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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
PMLI
3476
Penn Mutual Life Insurance
Pennsylvania
$121M +$36.5M +43% 2.38% 1.64% 19 10.53%
HW
3477
Hedeker Wealth
Illinois
$120M -$3.38M -3% 1.8% 120% 174 53.45%
WWM
3478
Willingdon Wealth Management
North Carolina
$120M -$38.5M -24% 0.17% 15.3% 95 25.26%
TSBJ
3479
Trevor, Stewart, Burton & Jacobsen
New York
$120M -$4.96M -4% 0.28% 60 56.67%
JAM
3480
Jolley Asset Management
North Carolina
$120M -$369K -0.3% 2.56% 3.47% 129 13.95%
GWA
3481
Genesis Wealth Advisors
Massachusetts
$120M -$5.73M -5% 1.67% 516 10.85%
NMM
3482
NGP MR Management
Texas
$120M -$2.21M -2% 1.8% 21.9% 2 0%
C
3483
CFO4Life
Texas
$120M -$1.1M -0.9% 1.87% 94 25.53%
PVMCI
3484
Polaris Venture Management Co IV
Massachusetts
$120M -$6.98M -5% 1.83% 52.2% 3 0%
MSFP
3485
Mark Sheptoff Financial Planning
Connecticut
$120M +$6.83M +6% 3.2% 85.8% 364 12.36%
CK
3486
Carnick & Kubik
Colorado
$120M +$2.39M +2% 3.8% 45.1% 124 11.29%
HCA
3487
Horan Capital Advisors
Ohio
$120M -$1.25M -1% 1.65% 26.6% 62 19.35%
OPPM
3488
Opus Point Partners Management
New York
$119M +$18.2M +18% 16.5% 85.2% 75 36%
RCM
3489
Rotella Capital Management
Washington
$119M +$3.99M +3% 7.12% 26.6% 696 75.43%
PCM
3490
Perkins Capital Management
Minnesota
$119M +$2.77M +2% 6.63% 303% 144 13.89%
CMC
3491
Catterton Management Company
Connecticut
$119M -$60.9M -34% 33.8% 9.46% 1 0%
BA
3492
Bennicas & Associates
California
$119M -$6.32M -5% 2% 40.3% 90 5.56%
MG
3493
Meditor Group
Bermuda
$119M +$22.8M +24% 33.6% 41.1% 3 0%
TAG
3494
Tactical Allocation Group
Michigan
$119M -$38.6M -25% 3.39% 15.2% 22 22.73%
ACP
3495
Acuta Capital Partners
California
$119M -$29.2M -20% 16% 7,472% 88 69.32%
OC
3496
Oppenheimer & Close
New York
$119M -$551K -0.5% 0.07% 145% 55 12.73%
FC
3497
Financial Consulate
Maryland
$119M -$33.2M -22% 1.03% 53.3% 70 27.14%
ARMT
3498
Amica Retiree Medical Trust
Rhode Island
$119M -$5.21M -4% 0.81% 396 12.37%
NCA
3499
New Century Advisors
Maryland
$119M -$577K -0.5% 1.1% 47 14.89%
WAM
3500
Weiss Asset Management
Massachusetts
$118M -$128M -52% 1.68% 87.3% 80 61.25%