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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
HCM
4026
Hudson Capital Management
New Jersey
$276M +$26.2M +10% 5.23% 61.6% 72 12.5%
NLVP
4027
New Leaf Venture Partners
New York
$276M -$70.7M -20% 11.7% 17.1% 22 0%
GPA
4028
Guidance Point Advisors
Massachusetts
$276M +$1.97M +0.7% 3.56% 59.1% 442 79.64%
VST
4029
Van Strum & Towne
California
$276M +$22.1M +9% 8.36% 50.9% 109 9.17%
RZH
4030
Relyea Zuckerberg Hanson
Connecticut
$276M +$18.3M +7% 7.16% 84.4% 152 10.53%
EVC
4031
Eidelman Virant Capital
Missouri
$276M +$14.5M +6% 5.14% 46.2% 231 24.68%
TJHA
4032
Thomas J. Herzfeld Advisors
Florida
$275M +$49M +22% 1.42% 17.9% 401 22.94%
WRTC
4033
Wind River Trust Company
Wyoming
$275M +$6.5M +2% 6.62% 51% 10 0%
WIM
4034
Wittenberg Investment Management
Massachusetts
$275M +$15.2M +6% 7.9% 86.2% 80 6.25%
AAA
4035
Affinity Asset Advisors
New York
$275M -$121M -30% 1.53% 1,280% 87 52.87%
SC
4036
Searle & Co
Connecticut
$275M +$30.7M +13% 11.8% 93.8% 162 9.88%
CCM
4037
Cutler Capital Management
Massachusetts
$275M +$10M +4% 3.56% 34% 118 23.73%
UIA
4038
UBP Investment Advisors
Switzerland
$275M +$16.8M +7% 1.64% 11.2% 108 14.81%
ST
4039
Somerset Trust
Pennsylvania
$274M +$29.4M +12% 12.4% 69.7% 149 10.07%
FAP
4040
Financial Advisory Partners
Florida
$274M 8.54% 46.7% 72
CC
4041
Covalis Capital
United Kingdom
$274M -$159M -37% 1.2% 31.3% 137 49.64%
BHWM
4042
Beaird Harris Wealth Management
Texas
$274M 3.8% 41.3% 686
FA
4043
Fermata Advisors
California
$273M +$46.7M +21% 5.67% 49.3% 197 18.27%
AC
4044
Adelphi Capital
United Kingdom
$273M -$70M -20% 8.87% 2 0%
AC
4045
Arjuna Capital
North Carolina
$273M +$27M +11% 13.6% 74.9% 113 17.7%
LRIA
4046
Leonard Rickey Investment Advisors
Washington
$273M +$34.7M +15% 5.73% 55.9% 77 12.99%
LA
4047
Legacy Advisors
Pennsylvania
$273M +$22.5M +9% 8.56% 87.4% 138 11.59%
WWM
4048
WT Wealth Management
Arizona
$273M +$13.1M +5% 5.13% 66.6% 133 15.79%
RCS
4049
Retirement Capital Strategies
California
$272M +$11.7M +4% 5.79% 50.2% 89 35.96%
WOC
4050
West Oak Capital
California
$272M +$14.1M +5% 8.99% 110% 418 16.75%