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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)
Peoples Financial Services Corp
3526
Peoples Financial Services Corp
Pennsylvania
$197M +$1.6M +0.8% 3.18% 104% 367 3.81% 4.1
Bank of Stockton
3527
Bank of Stockton
California
$197M +$2.62M +1% 3.62% 99.2% 110 9.09% 3.8
Taiyo Life Insurance Company
3528
Taiyo Life Insurance Company
Japan
$197M +$5.04M +3% 2.63% 90.5% 5 0% 1.3
Bain Capital Life Sciences Investors
3529
Bain Capital Life Sciences Investors
Massachusetts
$197M -$53.3M -21% 0.71% 507% 6 16.67% 1.2
Triangle Securities Wealth Management
3530
Triangle Securities Wealth Management
North Carolina
$197M +$6.04M +3% 3.31% 83.6% 155 10.32% 3.6
AC
3531
Asturias Capital
New York
$197M -$20.8M -10% 7.5% 94.2% 24 50% 0.5
ER
3532
Enlightenment Research
Florida
$197M +$145M +283% 2.65% 195% 307 83.06% 0.1
Chase Investment Counsel
3533
Chase Investment Counsel
Virginia
$197M +$2.2M +1% 9.97% 350% 110 26.36% 1.4
NFG
3534
Noven Financial Group
Colorado
$197M +$5.75M +3% 3.93% 45.1% 41 31.71% 2.2
Old Point Trust & Financial Services N A
3535
Old Point Trust & Financial Services N A
Virginia
$196M +$3.93M +2% 2.23% 72.6% 72 6.94% 4.9
AMI Investment Management
3536
AMI Investment Management
Indiana
$196M +$6.52M +3% 4.7% 47.9% 66 0% 3.2
Artemis Wealth Advisors
3537
Artemis Wealth Advisors
New York
$196M +$7.6M +4% 3.92% 174% 31 6.45% 2.1
BW
3538
Biegel & Waller
Maryland
$196M +$1.14M +0.6% 5.51% 28.2% 82 8.54% 1.6
Sterling Investment Advisors (Pennsylvania)
3539
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$195M -$829K -0.4% 2% 97.5% 467 17.13% 1.7
HighVista Strategies
3540
HighVista Strategies
Massachusetts
$195M +$72.8M +59% 3.48% 622% 140 42.86% 0.7
Integrated Investment Consultants
3541
Integrated Investment Consultants
Michigan
$195M +$7.85M +4% 3.37% 70.2% 166 17.47% 2.4
Attestor
3542
Attestor
United Kingdom
$195M -$80.5M -29% 28.8% 55.7% 3 66.67% 0.5
Sloane Robinson
3543
Sloane Robinson
United Kingdom
$195M +$47.3M +32% 9.01% 175% 24 37.5% 1
Gramercy Funds Management
3544
Gramercy Funds Management
Connecticut
$195M -$179M -48% 12.1% 87.6% 22 31.82% 0.9
Pacific Center for Financial Services
3545
Pacific Center for Financial Services
California
$195M +$9.23M +5% 2.77% 60.1% 344 6.98% 2.1
Alera Investment Advisors
3546
Alera Investment Advisors
Illinois
$195M -$10.3M -5% 3.01% 28.9% 1,239 94.11% 0.5
Moller Wealth Partners
3547
Moller Wealth Partners
$195M -$27.9M -13% 1.84% 44.1% 56 14.29% 4.1
Kelman-Lazarov Inc
3548
Kelman-Lazarov Inc
Tennessee
$195M +$5.46M +3% 2.98% 46.6% 98 10.2% 2.6
Wynnefield Capital
3549
Wynnefield Capital
New York
$195M -$15.5M -7% 0.06% 52.1% 31 16.13% 3.3
CWAG
3550
Compton Wealth Advisory Group
Virginia
$195M +$6.08M +3% 3.04% 76.1% 71 5.63% 0.5