarsman Capital
3395
Oarsman Capital
Wisconsin
$211M +$15.4M +8% 11.1% 70.6% 182 7.14% 4
First Bankers Trust
3396
First Bankers Trust
Kentucky
$210M -$174M -45% 11.7% 78.9% 159 17.61% 4.4
Acuta Capital Partners
3397
Acuta Capital Partners
California
$210M +$79.2M +60% 39.7% 7,269% 36 50% 1.1
Dynamo Administracao de Recursos
3398
Dynamo Administracao de Recursos
Brazil
$210M +$76.6M +57% 57.5% 350% 5 40% 0.8
Bank Pictet & Cie (Asia)
3399
Bank Pictet & Cie (Asia)
Singapore
$210M +$25.2M +14% 14.1% 30.4% 91 21.98% 1.5
Ellevest Inc
3400
Ellevest Inc
New York
$210M +$12.9M +7% 10.5% 73.8% 450 45.11% 0.2