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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 Time
Held (Qtrs)
AWMF
3676
Arbor Wealth Management (Florida)
Florida
$128M +$11M +9% 0.27% 101% 77 18.18% 3.4
LIM
3677
Loudon Investment Management
New Hampshire
$128M -$543K -0.4% 1.89% 61.6% 89 5.62% 8.8
GIM
3678
Groesbeck Investment Management
New Jersey
$128M -$6.79M -5% 4.68% 147% 113 31.86% 6.8
SCM
3679
Stonehearth Capital Management
Massachusetts
$128M -$363K -0.3% 0.71% 87.5% 35 14.29% 5.8
ECM
3680
Elgethun Capital Management
South Dakota
$128M – – 8.36% 61.5% 285 – 0
TPW
3681
Tiller Private Wealth
Pennsylvania
$128M +$8.42M +7% 1.98% 53.5% 43 9.3% 3.4
SR
3682
Sloane Robinson
United Kingdom
$128M -$64.2M -33% 11.3% 175% 20 30% 3.8
PC
3683
PhiloSmith Capital
Connecticut
$128M – – 11.8% 54% 38 – 0
NERM
3684
New England Research & Management
Illinois
$127M +$8.1M +7% 5.49% 56.4% 195 30.26% 5.6
JSA
3685
Jacobson & Schmitt Advisors
Wisconsin
$127M +$2.23M +2% 1.97% 70.3% 38 18.42% 5.5
EPP
3686
ETF Portfolio Partners
Kansas
$127M +$1.61M +1% 0.73% 44.3% 23 17.39% 5.9
V
3687
ValueWorks
New York
$127M +$14.6M +13% 2.4% 190% 34 17.65% 9.5
CAM
3688
Caprin Asset Management
Virginia
$127M -$2.29M -2% 2.26% 7.87% 31 54.84% 2.9
SI
3689
Shaker Investments
Ohio
$127M +$2.54M +2% 8.19% 205% 82 39.02% 4.7
MAMNY
3690
Marathon Asset Management (New York)
New York
$127M -$692M -85% 26% 490% 18 44.44% 3.1
VM
3691
Value Monitoring
California
$127M – – 0.18% – 5 – 0
APSP
3692
Asset Planning Services (Pennsylvania)
Pennsylvania
$127M +$6.33M +5% 2.18% 62.1% 295 7.8% 4.9
DI
3693
DGH Investments
Switzerland
$127M -$15.9M -11% 10.9% – 2 0% 14
AF
3694
Aldebaran Financial
$126M +$179K +0.1% 4.79% 89.7% 103 14.56% 8.7
BSWM
3695
Boston Standard Wealth Management
Massachusetts
$126M +$2.62M +2% 0.12% 47.1% 23 8.7% 7
RWM
3696
Rench Wealth Management
Texas
$126M +$2.44M +2% 0.35% 106% 49 10.2% 8.1
WA
3697
Wilshire Advisors
California
$126M +$10.8M +9% 1.94% 118% 18 11.11% 3.1
ACM
3698
Axel Capital Management
New York
$126M -$3.74M -3% 2.94% 194% 17 11.76% 10.9
DCM
3699
Dean Capital Management
Kansas
$126M +$29.8M +31% 11% 89.7% 90 64.44% 3
MWM
3700
Meridian Wealth Management
Kentucky
$126M – – 7.73% 117% 127 – 0