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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
APSP
3601
Asset Planning Services (Pennsylvania)
Pennsylvania
$115M +$5.12M +5% 2.24% 62.1% 302 11.92%
NPT
3602
Nixon Peabody Trust
Massachusetts
$115M +$2.74M +2% 2.66% 85.3% 87 5.75%
SR
3603
Sloane Robinson
United Kingdom
$115M +$32.5M +39% 28.2% 175% 20 45%
RA
3604
RFG Advisory
Alabama
$115M -$13M -10% 2.55% 52.3% 96 20.83%
CW
3605
Cabot-Wellington
Massachusetts
$115M -$20.7M -15% 3.73% 65% 23 26.09%
BSWM
3606
Boston Standard Wealth Management
Massachusetts
$115M +$5.82M +5% 2.07% 42.9% 24 0%
WA
3607
Wilshire Advisors
California
$114M -$82.3M -42% 2.29% 118% 25 44%
NVIM
3608
New Vernon Investment Management
Illinois
$114M -$2.55M -2% 0.59% 83.1% 51 3.92%
HW
3609
Hedeker Wealth
Illinois
$114M +$7.78M +7% 1.95% 141% 131 68.7%
OAM
3610
Occidental Asset Management
California
$114M +$31.4M +38% 2.85% 82.5% 102 31.37%
LSC
3611
Lesa Sroufe & Co
Washington
$114M +$11.6M +11% 6.69% 44 9.09%
CV
3612
Clarus Ventures
Massachusetts
$114M -$18.9M -14% 6.21% 70.3% 6 0%
PFS
3613
Physicians Financial Services
North Carolina
$114M +$3.75M +3% 3.2% 100% 312 6.41%
PVMCV
3614
Polaris Venture Management Co VI
Massachusetts
$114M -$52.5M -31% 29.2% 2 0%
EPP
3615
ETF Portfolio Partners
Kansas
$114M -$2.69M -2% 1.57% 44.3% 27 18.52%
HAM
3616
Hillswick Asset Management
Connecticut
$114M +$2.46M +2% 2.57% 40.2% 14 7.14%
JGIA
3617
Jackson Grant Investment Advisers
Connecticut
$113M +$4M +4% 3.38% 54.3% 171 12.28%
MCM
3618
Mengis Capital Management
Oregon
$113M +$5.18M +5% 1.85% 91.8% 109 10.09%
DSAM
3619
Dock Street Asset Management
Florida
$113M +$6.04M +6% 0.44% 175% 35 11.43%
TA
3620
TMD & Associates
Arizona
$113M +$12M +12% 0.83% 20.5% 32 21.88%
DSN
3621
D. Scott Neal
Kentucky
$113M +$6.22M +6% 2.61% 105% 187 9.09%
BC
3622
Boxer Capital
California
$113M +$10.6M +10% 10.8% 262% 28 39.29%
PCA
3623
Prospect Capital Advisors
California
$113M +$28.3M +34% 10% 202% 26 26.92%
PL
3624
Plancorp LLC
Missouri
$113M +$29.3M +35% 9.77% 67.3% 62 61.29%
ACM
3625
Axel Capital Management
New York
$113M -$75.8M -40% 3.28% 194% 19 10.53%