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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)
GSI Capital Advisors
3426
GSI Capital Advisors
California
$165M -$2.81M -2% 0.13% 39.7% 41 43.9% 0.4
Farmers National Bank
3427
Farmers National Bank
Kentucky
$165M -$4.23M -2% 2.65% – 153 5.88% 2
Starfire Investment Advisers
3428
Starfire Investment Advisers
Michigan
$165M -$5.91M -3% 4.09% 19.2% 130 13.85% 2.1
RHFI
3429
Reilly Herbert Faulkner III
$165M +$4.39M +3% 5.5% 80.6% 44 4.55% 3.1
Punch Card Management
3430
Punch Card Management
Florida
$165M +$7.23M +5% 14.1% 41% 3 0% 2.5
First Western Capital Management
3431
First Western Capital Management
California
$165M -$1.07M -0.6% 5.95% 43% 79 8.86% 2.7
WIM
3432
Wilen Investment Management
Florida
$164M -$1.44M -0.9% 6.58% 79.9% 64 7.81% 3.4
Moisand Fitzgerald Tamayo
3433
Moisand Fitzgerald Tamayo
Florida
$164M +$17.3M +12% 3.56% 51.1% 329 78.42% 0.3
Private Ocean
3434
Private Ocean
California
$164M +$9.7M +6% 1.53% 2.82% 203 22.17% 2.6
Sofinnova Management VIII
3435
Sofinnova Management VIII
California
$164M -$14.4M -8% 18.1% – 10 30% 0.6
Vontobel Swiss Wealth Advisors
3436
Vontobel Swiss Wealth Advisors
Switzerland
$164M +$6.7M +4% 4.22% 70.1% 78 21.79% 1.4
Covenant Asset Management
3437
Covenant Asset Management
New Jersey
$164M +$7.66M +5% 6.6% 177% 145 9.66% 0.6
Intercontinental Wealth Advisors
3438
Intercontinental Wealth Advisors
Texas
$164M +$8.18M +5% 5.18% 46.7% 141 15.6% 1
Travelers Companies
3439
Travelers Companies
Minnesota
$164M -$106M -39% 0.57% – 21 52.38% 2.4
TA
3440
Tamarack Advisers
California
$163M -$7.99M -5% 6.43% 46.5% 47 59.57% 0.5
Cumberland Advisors
3441
Cumberland Advisors
Florida
$163M -$6.88M -4% 5.15% 73.5% 47 12.77% 1.3
Affinity Wealth Management
3442
Affinity Wealth Management
Delaware
$163M +$5.41M +3% 3.88% 116% 83 28.92% 1.5
Blue Fin Capital
3443
Blue Fin Capital
Rhode Island
$163M +$7.69M +5% 4.75% 125% 133 6.77% 3
American Asset Management
3444
American Asset Management
Florida
$163M -$15.9M -9% 2.31% 42.5% 100 15% 0.9
Capital Investment Advisory Services
3445
Capital Investment Advisory Services
North Carolina
$163M +$11M +7% 3.44% 69.3% 180 12.22% 0.6
Anderson Hoagland & Co
3446
Anderson Hoagland & Co
Missouri
$163M +$6.09M +4% 7.54% 95.1% 98 10.2% 2.5
Horan Capital Advisors
3447
Horan Capital Advisors
Ohio
$163M +$15.6M +11% 5.02% 26.6% 318 75.16% 0.5
BCM Advisors
3448
BCM Advisors
Louisiana
$163M +$3.86M +2% 1.3% 59.3% 32 3.13% 0.7
Mosaic Financial Partners
3449
Mosaic Financial Partners
California
$162M +$2.2M +1% 2.1% 6.05% 47 8.51% 3.2
AW
3450
Alpha Windward
Massachusetts
$162M +$6.54M +4% 5.61% 33.6% 448 17.86% 2.2