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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)
Somerset Trust
3576
Somerset Trust
Pennsylvania
$189M -$4.59M -2% 2.62% 80.5% 103 3.88% 4.7
McIlrath & Eck
3577
McIlrath & Eck
Washington
$189M +$9.02M +5% 1.66% 44% 698 14.76% 1.3
VIA
3578
Vantis Investment Advisers
Florida
$189M +$23.3M +14% 1.55% 39.6% 21 66.67% 0.5
RCM
3579
Ratan Capital Management
Florida
$189M -$261M -58% 3% 616% 49 53.06% 0.3
TC
3580
Tavio Capital
New York
$189M -$57.2M -23% 3.87% 81.4% 15 60% 0.6
Globe Life
3581
Globe Life
Texas
$189M +$3.34M +2% 1.28% 60.1% 1 0% 2.8
Aull & Monroe Investment Management
3582
Aull & Monroe Investment Management
Alabama
$189M +$816K +0.4% 3.13% 98.3% 135 10.37% 4.7
LA
3583
Lau Associates
Delaware
$189M -$20.2M -10% 2.54% 44.5% 101 12.87% 3.2
Essex Savings Bank
3584
Essex Savings Bank
Connecticut
$189M -$95.3M -34% 0.82% 95.2% 764 77.36% 0.7
Weaver Consulting Group
3585
Weaver Consulting Group
California
$189M +$5.43M +3% 1.69% 56.4% 875 3.66% 0.5
Waller Financial Planning Group
3586
Waller Financial Planning Group
Ohio
$189M +$9.06M +5% 0.04% 47.5% 45 11.11% 0.7
WealthShield Partners
3587
WealthShield Partners
North Carolina
$189M +$16.2M +9% 1.34% 71% 272 22.43% 1.1
Sycomore Asset Management
3588
Sycomore Asset Management
France
$188M +$16.5M +10% 5.01% 151% 37 13.51% 0.6
MCM
3589
McMillion Capital Management
North Carolina
$188M -$1.09M -0.6% 2.05% 59.3% 288 3.82% 1.1
Covenant Partners
3590
Covenant Partners
Tennessee
$188M +$100K +0.1% 0.03% 70.3% 213 29.58% 0.5
WealthStone
3591
WealthStone
Ohio
$188M -$34.8M -16% 0.57% – 990 98.28% 0.2
Wisconsin Capital Management
3592
Wisconsin Capital Management
Wisconsin
$188M +$1.69M +0.9% 1.28% 153% 66 13.64% 3
Wynnefield Capital
3593
Wynnefield Capital
New York
$188M -$7.13M -4% 0.38% 52.1% 30 13.33% 3.6
Elgethun Capital Management
3594
Elgethun Capital Management
South Dakota
$188M +$4.57M +2% 1.54% 61.5% 97 8.25% 2.1
Nixon Peabody Trust
3595
Nixon Peabody Trust
Massachusetts
$188M +$10.3M +6% 3.03% 101% 82 12.2% 2.7
Retirement Income Solutions
3596
Retirement Income Solutions
Michigan
$187M -$175K -0.1% 0.84% 60.8% 74 10.81% 1.4
American Money Management
3597
American Money Management
California
$187M +$180K +0.1% 1.19% 65% 86 9.3% 3.4
Verger Capital Management
3598
Verger Capital Management
North Carolina
$187M -$1.23M -0.7% 0.73% 58.3% 14 14.29% 3.2
Jupiter Wealth Management
3599
Jupiter Wealth Management
Colorado
$187M -$14.6M -7% 2.26% 99.2% 87 13.79% 0.4
Beech Hill Advisors
3600
Beech Hill Advisors
New York
$187M -$3.34M -2% 0.53% 105% 83 19.28% 2.7