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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
3551
Peoples Financial Services Corp
Pennsylvania
$179M +$3.74M +2% 3.23% 104% 366 3.83% 3.4
Beech Hill Advisors
3552
Beech Hill Advisors
New York
$179M -$11.5M -6% 1.61% 105% 80 17.5% 2.3
CWM
3553
Cedar Wealth Management
California
$178M +$16.6M +10% 6.52% 68.1% 219 38.81% 1
Guinness Atkinson Asset Management
3554
Guinness Atkinson Asset Management
California
$178M +$14.5M +9% 5.18% 132% 64 7.81% 3.4
Willow Creek Wealth Management
3555
Willow Creek Wealth Management
California
$178M -$8.98M -5% 0.45% 36.5% 74 13.51% 0.9
HCM
3556
Highlander Capital Management
New Jersey
$177M +$9.41M +6% 3.13% 34.4% 817 11.63% 3.1
Mitsubishi UFJ Asset Management (UK)
3557
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$177M +$28.1M +19% 6.21% 151% 80 15% 0.6
Kohmann Bosshard Financial Services
3558
Kohmann Bosshard Financial Services
Ohio
$177M +$9.6M +6% 0.38% 42.8% 95 7.37% 1.2
Meridian Investment Counsel
3559
Meridian Investment Counsel
California
$177M +$571K +0.3% 0.42% 116% 191 8.9% 3.3
Newfound Research
3560
Newfound Research
Massachusetts
$177M +$1.1M +0.6% 3% 54.6% 239 14.64% 1.4
HMS Capital Management
3561
HMS Capital Management
Tennessee
$177M +$26.1M +17% 4.74% 140% 216 36.11% 0.8
MCM
3562
McMillion Capital Management
North Carolina
$176M +$6.9M +4% 3.41% 59.3% 75 9.33% 3.1
TRV GP II
3563
TRV GP II
Massachusetts
$176M -$357M -67% 35.3% 20.8% 5 20% 0.5
Moon Capital Management
3564
Moon Capital Management
New York
$176M -$30.6M -15% 8.94% 76.3% 33 57.58% 1.8
Ibex Investors
3565
Ibex Investors
Colorado
$176M +$54.9M +45% 17.6% 16.6% 285 82.46% 0.1
Maso Capital Partners
3566
Maso Capital Partners
Hong Kong
$176M +$61.1M +53% 1.8% 8.67% 27 44.44% 0.4
Vontobel Swiss Wealth Advisors
3567
Vontobel Swiss Wealth Advisors
Switzerland
$176M -$13.3M -7% 2.23% 70.1% 91 12.09% 1.5
Sitrin Capital Management
3568
Sitrin Capital Management
California
$176M +$21.1M +14% 8.38% 139% 41 17.07% 1.6
Diversified Portfolios Inc
3569
Diversified Portfolios Inc
Michigan
$175M +$1.43M +0.8% 2.65% 38.2% 50 8% 2.6
Heronetta Management
3570
Heronetta Management
New York
$175M +$9.39M +6% 11.8% 59.7% 33 6.06% 3.5
Abingworth
3571
Abingworth
United Kingdom
$175M +$14.2M +9% 40.8% 187% 17 11.76% 1.9
Pacifica Capital Investments
3572
Pacifica Capital Investments
Texas
$175M -$11.9M -6% 0.51% 70.4% 21 19.05% 3.4
CMH Wealth Management
3573
CMH Wealth Management
New Hampshire
$175M +$26.6M +18% 3.13% 88% 60 16.67% 1
FVCM
3574
F&V Capital Management
Florida
$174M -$8.91M -5% 5.26% 123% 61 6.56% 3.2
SimplyRich
3575
SimplyRich
California
$174M -$4.83M -3% 1.72% 98.3% 175 10.29% 0.5