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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)
St. Johns Investment Management
3676
St. Johns Investment Management
Florida
$111M +$4.7M +4% 5.64% 80.9% 173 13.29% 1.4
Willow Creek Wealth Management
3677
Willow Creek Wealth Management
California
$111M +$2.65M +2% 0.54% 36.5% 19 15.79% 0.8
Avalon Capital Management
3678
Avalon Capital Management
California
$111M +$2.3M +2% 2.94% 151% 89 64.04% 0.7
Equinox Partners Investment Management
3679
Equinox Partners Investment Management
Connecticut
$111M -$27.5M -20% 6.88% 241% 19 31.58% 1.4
Old West Investment Management
3680
Old West Investment Management
California
$111M -$20.8M -16% 0.45% 242% 75 14.67% 1.8
Canal Capital Management
3681
Canal Capital Management
Virginia
$111M +$11.3M +11% 3.41% 67.8% 74 13.51% 0.8
First United Bank & Trust
3682
First United Bank & Trust
Maryland
$111M +$8.14M +8% 7.45% 78% 96 8.33% 2.1
MG
3683
Magnolia Group
Nebraska
$111M – – 8.57% 9.52% 12 – 0
PCR
3684
Potrero Capital Research
California
$111M – – 2.09% 226% 37 – 0
MBA
3685
McQueen Ball & Associates
Pennsylvania
$111M – – 4.9% 53.6% 92 – 0
Glassman Wealth Services
3686
Glassman Wealth Services
Virginia
$111M -$658K -0.6% 2.76% 62.6% 457 12.25% 0.9
Forester Capital Management
3687
Forester Capital Management
Illinois
$111M +$2.13M +2% 7.8% 33.2% 62 14.52% 1.9
Friedenthal Financial
3688
Friedenthal Financial
New Jersey
$111M -$724K -0.7% 1.71% 111% 47 31.91% 1.2
CWM
3689
Catamount Wealth Management
Connecticut
$110M +$10.5M +11% 11.7% 70.7% 153 23.53% 0.8
PC
3690
Palo Capital
California
$110M -$4.3M -4% 3.56% 34.6% 159 40.25% 0.6
WAM
3691
Westport Asset Management
Connecticut
$110M -$4.71M -4% 0.35% 64.2% 38 7.89% 2.1
Jacobson & Schmitt Advisors
3692
Jacobson & Schmitt Advisors
Wisconsin
$110M +$8.89M +9% 7.84% 70.3% 41 19.51% 0.8
Hillswick Asset Management
3693
Hillswick Asset Management
Connecticut
$110M +$6.92M +7% 6.76% 40.2% 13 0% 1
First Houston Capital
3694
First Houston Capital
Texas
$110M +$3.95M +4% 5.31% 39.2% 68 10.29% 1.7
WCM
3695
Weyland Capital Management
New Hampshire
$110M +$3.87M +4% 4.97% 25.7% 9 11.11% 2.3
Tiger Pacific Capital
3696
Tiger Pacific Capital
New York
$110M – – 10.5% 84.5% 6 – 0
Nixon Peabody Trust
3697
Nixon Peabody Trust
Massachusetts
$110M – – 5.7% 85.3% 84 – 0
AIA
3698
AIMZ Investment Advisors
California
$110M +$820K +0.8% 5.7% 81.3% 98 9.18% 0.9
Leisure Capital Management
3699
Leisure Capital Management
California
$110M +$17.7M +19% 5.54% 98% 113 19.47% 0.8
PWMAG
3700
Pinnacle Wealth Management Advisory Group
New Jersey
$110M +$5.92M +6% 5.38% 80.5% 113 18.58% 0.8