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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)
WCA
3476
Woodbine Capital Advisors
New York
$100M +$16.4M +20% 5.72% – 36 88.89% 0.1
AmeriServ Wealth Advisors
3477
AmeriServ Wealth Advisors
Pennsylvania
$100M -$68.1M -41% 1.07% – 187 32.62% 0.7
Trust Investment Advisors
3478
Trust Investment Advisors
Indiana
$100M +$2.6M +3% 0.69% 178% 105 14.29% 0.2
Bridgewater Advisors
3479
Bridgewater Advisors
New York
$99.4M +$2.15M +2% 2.34% 61% 98 18.37% 0.2
RAM
3480
Roumell Asset Management
Maryland
$99.4M +$5.27M +6% 1.6% 46.9% 25 64% 0.3
McCarthy Capital
3481
McCarthy Capital
Nebraska
$99.2M -$1.74M -2% 1.73% – 1 0% 0.8
Summit Rock Advisors
3482
Summit Rock Advisors
New York
$99.1M -$33.3M -25% 0.78% – 3 0% 0.8
GSI Capital Advisors
3483
GSI Capital Advisors
California
$99.1M +$9.5M +11% 10.2% 39.7% 39 46.15% 0.4
Suncoast Equity Management
3484
Suncoast Equity Management
Florida
$99.1M +$550K +0.6% 0.08% 82.9% 21 9.52% 0.8
Van Hulzen Asset Management
3485
Van Hulzen Asset Management
California
$98.9M -$16.8M -15% 2.5% 86.3% 111 34.23% 0.2
LC
3486
Lakeshore Capital
Alabama
$98.8M -$3.38M -3% 7.75% – 28 0% 0.8
RCA
3487
Rex Capital Advisors
Rhode Island
$98.7M +$7.96M +9% 2.47% 7.31% 56 12.5% 0.7
FIG
3488
Fusion Investment Group
Pennsylvania
$98.6M -$36.6M -27% 0.96% – 263 23.57% 0.2
HA
3489
Havens Advisors
New York
$98.1M -$27.9M -22% 11.1% 460% 52 71.15% 0.2
N.G. Partners II
3490
N.G. Partners II
California
$98.1M -$67.6M -41% 30.3% – 1 0% 0.3
Wheatland Advisors
3491
Wheatland Advisors
Pennsylvania
$97.9M +$2.53M +3% 2.26% 30.5% 86 6.98% 0.2
Verity Asset Management
3492
Verity Asset Management
North Carolina
$97.4M +$5.9M +6% 4.89% 79.7% 75 44% 0.2
Nierenberg Investment Management Company
3493
Nierenberg Investment Management Company
Washington
$97.2M -$13.5M -12% 8.71% 135% 7 0% 0.7
Fragasso Financial Advisors
3494
Fragasso Financial Advisors
Pennsylvania
$97M -$14.9M -13% 4.55% 73.7% 67 13.43% 0.2
Merriman Wealth Management
3495
Merriman Wealth Management
Washington
$96.6M -$139M -59% 2.12% 18.3% 111 86.49% 0.2
WRIP
3496
White River Investment Partners
California
$96.1M +$3.85M +4% 3.19% – 23 56.52% 0.2
BC
3497
Banced Corp
Illinois
$96.1M -$3.24M -3% 2.64% 27.5% 227 34.8% 0.5
NGP MR Management
3498
NGP MR Management
Texas
$95.9M -$177K -0.2% 8.44% 21.9% 4 75% 0.1
Grace Capital
3499
Grace Capital
Massachusetts
$95.3M +$8.8M +10% 1.37% 127% 82 3.66% 0.7
M Holdings Securities
3500
M Holdings Securities
Oregon
$95.3M -$44.9M -32% 1.77% 83.9% 211 40.76% 0.2