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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)
CMH Wealth Management
3701
CMH Wealth Management
New Hampshire
$325M -$6.3M -2% 5.92% 88% 53 15.09% 2.9
Americana Partners
3702
Americana Partners
Texas
$325M -$225M -41% 3.9% 93.9% 300 34.67% 0.9
Schoolcraft Capital
3703
Schoolcraft Capital
Colorado
$325M -$5.57M -2% 4.99% 58.7% 58 12.07% 2.2
Radcliff Management
3704
Radcliff Management
New York
$325M -$14.3M -4% 4.17% 47.6% 3 0% 0.3
Ovata Capital Management
3705
Ovata Capital Management
Hong Kong
$325M +$30.4M +10% 6.04% 69.1% 210 84.76% 0.1
HT Partners
3706
HT Partners
Connecticut
$325M -$17.6M -5% 5.56% 71.1% 52 5.77% 3.5
FBT
3707
First Bank & Trust
South Dakota
$325M +$86.8M +37% 3.25% 85.6% 553 4.52% 2.6
PBF
3708
Petix & Botte Financial
California
$324M +$167M +106% 1.82% 47.5% 121 33.88% 1.3
WESPAC Advisors SoCal
3709
WESPAC Advisors SoCal
California
$324M -$3.05M -0.9% 0.36% 135% 87 17.24% 2.8
HGI Capital Management
3710
HGI Capital Management
New York
$324M +$45.3M +16% 3.67% 47% 87 43.68% 1.1
Harvey Capital Management
3711
Harvey Capital Management
Florida
$324M +$1.43M +0.4% 4% 147% 86 24.42% 2.9
WNY Asset Management
3712
WNY Asset Management
New York
$324M -$12.3M -4% 2.03% – 178 10.67% 1
Whitegate Investment Counselors
3713
Whitegate Investment Counselors
New Hampshire
$324M -$16.2M -5% 3.01% 48% 68 10.29% 5.2
Poehling Capital Management
3714
Poehling Capital Management
Wisconsin
$324M +$13.8M +4% 2.62% 83% 157 17.83% 2
JCIC Asset Management
3715
JCIC Asset Management
Ontario, Canada
$323M -$10.2M -3% 0.27% – 130 3.08% 3.2
Crabel Capital Management
3716
Crabel Capital Management
California
$323M -$235M -42% 5.07% 13.9% 164 54.27% 0.7
Compass Ion Advisors
3717
Compass Ion Advisors
Pennsylvania
$323M +$12.2M +4% 4.14% 75.6% 106 26.42% 1.3
Ridgemont Partners Management
3718
Ridgemont Partners Management
North Carolina
$323M +$102M +46% 53.9% 45.6% 1 0% 0.3
RV Capital
3719
RV Capital
Switzerland
$323M -$63.4M -16% 28.3% 250% 6 0% 1.7
White Pine Capital
3720
White Pine Capital
Minnesota
$323M -$15.6M -5% 3.94% 143% 241 11.62% 5.2
CNA Financial
3721
CNA Financial
Illinois
$322M -$60.2M -16% 6.57% 48.6% 203 13.3% 1.5
Elwood & Goetz Wealth Advisory Group
3722
Elwood & Goetz Wealth Advisory Group
Georgia
$322M +$1.24M +0.4% 5.11% 63.7% 68 23.53% 1.7
Perkins Coie Trust Company
3723
Perkins Coie Trust Company
Washington
$322M -$19M -6% 5.78% 83.2% 246 10.16% 5.9
OM
3724
Opaleye Management
Massachusetts
$322M -$149M -32% 20.9% 748% 48 25% 1.6
Siena Capital Partners
3725
Siena Capital Partners
Illinois
$322M -$6.23M -2% 0.16% 44.2% 112 9.82% 2.6