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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)
Sigma Investment Management
3826
Sigma Investment Management
Oregon
$115M -$2.52M -2% 2.01% 8.4% 17 17.65% 2.5
Flaherty & Crumrine
3827
Flaherty & Crumrine
California
$115M +$40.7M +55% 1.63% 0.12% 10 0% 1.5
Rezny Wealth Management
3828
Rezny Wealth Management
Florida
$115M +$8.3M +8% 2.43% 99.6% 17 23.53% 1.3
KPCB DGF Associates
3829
KPCB DGF Associates
California
$115M -$48.7M -30% 12.8% – 4 25% 2
Girard Securities
3830
Girard Securities
California
$115M +$17.2M +18% 2.32% – 184 23.91% 0.7
Smart Portfolios LLC
3831
Smart Portfolios LLC
Washington
$115M +$27.2M +31% 1% 41.3% 43 27.91% 0.5
Towercrest Capital Management
3832
Towercrest Capital Management
Pennsylvania
$115M +$2.31M +2% 0.21% 42.6% 26 15.38% 1.7
Threshold Group
3833
Threshold Group
Washington
$115M +$11.3M +11% 2.58% – 45 35.56% 0.7
Lesa Sroufe & Co
3834
Lesa Sroufe & Co
Washington
$115M +$1.3M +1% 2.22% – 48 18.75% 2.2
Albert D. Mason Inc
3835
Albert D. Mason Inc
Massachusetts
$115M -$196M -63% 2.04% 82% 133 18.8% 2.6
Westbourne Investment Advisors
3836
Westbourne Investment Advisors
Maryland
$114M +$1.51M +1% 6.3% 107% 109 14.68% 1.3
WI
3837
Welch Investments
Alabama
$114M – – 0.87% – 44 – 0
C-J Advisory
3838
C-J Advisory
California
$114M +$1.99M +2% 0.64% 39.2% 128 4.69% 0.2
JC
3839
JCSD Capital
California
$114M +$15.3M +16% 29.6% – 39 10.26% 1.2
CMH Wealth Management
3840
CMH Wealth Management
New Hampshire
$114M – – 1.84% 88% 50 – 0
Birch Grove Capital
3841
Birch Grove Capital
New York
$114M +$7.39M +7% 0.34% 2.66% 22 27.27% 0.5
RCA
3842
Restructuring Capital Associates
Connecticut
$114M +$34.5M +44% 12% 71.2% 9 22.22% 2.1
DAFNA Capital Management
3843
DAFNA Capital Management
California
$114M -$29.8M -21% 1.96% 313% 85 35.29% 1.4
CoreCommodity Management
3844
CoreCommodity Management
Connecticut
$114M +$15.8M +16% 7.81% 65.8% 215 10.7% 1.9
Gratry & Company
3845
Gratry & Company
Ohio
$114M -$14.6M -11% 3.52% 44.3% 97 35.05% 0.8
Addison Capital
3846
Addison Capital
Pennsylvania
$114M -$593K -0.5% 2.22% 59.7% 102 10.78% 1.9
Smithbridge Asset Management
3847
Smithbridge Asset Management
Pennsylvania
$113M +$1.42M +1% 1.71% – 58 10.34% 2.8
Capital Wealth Planning
3848
Capital Wealth Planning
Florida
$113M -$16.4M -13% 6.86% 73.9% 134 29.85% 1.3
Holderness Investments Company
3849
Holderness Investments Company
North Carolina
$113M +$13M +13% 5.56% 144% 126 11.9% 1.7
FIM
3850
FourPoints Investment Managers
France
$113M -$18.7M -14% 3.51% – 76 36.84% 2.1