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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)
AC
3976
Avestar Capital
New York
$134M – – 6.36% 101% 805 – 0
WWMSC
3977
Wagner Wealth Management (South Carolina)
South Carolina
$134M – – 2.34% 36.9% 814 – 0
GP
3978
Geneva Partners
Wisconsin
$134M +$6.83M +5% 6.9% 401% 96 20.83% 1.1
PFGIA
3979
Patriot Financial Group Insurance Agency
Massachusetts
$134M +$21.8M +19% 4.05% 97.3% 981 12.74% 0.8
MI
3980
Moneywise Inc
Virginia
$134M +$7.12M +6% 3.52% 58% 42 14.29% 1
CM
3981
Cartica Management
District of Columbia
$134M +$51.8M +63% 5.16% 92.9% 1 0% 2.8
SAIG
3982
Semper Augustus Investments Group
Colorado
$134M -$1.67M -1% 4.12% 95.4% 26 0% 3.8
MAP
3983
Milestone Advisory Partners
North Carolina
$133M – – 3.84% 19.7% 48 – 0
CAM
3984
Capco Asset Management
Florida
$133M +$12.8M +11% 11.8% 46.1% 19 0% 0.9
EP
3985
Engadine Partners
United Kingdom
$133M – – 6.12% – 5 – 0
ADMI
3986
Albert D. Mason Inc
Massachusetts
$133M +$8.67M +7% 5.29% 82% 126 3.97% 3.3
SP
3987
SWS Partners
Ohio
$133M – – 3.12% 112% 410 – 0
AIA
3988
AIMZ Investment Advisors
California
$133M +$11.1M +9% 9.87% 81.3% 101 5.94% 2.5
JFGLC
3989
Johnson Financial Group LLC (Colorado)
Colorado
$133M +$12.8M +11% 3.87% 58.7% 96 37.5% 0.6
HA
3990
Havens Advisors
New York
$133M -$15.4M -10% 8.56% 460% 37 70.27% 0.3
HWA
3991
Heritage Way Advisors
Illinois
$133M +$10.8M +9% 8.38% 79.4% 65 7.69% 0.8
FFG
3992
Ford Financial Group
California
$133M – – 4.56% 47.7% 456 – 0
VAM
3993
Verity Asset Management
North Carolina
$133M +$1.23M +0.9% 4.34% 79.7% 168 47.62% 0.8
SAM
3994
Security Asset Management
New York
$133M +$5.66M +4% 7.01% 67.4% 82 8.54% 2.4
BWM
3995
Bernicke Wealth Management
Wisconsin
$132M +$5M +4% 2.01% – 51 7.84% 1.8
WAM
3996
Westport Asset Management
Connecticut
$132M -$275K -0.2% 6.13% 63.9% 63 1.59% 2
DP
3997
Denver PWM
Colorado
$132M +$4.47M +3% 3.5% 44.8% 67 13.43% 0.2
ARMT
3998
Amica Retiree Medical Trust
Rhode Island
$132M +$5.34M +4% 6.3% – 384 15.1% 2.4
LIM
3999
Loudon Investment Management
New Hampshire
$132M +$4.37M +3% 6.92% 61.6% 87 2.3% 2.9
ACH
4000
Axis Capital Holdings
$132M +$7.78M +6% 6.27% 67% 2 0% 3.1