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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
WF
3451
WoodTrust Financial
Wisconsin
$191M +$4.09M +2% 2.23% 71.9% 80 6.25%
WCWM
3452
Wooster Corthell Wealth Management
Connecticut
$190M +$2.5M +1% 0.85% 39.1% 35 5.71%
BLAM
3453
Bourne Lent Asset Management
New York
$190M +$5.59M +3% 6.27% 76.1% 58 6.9%
SRC
3454
Stone Run Capital
New York
$190M -$791K -0.4% 2.85% 77.8% 69 8.7%
JWM
3455
Janiczek Wealth Management
Colorado
$190M +$13.1M +7% 1.32% 16.4% 177 75.14%
RCS
3456
Retirement Capital Strategies
California
$190M -$671K -0.4% 0.72% 59% 30 33.33%
UIA
3457
UG Investment Advisers
Taiwan
$189M +$16.3M +9% 1.16% 172% 7 28.57%
AIM
3458
AMI Investment Management
Indiana
$189M +$24.4M +15% 2% 47.9% 64 21.88%
CWM
3459
Confluence Wealth Management
Oregon
$189M -$6.82M -3% 2.54% 31.9% 125 7.2%
FFM
3460
Fullerton Fund Management
Singapore
$189M +$11.5M +6% 0.47% 412% 19 36.84%
CT
3461
CPF Texas
Texas
$189M -$6.98M -4% 1.41% 264 26.14%
LGC
3462
Laurel Grove Capital
California
$188M +$2.35M +1% 2.63% 59.2% 97 8.25%
PA
3463
Prism Advisors
California
$188M +$10.6M +6% 0.56% 49.9% 59 15.25%
PFA
3464
Pinnacle Family Advisors
Missouri
$188M +$12.7M +7% 2.03% 85.8% 75 29.33%
CCM
3465
Crossvault Capital Management
Texas
$188M +$11.8M +7% 3.71% 56.4% 67 19.4%
CIA
3466
CSat Investment Advisory
Michigan
$188M 3.61% 87.4% 556
SCP
3467
Steamboat Capital Partners
New York
$188M -$68.6M -27% 5.56% 280% 29 37.93%
OAM
3468
Occidental Asset Management
California
$187M +$1.9M +1% 3.94% 82.5% 154 10.39%
PE
3469
Point72 Europe
United Kingdom
$187M +$60.4M +48% 2.39% 95.4% 31 67.74%
BFC
3470
Blue Fin Capital
Rhode Island
$187M +$10.1M +6% 3.51% 125% 127 3.94%
LC
3471
Lincoln Capital
Nebraska
$187M +$1.98M +1% 2.49% 63.8% 72 6.94%
MIM
3472
Mittleman Investment Management
New York
$187M -$6.43M -3% 3.7% 11.6% 7 0%
JWS
3473
Juncture Wealth Strategies
Arizona
$187M +$7.44M +4% 0.87% 71.5% 109 18.35%
BCCM
3474
Bridge Creek Capital Management
Massachusetts
$187M -$79K -0% 3.11% 76.5% 82 1.22%
WA
3475
Winfield Associates
Ohio
$187M +$962K +0.5% 3.37% 77.8% 129 12.4%