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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)
SIC
4151
Starr International Company
Switzerland
$121M -$391M -76% 24.9% 26.1% 24 20.83% 3.5
AWM
4152
AllSquare Wealth Management
New York
$121M -$13.1M -10% 9.1% 62.4% 506 9.68% 1.6
LC
4153
Landaas & Company
Wisconsin
$121M -$7.94M -6% 9.57% 60.3% 59 11.86% 1.2
BPV
4154
Battery Partners VIII
Massachusetts
$121M -$31.2M -21% 20.5% – 1 0% 2
CFA
4155
Clarfeld Financial Advisors
New York
$120M – – 13.1% – 533 – 0
AWM
4156
Avondale Wealth Management
Texas
$120M +$14.7M +14% 12% 83.8% 118 22.03% 0.8
MSFP
4157
Mark Sheptoff Financial Planning
Connecticut
$120M -$25.4M -17% 8.33% 92.4% 383 16.71% 3.3
NWA
4158
New World Advisors
Massachusetts
$120M – – 20% 84.1% 10 – 0
PAM
4159
Peninsula Asset Management
Florida
$120M -$24.8M -17% 12.3% 44.1% 48 10.42% 4.3
CPA
4160
Clear Perspective Advisors
Illinois
$120M -$14.6M -11% 11.2% 88.5% 151 17.22% 1.7
TH
4161
Timber Hill
Connecticut
$120M +$21.2M +21% 15.5% 59.2% 56 76.79% 1.1
FDS
4162
First Dallas Securities
Texas
$120M -$40.1M -25% 15.4% 163% 109 17.43% 3.1
GWM
4163
Graybill Wealth Management
Illinois
$120M -$18M -13% 14% – 53 15.09% 3.3
IC
4164
Investment Counsel
Michigan
$120M -$3.4M -3% 7.11% 50.1% 53 0% 2.9
WAM
4165
Westport Asset Management
Connecticut
$120M -$21.9M -15% 14% 63.9% 65 10.77% 2.7
1NWS
4166
1 North Wealth Services
Maryland
$120M – – 6.25% – 310 – 0
CCM
4167
Colorado Capital Management
Colorado
$120M -$19.3M -14% 9.85% 60.4% 88 6.82% 2.2
SIM
4168
Sterling Investment Management
Arizona
$120M -$18.1M -13% 8.45% 44.1% 62 12.9% 3
SBA
4169
Secrest Blakey & Associates
North Carolina
$119M -$10.3M -8% 8.63% 19.4% 117 15.38% 0.8
UOT
4170
University of Tennessee
Tennessee
$119M -$12.5M -10% 8.89% – 2 0% 1
SCI
4171
SkyBridge Capital II
New York
$119M -$55.3M -32% 11.7% – 32 12.5% 1.5
NC
4172
Noked Capital
Israel
$119M – – 14.3% 197% 57 – 0
NI
4173
Noked Israel
Israel
$119M – – 14.3% 265% 57 – 0
TGI
4174
TRV GP III
Massachusetts
$119M -$105M -47% 46.3% 170% 3 0% 0.8
SIC
4175
Shoker Investment Counsel
Ohio
$119M -$18.6M -13% 11.4% 83.8% 110 16.36% 3.5