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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)
Private Ocean
3501
Private Ocean
California
$179M +$15.2M +9% 1.04% 2.82% 453 62.25% 1.2
Lincoln Capital
3502
Lincoln Capital
Nebraska
$179M +$17.2M +11% 8.19% 67.1% 72 8.33% 2.3
Beryl Capital Management
3503
Beryl Capital Management
California
$179M – – 14.3% 3,932% 21 – 0
CWM
3504
Catamount Wealth Management
Connecticut
$179M +$7.22M +4% 5.65% 70.7% 219 28.31% 1.5
Banco BTG Pactual
3505
Banco BTG Pactual
Brazil
$179M -$64.7M -27% 1.61% 135% 96 65.63% 0.3
Malaga Cove Capital
3506
Malaga Cove Capital
California
$179M +$4.7M +3% 6.31% 97.3% 187 42.78% 1.1
First Command Bank
3507
First Command Bank
Texas
$179M +$18.5M +12% 2.64% 34.1% 427 8.43% 0.8
First Command Financial Services
3508
First Command Financial Services
Texas
$179M +$18.5M +12% 2.64% 34.4% 427 8.43% 0.8
SimplyRich
3509
SimplyRich
California
$179M – – 5.79% 98.3% 162 – 0
Intercontinental Wealth Advisors
3510
Intercontinental Wealth Advisors
Texas
$178M +$14.6M +9% 5.81% 46.7% 170 32.94% 1
ACM
3511
Ailanthus Capital Management
New York
$178M – – 8.8% – 13 – 0
Wilsey Asset Management
3512
Wilsey Asset Management
California
$178M +$23.2M +15% 12.4% 66.9% 20 10% 2.6
SC
3513
Schulhoff & Co
Ohio
$178M +$9.7M +6% 4.82% 51.8% 110 4.55% 3.7
Juncture Wealth Strategies
3514
Juncture Wealth Strategies
Arizona
$178M -$185K -0.1% 2.9% 76.5% 88 9.09% 1.8
DVM
3515
Dreman Value Management
Florida
$177M -$5.1M -3% 6.99% 36.6% 461 9.76% 1.2
Sio Capital Management
3516
Sio Capital Management
New York
$177M -$15.4M -8% 15.9% 564% 76 69.74% 0.5
PC
3517
Premise Capital
Illinois
$177M -$6.08M -3% 3.47% 43% 19 26.32% 1.7
Arcus Capital Partners
3518
Arcus Capital Partners
Georgia
$177M -$14.2M -7% 4.02% 69.2% 123 20.33% 1.1
Punch Card Management
3519
Punch Card Management
Florida
$177M +$12.1M +7% 8.23% 41% 3 0% 2.8
YP
3520
Yellowstone Partners
Idaho
$177M -$14.2M -7% 5.83% – 215 20.47% 2.3
Solaris Asset Management
3521
Solaris Asset Management
New York
$176M +$5.44M +3% 6.42% 74% 298 25.17% 2
Augustine Asset Management
3522
Augustine Asset Management
Florida
$176M +$19.8M +13% 4.66% 316% 76 21.05% 1.9
First Western Capital Management
3523
First Western Capital Management
California
$176M +$11.5M +7% 6.29% 43% 73 1.37% 3
Kemper Corp Master Retirement Trust
3524
Kemper Corp Master Retirement Trust
Illinois
$176M +$8.95M +5% 6.95% 21.9% 92 3.26% 3.3
RAG
3525
Roof Advisory Group
Pennsylvania
$176M – – 5.78% – 33 – 0