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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)
MMPI
4101
Morgenthaler Management Partners IX
California
$125M – – 1.08% – 3 – 0
BP
4102
Broadleaf Partners
Ohio
$125M -$24M -16% 14.1% 180% 56 12.5% 0.9
VAM
4103
Velanne Asset Management
United Kingdom
$125M – – 15.4% 29.6% 22 – 0
CA
4104
Claro Advisors
Massachusetts
$125M – – 13.9% 85.5% 1,142 – 0
NFG
4105
Nations Financial Group
Iowa
$125M -$14.7M -11% 11.8% 105% 176 10.8% 2.1
TW
4106
Towerpoint Wealth
California
$125M +$4.3M +4% 8.38% 67.7% 43 23.26% 0.7
HW
4107
Hedeker Wealth
Illinois
$125M -$17.8M -12% 11.9% 141% 72 9.72% 2.5
AIM
4108
Aspen Investment Management
Michigan
$125M -$26.6M -18% 10.8% 84.9% 151 17.22% 4
MMPW
4109
Mitchell McLeod Pugh & Williams
Alabama
$125M -$23.9M -16% 11.6% 90.7% 185 14.05% 3.4
KC
4110
KCL Capital
New York
$125M – – 21.4% 106% 22 – 0
BPM
4111
Blue Pool Management
Hong Kong
$124M -$83M -40% 14.3% 72.8% 33 45.45% 0.9
CF
4112
Corrigan Financial
Rhode Island
$124M -$14.8M -11% 11.8% 9.54% 58 12.07% 2.3
SAM
4113
Sequent Asset Management
Texas
$124M -$21.6M -15% 8.91% 51.3% 64 29.69% 3.2
CCCPI
4114
Castle Creek Capital Partners IV
California
$124M -$27.9M -18% 17.7% 47.7% 4 0% 3.1
FFC
4115
First Financial Corp
Indiana
$124M -$28.5M -19% 12.2% 95.3% 333 6.01% 4.5
AIC
4116
Ayalon Insurance Company
Israel
$124M -$989K -0.8% 13.9% 99.6% 106 26.42% 1.1
EA
4117
Elm Advisors
California
$124M -$25.5M -17% 12.9% 50.5% 298 74.16% 4.2
PWAC
4118
Private Wealth Advisors (California)
California
$124M – – 14.1% 63.6% 56 – 0
AIA
4119
Ally Invest Advisors
North Carolina
$124M – – 9.08% 41.1% 9 – 0
AA
4120
Alta Advisers
United Kingdom
$124M – – 5.75% 114% 6 – 3.8
ADMI
4121
Albert D. Mason Inc
Massachusetts
$123M -$23M -16% 10% 82% 146 13.01% 3.4
CCM
4122
Consolidated Capital Management
California
$123M -$29.7M -19% 13.4% 166% 47 23.4% 1.6
FA
4123
Financial Advisors
Massachusetts
$123M – – 11.8% 71.5% 58 – 0
WAOTB
4124
Wealth Advisors of Tampa Bay
Florida
$123M -$19.5M -14% 11.7% 86.2% 75 18.67% 0.8
HIM
4125
Hotaling Investment Management
Pennsylvania
$123M – – 12.4% 52.6% 112 – 0