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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)
Blue Fin Capital
3676
Blue Fin Capital
Rhode Island
$212M +$21.2M +11% 10.2% 147% 129 6.2% 4.4
Peoples Financial Services Corp
3677
Peoples Financial Services Corp
Pennsylvania
$212M +$12M +6% 7.94% 104% 364 7.42% 4.6
Heard Capital LLC
3678
Heard Capital LLC
Illinois
$212M – – 8.75% 161% 29 – 0
Prentice Capital Management
3679
Prentice Capital Management
Connecticut
$212M – – 6.2% 128% 20 – 0
Bourgeon Capital Management
3680
Bourgeon Capital Management
Connecticut
$212M +$27.2M +15% 30.8% 121% 250 10.4% 1
First Command Bank
3681
First Command Bank
Texas
$211M +$13.3M +7% 3.53% 34.1% 403 13.9% 2.3
First Command Financial Services
3682
First Command Financial Services
Texas
$211M +$13.3M +7% 3.53% 34.4% 402 13.68% 2.3
SVC
3683
Strycker View Capital
New York
$211M -$40.5M -16% 8.54% 114% 23 65.22% 0.3
Benefit Street Partners
3684
Benefit Street Partners
New York
$211M -$191M -48% 6.28% – 25 24% 1.3
SSI
3685
Scott & Selber Inc
Texas
$211M +$15.5M +8% 11% 202% 87 28.74% 2.5
Frisch Financial Group
3686
Frisch Financial Group
New York
$211M +$45.7M +28% 7.77% 66.6% 119 19.33% 0.7
Diversified Portfolios Inc
3687
Diversified Portfolios Inc
Michigan
$211M +$13.5M +7% 5.92% 38.2% 65 10.77% 2.9
RenaissanceRe Holdings
3688
RenaissanceRe Holdings
Bermuda
$211M – – 26.2% 40.8% 5 – 0
Winch Advisory Services
3689
Winch Advisory Services
Wisconsin
$211M +$18.8M +10% 9.18% 80.8% 401 13.47% 2.6
WESPAC Advisors SoCal
3690
WESPAC Advisors SoCal
California
$211M +$8.19M +4% 10% 135% 86 9.3% 2.3
Retirement Capital Strategies
3691
Retirement Capital Strategies
California
$210M +$11.4M +6% 4.48% 59% 54 1.85% 1.9
Ostrum Asset Management
3692
Ostrum Asset Management
France
$210M +$10.5M +5% 7.84% 107% 83 15.66% 0.7
Sycomore Asset Management
3693
Sycomore Asset Management
France
$210M +$21.4M +11% 7.57% 163% 42 35.71% 0.7
IRON Financial
3694
IRON Financial
Illinois
$210M +$75.6M +56% 3.45% 60.6% 127 28.35% 1.7
LCM
3695
Lionstone Capital Management
New York
$210M -$4.99M -2% 8.18% 74.1% 19 26.32% 2.5
Spotlight Asset Group
3696
Spotlight Asset Group
Illinois
$210M – – 7.42% – 128 – 0
SHCM
3697
Shelter Haven Capital Management
New Jersey
$209M – – 19.9% – 9 – 0
Ecofin Advisors
3698
Ecofin Advisors
United Kingdom
$209M -$11.4M -5% 1.22% 77% 35 8.57% 2
Biltmore Wealth Management
3699
Biltmore Wealth Management
Arizona
$209M +$4.27M +2% 4.52% 59.8% 51 7.84% 1.5
Certuity
3700
Certuity
Florida
$209M – – 9.37% 190% 194 – 0