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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
PC
4076
PhiloSmith Capital
Connecticut
$231M +$22M +11% 9.34% 54% 33 6.06%
WCM
4077
Whitener Capital Management
North Carolina
$231M +$12.2M +6% 5.01% 98.5% 134 5.22%
HI
4078
Helikon Investments
United Kingdom
$231M +$76.1M +49% 8.43% 330% 5 60%
CCM
4079
Callodine Capital Management
Massachusetts
$230M +$23.8M +11% 11% 43.6% 42 23.81%
BGC
4080
Birch Grove Capital
New York
$230M +$38.7M +20% 2.62% 2.66% 55 27.27%
OFA
4081
Oak Family Advisors
Illinois
$230M +$37.1M +19% 5.53% 83.5% 106 24.53%
CMP
4082
Courage Miller Partners
Virginia
$230M +$12.7M +6% 4.78% 40.3% 85 10.59%
RAM
4083
Roanoke Asset Management
New Jersey
$230M +$18.9M +9% 8.77% 50.3% 106 11.32%
NRI
4084
NFP Retirement Inc
California
$230M +$68.3M +42% 3.46% 38.9% 128 13.28%
DA
4085
DCF Advisers
Connecticut
$230M -$12.3M -5% 7.16% 156% 122 41.8%
BWM
4086
Biltmore Wealth Management
Arizona
$230M +$36.5M +19% 3.9% 55.6% 67 59.7%
PFSC
4087
Peoples Financial Services Corp
Pennsylvania
$230M +$12.5M +6% 6.52% 93% 308 9.74%
QPWM
4088
Quadrant Private Wealth Management
Pennsylvania
$230M +$5.41M +2% 6.78% 87.6% 198 9.6%
CI
4089
Cavalier Investments
Georgia
$230M +$11.2M +5% 5.75% 154% 121 33.88%
GTCM
4090
Gyon Technologies Capital Management
New Jersey
$230M -$61M -21% 8.19% 42.2% 556 70.14%
NFGCM
4091
Norman Fields Gottscho Capital Management
New York
$230M +$4.91M +2% 3.23% 94% 71 16.9%
SL
4092
SOF Ltd
Cayman Islands
$229M +$55.7M +32% 32% 63.6% 1 0%
IA
4093
IAM Advisory
Pennsylvania
$229M +$30.3M +15% 5.94% 74.5% 71 15.49%
NG
4094
NWK Group
California
$229M -$3.41M -1% 4.15% 227% 225 31.11%
MPAM
4095
Murphy Pohlad Asset Management
Minnesota
$229M +$27.4M +14% 11.2% 75.1% 110 13.64%
RFA
4096
Radnor Financial Advisors
Pennsylvania
$229M +$13.8M +6% 4.96% 3.04% 23 8.7%
BWAM
4097
Boyd Watterson Asset Management
Ohio
$229M +$18.6M +9% 7.37% 82.4% 150 17.33%
CC
4098
Cowbird Capital
New York
$229M +$1.16M +0.5% 11.8% 21.3% 16 50%
AA
4099
Ashford Advisors
New York
$228M +$63M +38% 6.58% 57.3% 11 18.18%
ESB
4100
Essex Savings Bank
Connecticut
$228M +$4.26M +2% 8.23% 84.5% 199 3.52%