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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)
Northcape Wealth Management
3976
Northcape Wealth Management
New York
$277M +$699K +0.3% 2.92% 66% 150 3.33% 0.8
TSP Capital Management Group
3977
TSP Capital Management Group
New Jersey
$277M +$240K +0.1% 5.46% 186% 52 11.54% 3.6
HGC Investment Management
3978
HGC Investment Management
Ontario, Canada
$277M -$212M -43% 2.07% 33.2% 252 46.03% 0.6
RS Crum Inc
3979
RS Crum Inc
California
$277M +$16.3M +6% 2.32% 54.2% 72 1.39% 1.3
Covenant Partners
3980
Covenant Partners
Tennessee
$277M +$16M +6% 5.63% 70.3% 195 15.9% 2.5
Round Rock Advisors
3981
Round Rock Advisors
Connecticut
$277M +$16M +6% 5.86% 87.4% 149 7.38% 1.5
Keating Investment Counselors
3982
Keating Investment Counselors
Florida
$277M +$12.1M +5% 0.86% 50% 80 1.25% 5.2
ValueWorks
3983
ValueWorks
New York
$276M +$13.5M +5% 10.1% 190% 34 8.82% 4.7
Wittenberg Investment Management
3984
Wittenberg Investment Management
Massachusetts
$276M +$7.73M +3% 9.1% 89.9% 91 7.69% 4.1
venBio Partners
3985
venBio Partners
California
$276M +$95.9M +53% 35.2% 564% 7 14.29% 1.9
SRAM
3986
Spouting Rock Asset Management
Pennsylvania
$276M -$7.51M -3% 14.8% 74.7% 201 34.83% 0.9
Stone House Investment Management
3987
Stone House Investment Management
Pennsylvania
$276M -$20M -7% 3.17% 57.9% 369 25.2% 0.4
Northwest Wealth Management
3988
Northwest Wealth Management
Iowa
$276M +$13.9M +5% 4.43% 63.4% 161 9.94% 3.1
Hamilton Capital Partners (Canada)
3989
Hamilton Capital Partners (Canada)
$275M -$1.51M -0.5% 3.22% 143% 73 15.07% 0.4
Investment Management Associates
3990
Investment Management Associates
Colorado
$275M +$32.2M +13% 5.78% 51.6% 40 10% 1.9
JW Asset Management
3991
JW Asset Management
Florida
$275M +$14.3M +5% 4.99% 251% 10 20% 1.7
Wealth Dimensions Group
3992
Wealth Dimensions Group
Ohio
$275M +$16.2M +6% 4.68% 57.1% 142 9.86% 2
Cavalier Investments
3993
Cavalier Investments
Georgia
$275M +$30.1M +12% 9.88% 171% 125 75.2% 0.7
Madrona Venture Group
3994
Madrona Venture Group
Washington
$275M +$28M +11% 12.8% 233% 6 16.67% 1.9
Iams Wealth Management
3995
Iams Wealth Management
Nebraska
$274M +$154M +128% 0% 57.7% 229 100% 0
VM
3996
Venator Management
Pennsylvania
$274M +$31.8M +13% 16.5% 101% 32 28.13% 1.6
Greenlea Lane Capital Management
3997
Greenlea Lane Capital Management
Connecticut
$274M +$23.6M +9% 15.9% 99.7% 12 16.67% 2.5
Fidelis Capital Partners
3998
Fidelis Capital Partners
Florida
$274M +$38.9M +17% 9.49% 115% 280 13.57% 0.3
Arlington Financial Advisors
3999
Arlington Financial Advisors
California
$274M +$14.5M +6% 5.07% 67.6% 63 12.7% 3.5
Whitcomb & Hess
4000
Whitcomb & Hess
Ohio
$274M +$9.9M +4% 2.9% 54% 43 4.65% 1.4