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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)
Fiduciary Wealth Partners
3826
Fiduciary Wealth Partners
Massachusetts
$95.2M -$19.3M -17% 0.24% – 15 13.33% 0.2
Cornerstone Advisors (Washington)
3827
Cornerstone Advisors (Washington)
Washington
$95M +$3.93M +4% 3.1% 24.3% 1,001 23.48% 1.5
WCM
3828
Weyland Capital Management
New Hampshire
$95M -$14.8M -13% 1.38% 25.7% 9 11.11% 2.3
Rezny Wealth Management
3829
Rezny Wealth Management
Florida
$94.8M -$1.55M -2% 0.22% 99.6% 47 70.21% 0.9
Sterling Investment Advisors (Missouri)
3830
Sterling Investment Advisors (Missouri)
Missouri
$94.8M +$2.05M +2% 2.09% 37.8% 29 0% 1.2
Towercrest Capital Management
3831
Towercrest Capital Management
Pennsylvania
$94.5M +$1.91M +2% 1.08% 42.6% 24 4.17% 1.1
Taylor Frigon Capital Management
3832
Taylor Frigon Capital Management
Arizona
$94.5M +$5.61M +6% 1.93% 152% 98 18.37% 0.9
Engine Capital Management
3833
Engine Capital Management
New York
$94.2M -$13M -12% 7.02% 21.1% 41 17.07% 0.2
WCM
3834
Wesley Capital Management
New York
$93.9M -$20.6M -18% 3.95% 6.19% 24 58.33% 1.1
Cassaday & Co
3835
Cassaday & Co
Virginia
$93.8M -$114M -55% 3.29% 62.7% 33 24.24% 0.9
TAA
3836
TB Alternative Assets
Cayman Islands
$93.8M -$8.82M -9% 8.92% 312% 19 57.89% 0.8
NA
3837
NS Advisors
Connecticut
$93.5M +$4.1M +5% 11.5% 16.3% 18 16.67% 1.5
MCM
3838
Millie Capital Management
California
$93.3M -$2.45M -3% 2.69% 24.5% 71 25.35% 1
Orrstown Financial Services
3839
Orrstown Financial Services
Pennsylvania
$92.6M +$171K +0.2% 2.06% 73.7% 265 36.6% 1.7
Bishop & Co Investment Management
3840
Bishop & Co Investment Management
Pennsylvania
$92.6M +$557K +0.6% 1.19% 47.6% 15 0% 0.3
Newfound Research
3841
Newfound Research
Massachusetts
$92.4M +$8.69M +10% 5.32% 54.6% 84 36.9% 0.2
JRM Investment Counsel
3842
JRM Investment Counsel
Nebraska
$92.3M +$8.19M +10% 0.72% 65.5% 36 41.67% 0.9
Somerset Group
3843
Somerset Group
Minnesota
$92M -$2.39M -3% 1.63% 84.6% 70 11.43% 2.2
Capital Asset Advisory Services
3844
Capital Asset Advisory Services
Michigan
$91.8M +$20.4M +29% 0.06% 51% 78 28.21% 0.2
DI
3845
Diligent Investors
California
$91.7M +$3.03M +3% 1.52% 82.2% 147 6.8% 1.1
IDG-Accel China Capital Associates
3846
IDG-Accel China Capital Associates
Hong Kong
$90.9M -$78M -46% 34.3% 43% 2 0% 1.8
Penbrook Management
3847
Penbrook Management
New York
$90.8M -$6.68M -7% 1.09% 107% 118 12.71% 1.7
Marcus Capital
3848
Marcus Capital
Illinois
$90.8M -$3.32M -4% 6.03% 101% 54 14.81% 0.2
KCM
3849
Key Colony Management
Arkansas
$90.6M +$8.77M +11% 17.4% 113% 13 30.77% 1.2
Stellar Capital Management
3850
Stellar Capital Management
Arizona
$90.4M +$7.46M +9% 1.91% 23.4% 65 12.31% 1.8