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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)
RWM
3426
Rench Wealth Management
Texas
$103M – – 8.39% 106% 43 – 0
EA
3427
Elm Advisors
California
$103M – – 8.07% 50.5% 73 – 0
PM
3428
Penbrook Management
New York
$103M – – 12% 106% 111 – 0
FCMI
3429
Foresite Capital Management I
California
$103M – – 18.6% 40.7% 9 – 0
UPA
3430
Union Point Advisors
California
$103M +$49.4M +92% 18.5% – 40 72.5% 0.3
PC
3431
Pecaut & Co
Iowa
$103M – – 9.67% 67.6% 48 – 0
PIMJS
3432
PKO Investment Management Joint-Stock
Poland
$103M – – 17.2% 125% 44 – 0
MCWS
3433
McKinley Carter Wealth Services
West Virginia
$103M +$18.3M +22% 8.36% 57.4% 128 33.59% 1.2
FMB
3434
Field & Main Bank
Kentucky
$103M – – 10.3% 107% 187 – 0
MCM
3435
MKP Capital Management
New York
$102M -$1.45B -93% 20.6% 69.8% 7 85.71% 0.7
LOCC
3436
Lombard Odier & Cie (Canada)
Quebec, Canada
$102M – – 6.42% 19.2% 133 – 0
LC
3437
Lakeshore Capital
Alabama
$102M -$7.54M -7% 1.54% – 30 6.67% 2
VNB
3438
Valley National Bancorp
New York
$102M – – 5.67% – 197 – 0
SCM
3439
Schnieders Capital Management
California
$102M – – 8.72% 103% 109 – 0
FHC
3440
First Houston Capital
Texas
$102M +$9.05M +10% 10.5% 39.2% 87 29.89% 0.9
PFA
3441
Paradigm Financial Advisors
Missouri
$102M – – 7.8% 114% 264 – 0
RMSCM
3442
R.M. Sincerbeaux Capital Management
New York
$102M – – 9.52% 76.4% 58 – 0
PCTC
3443
Perkins Coie Trust Company
Washington
$102M – – 9.93% 70.8% 208 – 0
PTCG
3444
Pring Turner Capital Group
California
$101M – – 4.76% 70.8% 219 – 0
TFCP
3445
Twin Focus Capital Partners
Massachusetts
$101M -$3.65M -3% 4.11% 92.5% 94 27.66% 1.6
AWA
3446
Arete Wealth Advisors
Illinois
$101M – – 7.88% 85.3% 98 – 0
GAAM
3447
Guinness Atkinson Asset Management
California
$101M -$2.58M -2% 7.87% 132% 83 18.07% 1.9
OFC
3448
Open Field Capital
United States
$101M – – 1.76% – 43 – 0
SM
3449
Salzhauer Michael
$101M – – 14.3% 107% 126 – 0
IOOF
3450
Independent Order of Foresters
Ontario, Canada
$101M -$989K -1% 0.53% 66.3% 128 6.25% 1.9