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)
WCM
3626
Wesley Capital Management
New York
$115M -$2.65M -2% 3.42% 6.19% 25 48% 1.3
LCP
3627
Longhorn Capital Partners
Texas
$115M -$23.5M -17% 6.39% 30.2% 1 0% 2.5
AC
3628
Aperimus Capital
California
$114M +$2.56M +2% 3.87% 44% 3 0% 2.5
FWP
3629
Fiduciary Wealth Partners
Massachusetts
$114M – – 4.48% – 13 – 0
SI
3630
SQN Investors
California
$114M – – 19.2% – 14 – 0
AOWM
3631
Alpha Omega Wealth Management
Virginia
$114M – – 5.63% 60.7% 228 – 0
ADBIC
3632
A.D. Beadell Investment Counsel
Wisconsin
$114M +$3.51M +3% 3.97% 83.3% 106 19.81% 1.7
SCM
3633
Sitrin Capital Management
California
$114M – – 10.3% 128% 37 – 0
ACM
3634
Arrow Capital Management
New York
$114M -$4.04M -3% 9.72% – 25 52% 1
SI
3635
Squadra Investments
Brazil
$114M +$67.6M +146% 16% 1.55% 6 33.33% 0.5
SCG
3636
Sonata Capital Group
Washington
$114M +$6.11M +6% 4.83% 57.4% 102 11.76% 0.9
MTM
3637
Millennium TVP Management
New York
$114M +$4.84M +4% 15.2% – 9 11.11% 1.1
CPI
3638
Crestview Partners II
New York
$114M -$17.5M -13% 5.34% 157% 2 0% 2.5
MA
3639
Menlo Advisors
California
$114M -$13.6M -11% 5.52% 108% 41 17.07% 1.7
WFG
3640
Wills Financial Group
Virginia
$114M +$5.31M +5% 4.72% 57.5% 81 13.58% 1.4
BCG
3641
Barington Capital Group
New York
$114M – – 15.8% 71.1% 17 – 0
MCA
3642
Mercer Capital Advisers
New Jersey
$114M +$5.72M +5% 6% 59.6% 297 7.74% 0.9
PPCM
3643
PW Partners Capital Management
Illinois
$114M – – 10.6% – 10 – 0
GCP
3644
Garelick Capital Partners
Massachusetts
$114M – – 14% 195% 27 – 0
LI
3645
Longer Investments
Arkansas
$113M +$28.6M +34% 3.88% 20.4% 44 50% 1.3
CSA
3646
Cottage Street Advisors
Massachusetts
$113M – – 5.55% 91.4% 86 – 0
EPP
3647
ETF Portfolio Partners
Kansas
$113M +$7.02M +7% 1.89% 44.3% 24 12.5% 0.7
BKA
3648
Brick & Kyle Associates
Pennsylvania
$113M +$6.87M +6% 6.14% 97.4% 455 8.13% 0.9
MVUM
3649
Matrix VIII US Management
Massachusetts
$113M -$3.19M -3% 21.4% – 1 0% 1
MP
3650
Manifold Partners
California
$113M +$5.82M +5% 1.22% 24.9% 109 42.2% 0.5