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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)
Cutter & Co Brokerage
3576
Cutter & Co Brokerage
Missouri
$293M -$43.2M -13% 14.2% 40.4% 250 16% 3.2
Rock Point Advisors
3577
Rock Point Advisors
Vermont
$293M -$42.6M -13% 13.6% 82.8% 105 12.38% 4.1
MWM
3578
Mascoma Wealth Management
New Hampshire
$293M -$21.5M -7% 10.6% 43.7% 647 12.98% 1
Texas Treasury Safekeeping Trust Company
3579
Texas Treasury Safekeeping Trust Company
Texas
$293M -$26.4M -8% 5.02% 43.7% 7 28.57% 1.7
WESCAP Management Group
3580
WESCAP Management Group
California
$292M -$61.6M -17% 11.3% 45.7% 97 11.34% 3.5
DI
3581
Diligent Investors
California
$292M -$52.4M -15% 13.4% 82.2% 281 10.32% 3.7
Cedar Mountain Advisors
3582
Cedar Mountain Advisors
Oregon
$292M -$46.3M -14% 13.9% 57.7% 360 13.89% 1.8
Pasadena Private Wealth
3583
Pasadena Private Wealth
California
$292M -$15M -5% 10.8% 53% 121 36.36% 1.6
CRA Financial Services
3584
CRA Financial Services
New Jersey
$292M -$40.6M -12% 15% 91.9% 225 17.78% 2.3
Edmonds Duncan Registered Investment Advisors
3585
Edmonds Duncan Registered Investment Advisors
Kansas
$291M -$50.9M -15% 13.3% 12.8% 146 15.75% 3.8
GCMG
3586
Gyroscope Capital Management Group
Florida
$291M +$282K +0.1% 15% 24.8% 131 31.3% 2.4
Intellectus Partners
3587
Intellectus Partners
California
$291M -$43.9M -13% 17.4% 157% 279 25.09% 2.5
FNBOMD
3588
First National Bank of Mount Dora
Florida
$291M -$41M -12% 11.2% 96.2% 141 16.31% 4.1
Gleason Group
3589
Gleason Group
Kentucky
$291M -$46.2M -14% 16.1% 69.1% 261 18.01% 1.7
Sterling Investment Advisors (Pennsylvania)
3590
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$291M -$61.9M -18% 14.7% 97.5% 662 17.98% 2.8
Radnor Financial Advisors
3591
Radnor Financial Advisors
Pennsylvania
$291M +$15.8M +6% 14.4% 3.04% 27 11.11% 1.9
Hedeker Wealth
3592
Hedeker Wealth
Illinois
$290M -$40.2M -12% 15.6% 161% 99 30.3% 2.3
KB Financial Partners
3593
KB Financial Partners
New Jersey
$289M -$72.9M -20% 11.6% – 635 13.86% 0.6
Finepoint Capital
3594
Finepoint Capital
Massachusetts
$289M -$11.6M -4% 12.7% 27.4% 82 50% 0.5
ESL Trust Services
3595
ESL Trust Services
New York
$289M -$36.2M -11% 14.9% 53.9% 25 24% 1.7
American Assets Inc
3596
American Assets Inc
California
$289M -$69.4M -19% 20.8% 63.2% 10 0% 3.3
Algebris (UK)
3597
Algebris (UK)
United Kingdom
$288M +$60.2M +26% 17.2% 24.5% 44 56.82% 0.6
Marino Stram & Associates
3598
Marino Stram & Associates
Massachusetts
$288M -$28.8M -9% 11.3% 72.2% 149 8.72% 2
Studio Investment Management
3599
Studio Investment Management
Illinois
$288M -$15.5M -5% 9.57% 51.3% 199 51.26% 0.4
OFCM
3600
One Fin Capital Management
California
$288M +$46.1M +19% 13.3% 92% 39 66.67% 0.4