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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)
ACM
3476
Axel Capital Management
New York
$130M +$17.4M +15% 2.08% 194% 17 0% 2.6
Wilsey Asset Management
3477
Wilsey Asset Management
California
$130M -$9.9M -7% 6.53% 55% 22 13.64% 2.2
CSA
3478
Cottage Street Advisors
Massachusetts
$130M +$6.36M +5% 4.92% 95.8% 86 9.3% 0.7
Capital Wealth Planning
3479
Capital Wealth Planning
Florida
$130M -$3.16M -2% 0.44% 73.9% 112 39.29% 1.7
LRIC
3480
Long Road Investment Counsel
Michigan
$130M +$1.88M +1% 3.34% 53.8% 70 4.29% 1.6
DWM
3481
Darwin Wealth Management
Florida
$129M +$12.3M +10% 0.2% 56.8% 92 9.78% 0.2
CAM
3482
Caprin Asset Management
Virginia
$129M +$3.41M +3% 0.67% 7.87% 26 42.31% 0.4
EPIM
3483
Equinox Partners Investment Management
Connecticut
$129M -$31M -19% 5.53% 241% 15 33.33% 1.9
LIM
3484
Loudon Investment Management
New Hampshire
$129M +$3.3M +3% 2.41% 61.6% 87 9.2% 2
Carrhae Capital
3485
Carrhae Capital
United Kingdom
$129M +$21.1M +20% 7.74% 159% 16 43.75% 0.3
HRC
3486
Hoertkorn Richard Charles
$128M +$3.03M +2% 7.88% 172% 95 7.37% 2.3
HA
3487
Havens Advisors
New York
$128M -$3.38M -3% 14.4% 460% 62 75.81% 0.4
SCM
3488
Stonehearth Capital Management
Massachusetts
$128M +$1.2M +0.9% 2.06% 87.5% 31 6.45% 1.3
RC
3489
Raine Capital
New York
$128M +$20.1M +19% 9.9% 119% 14 14.29% 0.5
GC
3490
Gratry & Company
Ohio
$128M +$1.12M +0.9% 7.28% 44.3% 94 41.49% 0.8
RC
3491
Rinet Company
Massachusetts
$128M +$2.32M +2% 3.06% 33.1% 17 0% 1.2
IR
3492
Invictus RG
Bermuda
$128M +$33.9M +36% 9.79% 289% 876 57.19% 0.3
CHJWM
3493
Carlton Hofferkamp & Jenks Wealth Management
Texas
$128M +$1.14M +0.9% 1.46% 58.2% 84 13.1% 1.8
Oliver Luxxe Assets
3494
Oliver Luxxe Assets
New Jersey
$128M +$10M +8% 3.43% 137% 88 21.59% 0.5
CNC
3495
Citizens & Northern Corp
Pennsylvania
$128M -$570K -0.4% 4.54% 73.3% 108 9.26% 2.4
MPA
3496
Marvin & Palmer Associates
Delaware
$128M +$53.8M +73% 20.1% 392% 46 41.3% 0.8
DSN
3497
D. Scott Neal
Kentucky
$127M +$14.6M +13% 2.29% 105% 209 25.84% 0.9
SCM
3498
Sitrin Capital Management
California
$127M +$2.81M +2% 3.78% 139% 38 10.53% 0.7
Willow Creek Wealth Management
3499
Willow Creek Wealth Management
California
$127M +$4.04M +3% 0.01% 36.5% 21 19.05% 1.3
BAM
3500
Boyar Asset Management
New York
$127M +$584K +0.5% 2.46% 75.5% 65 1.54% 2.7