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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
HWA
3901
Heritage Way Advisors
Illinois
$149M +$19.2M +15% 12.3% 79.4% 61 9.84%
V
3902
ValueWorks
New York
$149M +$3.81M +3% 14.9% 110% 35 14.29%
HAFS
3903
Hapanowicz & Associates Financial Services
Pennsylvania
$149M +$15M +11% 8.08% 51.1% 20 15%
MCA
3904
Mercer Capital Advisers
New Jersey
$149M +$14.1M +10% 11% 59.6% 229 6.11%
MWM
3905
Mascoma Wealth Management
New Hampshire
$149M +$18M +14% 9.5% 40% 429 18.41%
AFA
3906
Alta Fundamental Advisers
New York
$149M -$23.5M -14% 2.44% 268% 24 29.17%
PWPS
3907
Pinnacle Wealth Planning Services
Ohio
$149M -$7.29M -5% 9.62% 64.8% 182 29.67%
CL
3908
Chubb Ltd
Switzerland
$149M +$11M +8% 8.67% 64.2% 13 7.69%
SAMC
3909
Spectrum Asset Management (California)
California
$149M +$22.6M +18% 12% 56.5% 91 26.37%
TI
3910
Tidal Investments
Wisconsin
$149M +$18.8M +15% 11.8% 159% 113 23.89%
KAH
3911
Kathryn A. Hall
$148M +$46.2M +45% 6.13% 95.2% 32 78.13%
SLA
3912
Silver Lake Advisory
Utah
$148M +$13.6M +10% 12.1% 70.9% 87 12.64%
TCCM
3913
Timber Creek Capital Management
Massachusetts
$148M +$19.8M +15% 12.3% 85.7% 128 3.91%
CGI
3914
Cougar Global Investments
Ontario, Canada
$148M +$6.85M +5% 8.11% 17.4% 22 45.45%
OFCM
3915
One Fin Capital Management
California
$148M +$55.1M +59% 27.3% 75.5% 25 60%
EMR
3916
Errol M. Rudman
$148M +$4.82M +3% 17.4% 60.5% 30 10%
BPM
3917
Blue Pool Management
Hong Kong
$148M +$23.6M +19% 20.4% 72.8% 24 41.67%
AIC
3918
Archer Investment Corporation
Indiana
$148M +$33.8M +30% 11.1% 55% 539 12.8%
NERM
3919
New England Research & Management
Illinois
$148M +$20.9M +16% 10.6% 56.4% 187 31.02%
CWM
3920
Concentric Wealth Management
California
$148M +$17.9M +14% 12% 33.4% 89 7.87%
HIM
3921
Hotaling Investment Management
Pennsylvania
$148M +$25M +20% 14.7% 52.6% 125 14.4%
MIM
3922
Mittleman Investment Management
New York
$148M -$21.2M -13% 4.57% 11.6% 7 0%
SR
3923
Sloane Robinson
United Kingdom
$148M +$64.1M +77% 30.3% 175% 27 33.33%
SL
3924
Signition LP
New York
$148M -$8.93M -6% 16.4% 310 66.77%
DJC
3925
Daily Journal Corp
California
$148M +$10.7M +8% 7.93% 108% 4 0%