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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)
Dumont & Blake Investment Advisors
3701
Dumont & Blake Investment Advisors
New Jersey
$295M +$12.5M +4% 5.56% 86.1% 198 5.56% 6
Bornite Capital Management
3702
Bornite Capital Management
New York
$295M -$88.9M -23% 3.32% 208% 61 52.46% 0.3
BDWCC
3703
B&D White Capital Company
Texas
$295M -$105M -26% 0.07% 44.2% 112 66.07% 0.8
Stuart Chaussee & Associates
3704
Stuart Chaussee & Associates
California
$295M +$23.8M +9% 6.06% 58.6% 153 13.07% 3
Pelham Capital
3705
Pelham Capital
United Kingdom
$294M -$181M -38% 23.9% 135% 12 50% 1.7
Stokes Capital Advisors
3706
Stokes Capital Advisors
South Carolina
$294M +$4.1M +1% 2.21% 61.3% 87 9.2% 3.2
Alliance Wealth Management Group
3707
Alliance Wealth Management Group
New Jersey
$294M +$21M +8% 4.59% 43.4% 75 6.67% 4.2
Accel Growth Fund IV Associates
3708
Accel Growth Fund IV Associates
California
$294M -$6.63M -2% 36.2% 61.4% 3 0% 1.3
Crane Advisory
3709
Crane Advisory
California
$294M +$47.9M +19% 3.4% 38.2% 28 25% 0.4
Rock Point Advisors
3710
Rock Point Advisors
Vermont
$294M +$5.34M +2% 5.17% 82.8% 100 11% 4.5
Cederberg Capital
3711
Cederberg Capital
United Kingdom
$294M -$6.74M -2% 2.22% 273% 6 16.67% 2.3
Mission Creek Capital Partners
3712
Mission Creek Capital Partners
California
$294M +$14.2M +5% 7.75% 138% 228 5.7% 2.6
Keystone Financial Planning
3713
Keystone Financial Planning
Ohio
$294M -$2.77M -0.9% 1.7% 46% 47 10.64% 5.4
Encompass Wealth Advisors
3714
Encompass Wealth Advisors
Oregon
$294M +$19.6M +7% 6.24% 68.7% 294 13.95% 1.5
Long Run Wealth Advisors
3715
Long Run Wealth Advisors
New York
$294M +$15.8M +6% 5.67% 50.5% 100 13% 1.1
LCM
3716
Lionstone Capital Management
New York
$294M +$13.8M +5% 13.1% 74.1% 12 8.33% 3.5
Moss Adams Wealth Advisors
3717
Moss Adams Wealth Advisors
Washington
$294M +$93.6M +47% 6.63% 79.6% 218 33.94% 0.2
Strategic Value Partners
3718
Strategic Value Partners
Connecticut
$294M -$359M -55% 0.6% – 6 33.33% 1.6
JFG Wealth Management
3719
JFG Wealth Management
Colorado
$294M -$14.4M -5% 4.78% 65.2% 41 41.46% 1.6
CH
3720
Canton Hathaway
Rhode Island
$293M +$5.77M +2% 3.2% 87.8% 252 15.08% 2.4
UAM
3721
UAS Asset Management
New York
$293M +$11.3M +4% 6.85% 98% 28 57.14% 2.2
WA
3722
WealthTrust Axiom
Pennsylvania
$293M +$6.64M +2% 3.7% 125% 263 9.89% 5.3
Goehring & Rozencwajg Associates
3723
Goehring & Rozencwajg Associates
New York
$293M +$11.8M +4% 0.08% 148% 48 4.17% 0.2
Noble Family Wealth
3724
Noble Family Wealth
Florida
$293M – – 3.35% 60% 59 – 0
First Wilshire Securities Management
3725
First Wilshire Securities Management
California
$293M +$7.16M +3% 3.12% 135% 90 8.89% 4