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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)
CCC
3626
Chelsea Counsel Company
California
$187M +$1.26M +0.7% 2.94% 106% 77 7.79% 4
Oak Grove Capital
3627
Oak Grove Capital
New Hampshire
$187M +$28.2M +18% 5.97% 470% 77 29.87% 0.9
Pine Brook Road Advisors
3628
Pine Brook Road Advisors
New York
$187M -$9.8M -5% 0.57% – 3 0% 0.8
Vontobel Swiss Wealth Advisors
3629
Vontobel Swiss Wealth Advisors
Switzerland
$187M +$94.4M +102% 2.77% 70.1% 123 60.16% 1
Wisconsin Capital Management
3630
Wisconsin Capital Management
Wisconsin
$186M +$74.2M +66% 6.63% 153% 65 29.23% 2.6
JW Asset Management
3631
JW Asset Management
Florida
$186M -$8.68M -4% 4.39% 251% 19 31.58% 2
Financial Advisors Network
3632
Financial Advisors Network
California
$186M +$13.4M +8% 2.79% – 106 9.43% 1.4
Lumbard & Kellner
3633
Lumbard & Kellner
New Hampshire
$186M +$6.41M +4% 3.45% 137% 83 9.64% 3.4
Falcon Point Capital
3634
Falcon Point Capital
California
$186M +$2.38M +1% 5.3% 119% 115 16.52% 2.1
Selkirk Management
3635
Selkirk Management
New Jersey
$186M +$9.6M +5% 7.36% 245% 18 0% 4.1
Globe Life
3636
Globe Life
Texas
$186M +$7.64M +4% 3.7% 60.1% 1 0% 2.5
Monument Capital Management
3637
Monument Capital Management
Virginia
$186M +$9.8M +6% 3.44% 170% 91 14.29% 1.1
Arbor Wealth Management (Florida)
3638
Arbor Wealth Management (Florida)
Florida
$185M +$19.3M +12% 3.06% 101% 253 37.94% 0.7
Vectors Research Management
3639
Vectors Research Management
New York
$185M +$8.75M +5% 3.65% 67.3% 448 5.58% 0.6
Biltmore Family Office
3640
Biltmore Family Office
North Carolina
$185M -$12.1M -6% 3.12% 78.1% 168 21.43% 1.2
ACM
3641
Asymmetry Capital Management
California
$185M +$125M +209% 0.76% 300% 37 51.35% 0.7
Eagle Capital Management (Louisiana)
3642
Eagle Capital Management (Louisiana)
Louisiana
$185M +$14.4M +8% 4.7% 103% 35 2.86% 3.2
MAS
3643
Managed Account Services
Florida
$185M +$6.42M +4% 1.74% 32.4% 88 6.82% 1.7
Minot Capital
3644
Minot Capital
Colorado
$185M +$33.1M +22% 2.95% 19.6% 9 11.11% 0.4
VV Manager
3645
VV Manager
Massachusetts
$184M -$70.4M -28% 8.52% – 3 0% 0.5
MA
3646
Minerva Advisors
Pennsylvania
$184M +$6.46M +4% 3.88% 166% 87 4.6% 4
Creative Financial Designs
3647
Creative Financial Designs
Indiana
$184M +$17.4M +10% 2.33% 56.2% 622 15.92% 1.6
Paragon Wealth Strategies
3648
Paragon Wealth Strategies
Florida
$184M +$11.8M +7% 3.18% 59.8% 54 27.78% 1.3
D. Scott Neal
3649
D. Scott Neal
Kentucky
$184M -$7.08M -4% 2.33% 105% 36 25% 3
Soapstone Management
3650
Soapstone Management
Maryland
$184M -$21M -10% 7.16% 30.3% 19 5.26% 1