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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)
BAM
3451
Boyar Asset Management
New York
$131M +$2.77M +2% 4.12% 75.5% 66 6.06% 1.5
AACA
3452
American Assets Capital Advisers
California
$131M +$30.3M +30% 5.68% 73.5% 39 20.51% 0.2
CHP
3453
Cable Hill Partners
Oregon
$131M +$29.3M +29% 1.44% 20.3% 775 12.52% 0.2
MPAM
3454
Murphy Pohlad Asset Management
Minnesota
$131M -$7.89M -6% 0.66% 75.1% 95 7.37% 1.5
SCA
3455
Samson Capital Advisors
New York
$130M +$9.46M +8% 2.1% – 44 22.73% 0.2
DCM
3456
DAFNA Capital Management
California
$130M +$3.84M +3% 27.8% 313% 85 41.18% 0.8
IC
3457
Intersect Capital
California
$130M +$10.6M +9% 0.2% 57.2% 526 22.62% 0.2
PCTC
3458
Perkins Coie Trust Company
Washington
$130M +$4.51M +4% 1.79% 83.2% 262 12.6% 1
WCM
3459
Wesley Capital Management
New York
$130M +$14.1M +12% 4.13% 6.19% 33 63.64% 0.5
DP
3460
Delta Partners
Massachusetts
$130M -$614K -0.5% 1.13% 34.4% 17 35.29% 0.8
NG
3461
Northstar Group
New York
$130M +$1.91M +1% 0.06% 63.9% 116 6.03% 0.2
CM
3462
Cartica Management
District of Columbia
$130M +$58.7M +83% 7.57% 92.9% 3 33.33% 0.8
SC
3463
Saiers Capital
New York
$130M -$187M -59% 3.65% – 332 49.4% 0.5
Avior Wealth Management
3464
Avior Wealth Management
Nebraska
$130M +$3.85M +3% 1.87% 71.4% 384 15.36% 0.9
IA
3465
Ibbotson Associates
Illinois
$130M +$24M +23% 2.15% – 21 0% 1.7
PVWM
3466
Point View Wealth Management
New Jersey
$129M -$4.91M -4% 1.58% 27% 201 9.45% 1.1
TWM
3467
Torch Wealth Management
Ohio
$129M -$1.01M -0.8% 1.28% 48.8% 98 20.41% 1
GIM
3468
Greenwich Investment Management
Connecticut
$129M +$3.39M +3% 0.64% – 52 26.92% 0.8
PFA
3469
Paradigm Financial Advisors
Missouri
$129M +$6.19M +5% 1.91% 114% 82 6.1% 1.1
SAMT
3470
Select Asset Management & Trust
Pennsylvania
$129M -$10.4M -7% 1.47% 68.4% 41 21.95% 0.8
CAW
3471
Cornerstone Advisors (Washington)
Washington
$129M -$7.6M -6% 0.56% 24.3% 818 11% 1
SJL
3472
Shayne & Jacobs LLC
Tennessee
$129M -$7.37M -5% 3.98% 73.4% 25 4% 1.5
PWS
3473
Peloton Wealth Strategists
Indiana
$129M -$2.65M -2% 0.6% 51.3% 85 21.18% 1
ADBIC
3474
A.D. Beadell Investment Counsel
Wisconsin
$129M -$2.67M -2% 1.05% 83.3% 109 11.93% 1.3
GL
3475
Globe Life
Texas
$129M +$566K +0.4% 1.6% 60.1% 27 14.81% 1.3