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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)
Bourgeon Capital Management
3476
Bourgeon Capital Management
Connecticut
$194M +$7.97M +4% 7.57% 121% 77 7.79% 2.6
Palisades Hudson Asset Management
3477
Palisades Hudson Asset Management
Florida
$194M +$8.09M +4% 5.48% 66.8% 114 4.39% 3.7
Old Point Trust & Financial Services N A
3478
Old Point Trust & Financial Services N A
Virginia
$194M +$11.2M +6% 6.63% 72.6% 72 2.78% 4.4
Athanor Capital
3479
Athanor Capital
New York
$193M -$58.8M -23% 7.36% 171% 63 66.67% 0.2
CastleArk Alternatives
3480
CastleArk Alternatives
Illinois
$193M +$6.81M +4% 5.11% – 46 13.04% 0.5
Confluence Wealth Management
3481
Confluence Wealth Management
Oregon
$193M +$4.09M +2% 5.13% 31.9% 125 9.6% 2.9
Beech Hill Advisors
3482
Beech Hill Advisors
New York
$193M +$14.3M +8% 5.48% 105% 82 21.95% 2.3
Talara Capital Management
3483
Talara Capital Management
New Jersey
$193M +$12.9M +7% 0.56% 17.4% 17 5.88% 2
AMI Investment Management
3484
AMI Investment Management
Indiana
$193M +$3.67M +2% 5.94% 47.9% 65 10.77% 2.9
GSI Capital Advisors
3485
GSI Capital Advisors
California
$192M +$892K +0.5% 0.15% 39.7% 36 41.67% 0.7
Spitfire Capital
3486
Spitfire Capital
California
$192M -$15.5M -7% 0.66% 25.9% 19 5.26% 3.6
ACM
3487
Ailanthus Capital Management
New York
$192M -$12.7M -6% 4.03% – 20 55% 0.4
CCC
3488
Chelsea Counsel Company
California
$192M +$23.9M +14% 8.72% 106% 80 10% 3.6
Crestwood Capital Management
3489
Crestwood Capital Management
New York
$192M +$6.4M +3% 7.47% 203% 27 25.93% 1.6
KA
3490
Kaizen Advisory
Illinois
$192M -$5.2M -3% 6.11% – 633 18.48% 0.7
Lumbard & Kellner
3491
Lumbard & Kellner
New Hampshire
$192M +$20.6M +12% 4.83% 137% 85 10.59% 2.9
Liberty Capital Management
3492
Liberty Capital Management
Michigan
$191M +$20.5M +12% 8.4% – 115 14.78% 3.6
Blume Capital Management
3493
Blume Capital Management
California
$191M +$8.08M +4% 6.62% 96.9% 206 7.77% 3.2
HIS
3494
Horizon Investment Services
Indiana
$191M -$9.8M -5% 6.04% 250% 113 30.97% 1.7
Sharkey, Howes & Javer
3495
Sharkey, Howes & Javer
Colorado
$191M +$11M +6% 4.53% 60.2% 239 8.79% 2.4
Janiczek Wealth Management
3496
Janiczek Wealth Management
Colorado
$191M +$1.59M +0.8% 1.86% 16.4% 180 18.33% 0.5
Juncture Wealth Strategies
3497
Juncture Wealth Strategies
Arizona
$191M +$4.33M +2% 2.1% 76.5% 114 11.4% 1.9
Doheny Asset Management
3498
Doheny Asset Management
California
$191M +$6.62M +4% 4.56% 135% 106 11.32% 3.7
Pacifica Capital Investments
3499
Pacifica Capital Investments
Texas
$191M +$16M +9% 11.1% 70.4% 21 4.76% 3.4
CMH Wealth Management
3500
CMH Wealth Management
New Hampshire
$191M +$16M +9% 6.02% 88% 64 21.88% 1.1