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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)
Pettee Investors
3876
Pettee Investors
Connecticut
$141M -$28.3M -17% 9.33% 96.1% 118 13.56% 2.8
EnTrust Global Partners Offshore
3877
EnTrust Global Partners Offshore
New York
$141M -$23.4M -14% 16.9% – 133 71.43% 0.3
Anderson Hoagland & Co
3878
Anderson Hoagland & Co
Missouri
$141M -$37M -21% 16.3% 104% 91 3.3% 3.2
West Oak Capital
3879
West Oak Capital
California
$141M -$32.1M -19% 10% 110% 375 12.27% 3.2
BigSur Wealth Management
3880
BigSur Wealth Management
Florida
$141M -$19.1M -12% 13.2% 94.8% 105 9.52% 1.5
Kingfisher Capital
3881
Kingfisher Capital
North Carolina
$140M -$45.9M -25% 9.48% 58.5% 153 26.14% 2.6
GPC
3882
Glen Point Capital
United Kingdom
$140M -$981M -87% 0% 118% 6 66.67% 0.3
Bellecapital
3883
Bellecapital
Switzerland
$140M -$12.2M -8% 12.5% 152% 104 18.27% 1.4
RCA
3884
Restructuring Capital Associates
Connecticut
$140M +$2.88M +2% 22.9% 71.2% 18 27.78% 1.5
RAG
3885
Roof Advisory Group
Pennsylvania
$140M -$46.7M -25% 12.7% – 44 47.73% 0.6
CWM
3886
Cordatus Wealth Management
Pennsylvania
$140M – – 4.57% 108% 99 – 0
Kemper Corp Master Retirement Trust
3887
Kemper Corp Master Retirement Trust
Illinois
$140M -$16.7M -11% 9.79% 21.9% 40 5% 4.6
Robertson Opportunity Capital
3888
Robertson Opportunity Capital
Texas
$140M -$30.5M -18% 16.3% 93.4% 31 25.81% 3.1
OA
3889
Opes Advisors
California
$140M +$3.15M +2% 11.5% – 51 37.25% 1.2
Carlton Hofferkamp & Jenks Wealth Management
3890
Carlton Hofferkamp & Jenks Wealth Management
Texas
$140M -$23M -14% 11.6% 63.9% 92 11.96% 3.3
Bar Harbor Trust Services
3891
Bar Harbor Trust Services
Maine
$140M -$66.8M -32% 8.86% 86.4% 84 36.9% 3.3
EWA
3892
ERTS Wealth Advisors
Michigan
$140M – – 10.8% 39.3% 341 – 0
Hayek Kallen Investment Management
3893
Hayek Kallen Investment Management
Alabama
$140M -$16.6M -11% 8.33% 71.9% 68 7.35% 4.1
Torch Wealth Management
3894
Torch Wealth Management
Ohio
$140M -$27.3M -16% 10.2% 48.8% 107 14.02% 3.4
AB CarVal Investors
3895
AB CarVal Investors
Minnesota
$140M -$79.1M -36% 32.5% 24% 19 42.11% 0.6
Greywolf Capital Management
3896
Greywolf Capital Management
New York
$140M -$114M -45% 9.36% 174% 8 0% 1.9
Truvvo Partners
3897
Truvvo Partners
New York
$140M -$21.3M -13% 8.92% 21.1% 50 22% 2.1
Denver PWM
3898
Denver PWM
Colorado
$139M +$6.33M +5% 10.6% 48.6% 79 30.38% 0.8
Pacific Wealth Strategies Group
3899
Pacific Wealth Strategies Group
California
$139M -$16.9M -11% 11.9% 75.5% 84 8.33% 1.7
Delta Capital Management
3900
Delta Capital Management
New Jersey
$139M -$25.2M -15% 11.5% 129% 70 18.57% 4.1