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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
CWM
3576
Confluence Wealth Management
Oregon
$216M +$11.9M +6% 6.99% 31.9% 118 5.08%
PW
3577
Peninsula Wealth
California
$216M +$15.9M +8% 7.64% 30% 42 11.9%
BCP
3578
Bayberry Capital Partners
New York
$216M 17.8% 85.5% 14
SIM
3579
Stratos Investment Management
Ohio
$216M +$39.2M +22% 7.62% 48.5% 111 27.03%
WA
3580
Winfield Associates
Ohio
$216M +$11M +5% 7.2% 77.8% 153 10.46%
CC
3581
Claybrook Capital
Massachusetts
$215M +$20.6M +11% 3.57% 7.15% 108 12.04%
NPGCU
3582
Napier Park Global Capital (US)
New York
$215M +$144M +202% 7.23% 237% 37 86.49%
KIM
3583
Kestrel Investment Management
California
$215M +$13.4M +7% 13.5% 82.9% 51 31.37%
BHA
3584
Beech Hill Advisors
New York
$215M +$27.4M +15% 10.3% 79.3% 81 16.05%
EWM
3585
Essex Woodlands Management
Texas
$214M +$53.9M +34% 1.97% 203% 8 25%
KC
3586
Kingfisher Capital
North Carolina
$214M +$46.8M +28% 5.99% 58.5% 152 13.16%
CP
3587
Covenant Partners
Tennessee
$214M +$25.9M +14% 10.8% 70.3% 211 24.17%
MC
3588
Mathes Company
New York
$214M +$20.3M +10% 9.56% 105% 130 13.08%
AMM
3589
American Money Management
California
$214M +$26.8M +14% 8.53% 54.1% 86 11.63%
FPB
3590
First PREMIER Bank
South Dakota
$214M +$21.4M +11% 5.84% 54.4% 333 8.41%
TLP
3591
Trinity Legacy Partners
Texas
$214M +$11.6M +6% 1.49% 63.3% 96 43.75%
LPIC
3592
LeJeune Puetz Investment Counsel
Michigan
$213M +$16.4M +8% 7.58% 64.1% 186 6.45%
SC
3593
Schulhoff & Co
Ohio
$213M +$9.22M +5% 4.68% 42.7% 112 6.25%
RA
3594
Rational Advisors
New York
$213M -$45.1M -17% 7.84% 37.7% 607 19.77%
LI
3595
Leap Investments
Illinois
$213M +$12M +6% 14.1% 697 85.08%
CIG
3596
Consolidated Investment Group
Colorado
$213M +$18.6M +10% 12% 140% 47 4.26%
PWPS
3597
Pinnacle Wealth Planning Services
Ohio
$213M +$28.9M +16% 6.87% 64.8% 249 18.88%
LFA
3598
Lighthouse Financial Advisors
Maryland
$213M 7.4% 293
FC
3599
Finepoint Capital
Massachusetts
$212M -$127M -37% 0% 24.8% 2 50%
BLAM
3600
Bourne Lent Asset Management
New York
$212M +$3.81M +2% 12.2% 75.7% 61 9.84%