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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)
WWM
3676
Windsor Wealth Management
Indiana
$178M +$32M +22% 12.3% 37.3% 151 13.91% 0.9
AC
3677
Aperimus Capital
California
$178M +$10.9M +6% 13.8% 44% 3 0% 5.8
Day & Ennis
3678
Day & Ennis
Georgia
$178M +$25.9M +17% 9.31% 15.2% 89 14.61% 2.2
TLWM Financial
3679
TLWM Financial
Texas
$178M +$13M +8% 10.5% 53.9% 59 18.64% 0.9
MAS
3680
Managed Account Services
Florida
$178M +$15.8M +10% 11.4% 32.4% 86 11.63% 1.5
Private Advisory Group
3681
Private Advisory Group
Washington
$178M $0 0% 11.8% 177% 124 0% 0.9
Globe Life
3682
Globe Life
Texas
$178M +$20.4M +13% 12.9% 60.1% 1 0% 2.3
GYL Financial Synergies
3683
GYL Financial Synergies
Connecticut
$178M +$40.2M +29% 13.9% 36% 164 15.85% 0.2
MA
3684
Minerva Advisors
Pennsylvania
$178M +$21.5M +14% 12.7% 166% 86 5.81% 3.8
Greywolf Capital Management
3685
Greywolf Capital Management
New York
$178M +$38.4M +28% 5.79% 174% 9 22.22% 2
LFWA
3686
LBJ Family Wealth Advisors
Texas
$178M +$63.8M +56% 13.7% 64.9% 19 0% 3.9
Vickerman & Driscoll Financial Advisors
3687
Vickerman & Driscoll Financial Advisors
Washington
$177M +$48.5M +38% 9.54% – 73 15.07% 1.1
FRM
3688
Fox Run Management
Connecticut
$177M -$11.7M -6% 16.4% 64% 801 85.89% 0.1
Courage Miller Partners
3689
Courage Miller Partners
Virginia
$177M +$8.3M +5% 9.53% 43.5% 69 1.45% 4.5
AltraVue Capital
3690
AltraVue Capital
Washington
$177M +$17.9M +11% 15.2% 221% 38 15.79% 0.2
Shorepoint Capital Partners
3691
Shorepoint Capital Partners
Massachusetts
$177M – – 10.5% – 86 – 0
Crestwood Capital Management
3692
Crestwood Capital Management
New York
$177M +$11.1M +7% 28% 203% 28 39.29% 1.6
PC
3693
Premise Capital
Illinois
$177M -$47.4M -21% 10.3% 43% 24 37.5% 1.9
Vectors Research Management
3694
Vectors Research Management
New York
$176M -$33.4M -16% 11.8% 67.3% 786 56.74% 0.3
Selkirk Management
3695
Selkirk Management
New Jersey
$176M +$28.6M +19% 28.2% 245% 19 5.26% 3.8
Parkside Advisors
3696
Parkside Advisors
California
$176M +$12.6M +8% 9.12% 36.7% 60 3.33% 2.7
CoreCommodity Management
3697
CoreCommodity Management
Connecticut
$176M +$57M +48% 18% 65.8% 232 21.55% 2.5
Essex Savings Bank
3698
Essex Savings Bank
Connecticut
$176M +$16.4M +10% 12.8% 95.2% 695 7.91% 0.2
Arlington Financial Advisors
3699
Arlington Financial Advisors
California
$176M -$59.2M -25% 12.7% 67.6% 84 39.29% 1.1
NICM
3700
Neo Ivy Capital Management
New York
$176M +$48.9M +38% 12.5% – 431 82.83% 0.1