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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
PW
3551
Peninsula Wealth
California
$195M +$13.9M +8% 3.14% 30% 33 15.15%
I
3552
INVST
Indiana
$195M -$4.67M -2% 3.04% 78.5% 87 34.48%
TSS
3553
Thomas Story & Son
Indiana
$195M +$4.19M +2% 1.76% 91.8% 59 10.17%
FAM
3554
Foresters Asset Management
Ontario, Canada
$195M +$1.78M +0.9% 3.69% 55.6% 51 3.92%
FC
3555
Finepoint Capital
Massachusetts
$195M -$22.9M -11% 5.67% 27.4% 3 0%
PWP
3556
Principle Wealth Partners
Connecticut
$194M +$19.5M +11% 3.71% 79.9% 144 14.58%
GA
3557
Greenspring Associates
Maryland
$194M -$62.3M -24% 0.74% 15 73.33%
PSG
3558
Planning Solutions Group
Maryland
$194M +$7.55M +4% 2.61% 144 9.03%
BFC
3559
Blue Fin Capital
Rhode Island
$194M +$3.6M +2% 4.13% 125% 128 3.91%
EBT
3560
Enterprise Bank & Trust
Massachusetts
$194M -$49.4M -20% 3.54% 65.9% 111 27.03%
ST
3561
Somerset Trust
Pennsylvania
$194M +$3.84M +2% 5% 69.7% 188 46.28%
SC
3562
Schulhoff & Co
Ohio
$194M +$6.82M +4% 4.65% 51.8% 106 4.72%
ACM
3563
Ailanthus Capital Management
New York
$194M +$32.2M +20% 6.17% 29 86.21%
USGIU
3564
U.S. Global Investors (USGI)
Texas
$194M -$15.1M -7% 7.56% 119% 228 52.63%
IWA
3565
Intercontinental Wealth Advisors
Texas
$194M -$8.03M -4% 2.42% 46.7% 473 16.7%
LPIC
3566
LeJeune Puetz Investment Counsel
Michigan
$194M +$9.41M +5% 2.31% 64.1% 183 8.74%
PIC
3567
Portland Investment Counsel
Ontario, Canada
$193M -$4.99M -3% 3.9% 108% 46 4.35%
ACM
3568
Aquamarine Capital Management
New York
$193M +$12M +7% 7.17% 23% 11 0%
WA
3569
Winfield Associates
Ohio
$193M +$5.46M +3% 3.07% 77.8% 134 10.45%
CAM
3570
Covenant Asset Management
New Jersey
$193M +$2.5M +1% 3.99% 158% 149 15.44%
ZCM
3571
Zebra Capital Management
Connecticut
$193M +$4.37M +2% 2.83% 142% 550 39.82%
LJHT
3572
Laurie J. Hall Trustee
$193M +$2.77M +1% 3.38% 96% 340 3.24%
PAA
3573
Peregrine Asset Advisers
Oregon
$193M +$19.2M +11% 4.72% 182% 136 41.91%
S
3574
Surevest
California
$193M +$30.1M +19% 2.33% 24.6% 140 17.14%
GAM
3575
Garrison Asset Management
Arkansas
$192M +$3.35M +2% 4.8% 52.1% 106 4.72%