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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)
BigSur Wealth Management
3751
BigSur Wealth Management
Florida
$160M +$22.5M +16% 6.65% 94.8% 111 18.02% 1.3
Biechele Royce Advisors
3752
Biechele Royce Advisors
Indiana
$160M +$10.6M +7% 6.79% 39.2% 51 11.76% 0.7
PCC
3753
Park Circle Company
Maryland
$160M +$6.53M +4% 1.61% 70.5% 86 15.12% 2.1
CH
3754
Canton Hathaway
Rhode Island
$160M – – 11% 84.7% 184 – 0
First United Bank & Trust
3755
First United Bank & Trust
Maryland
$160M +$8.7M +6% 6.49% 78% 121 8.26% 3.2
Jackson Grant Investment Advisers
3756
Jackson Grant Investment Advisers
Connecticut
$160M +$14.2M +10% 6.38% 54.3% 231 14.29% 2.1
Daily Journal Corp
3757
Daily Journal Corp
California
$159M -$1.35M -0.8% 0.6% 108% 4 0% 4.8
Uncommon Cents Investing
3758
Uncommon Cents Investing
Wisconsin
$159M +$4.2M +3% 4.74% 91.4% 84 5.95% 0.7
PhiloSmith Capital
3759
PhiloSmith Capital
Connecticut
$159M +$13M +9% 6.57% 54% 38 2.63% 1.5
GC
3760
Gratia Capital
California
$159M -$58.1M -27% 9.68% 42.4% 46 63.04% 0.4
Westwind Capital
3761
Westwind Capital
New Mexico
$159M +$26.7M +20% 17% 87.6% 49 22.45% 0.6
Rice Partnership
3762
Rice Partnership
Hawaii
$159M +$6.66M +4% 7.6% 123% 82 21.95% 0.6
Scholtz & Company
3763
Scholtz & Company
Connecticut
$158M +$15.6M +11% 12.3% 89.2% 61 27.87% 1
Blankinship & Foster
3764
Blankinship & Foster
California
$158M +$7.7M +5% 4.12% 67.1% 42 11.9% 1.3
SAM
3765
Shamrock Asset Management
Texas
$158M -$6.18M -4% 3.23% 31% 299 18.73% 2.6
Cincinnati Specialty Underwriters Insurance
3766
Cincinnati Specialty Underwriters Insurance
Ohio
$158M +$9.8M +7% 5.48% 115% 33 3.03% 3.6
Mainstay Capital Management
3767
Mainstay Capital Management
Michigan
$158M +$31.4M +25% 4.18% 131% 476 17.02% 0.6
NVWM LLC
3768
NVWM LLC
Pennsylvania
$158M +$14.2M +10% 9.28% 119% 406 22.91% 0.6
MU Investments Company
3769
MU Investments Company
Japan
$158M +$15M +10% 10.4% 40.4% 25 0% 3.7
Stuart Chaussee & Associates
3770
Stuart Chaussee & Associates
California
$158M +$9.5M +6% 6.64% 58.6% 137 2.92% 1.2
ValueWorks
3771
ValueWorks
New York
$158M +$1.96M +1% 8.42% 190% 34 20.59% 2.6
Schneider Downs Wealth Management Advisors
3772
Schneider Downs Wealth Management Advisors
Pennsylvania
$158M +$7.35M +5% 3.79% 55% 60 18.33% 1.4
Quadrant Capital Management
3773
Quadrant Capital Management
New Jersey
$158M +$17.1M +12% 6.2% 50.3% 73 10.96% 3
Cabot-Wellington
3774
Cabot-Wellington
Massachusetts
$158M +$11.5M +8% 3.01% 65% 10 10% 4.6
SWS Partners
3775
SWS Partners
Ohio
$158M +$15.2M +11% 4.89% 112% 107 11.21% 0.6