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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
CHA
4326
Carmichael Hill & Associates
Maryland
$150M +$14.3M +10% 8.53% 39.7% 750 9.07%
CFA
4327
CWS Financial Advisors
Michigan
$150M +$11.6M +8% 11.4% 47.7% 131 14.5%
SL
4328
SIB LLC
New York
$150M +$17M +13% 12.7% 29.2% 26 23.08%
NCM
4329
Next Capital Management
New York
$150M +$8.5M +6% 5.25% 61.3% 102 11.76%
AIP
4330
Ahrens Investment Partners
Louisiana
$150M -$14.2M -9% 7.95% 82.3% 211 39.34%
WU
4331
Wealthsimple US
New York
$150M +$18.7M +14% 5.38% 35 54.29%
PA
4332
Paragon Advisors
Texas
$150M +$26.4M +21% 11.2% 109% 92 18.48%
SPM
4333
Symmetry Peak Management
Pennsylvania
$150M +$25.9M +21% 36.5% 320% 128 81.25%
AIM
4334
Aspen Investment Management
Michigan
$150M +$10.4M +7% 7.72% 84.9% 126 9.52%
CCP
4335
Camelot Capital Partners
California
$150M +$11.9M +9% 76.6% 2 0%
BC
4336
Birchview Capital
Vermont
$150M -$15.8M -10% 7.77% 327% 51 1.96%
IAMOG
4337
Investors Asset Management of Georgia
Georgia
$150M +$5.67M +4% 8.2% 113% 145 5.52%
QCM
4338
Quantinno Capital Management
New York
$150M +$48.1M +47% 8.84% 119% 461 51.84%
MCP
4339
Martin Capital Partners
Oregon
$150M +$7.34M +5% 5.24% 35.2% 65 10.77%
PAM
4340
Peninsula Asset Management
Florida
$149M +$9.33M +7% 10.1% 44.1% 45 0%
DA
4341
DSC Advisors
Illinois
$149M +$58.2M +64% 3.65% 3.18% 54 51.85%
DR
4342
Davis Rea
Ontario, Canada
$149M +$18M +14% 12.2% 45.7% 54 9.26%
DS
4343
Dalal Street
Texas
$149M +$1.41M +1% 2.6% 92.7% 2 0%
KAM
4344
Karani Asset Management
New York
$149M +$20.1M +16% 23.2% 66 18.18%
TJHA
4345
Thomas J. Herzfeld Advisors
Florida
$149M -$55.2M -27% 1.49% 17.7% 307 22.8%
LF
4346
Lantz Financial
Illinois
$149M +$9.77M +7% 5.43% 67.1% 122 9.02%
GCGDR
4347
Geo Capital Gestora de Recursos
Brazil
$149M +$12.1M +9% 13% 30.7% 25 36%
ONST
4348
Old North State Trust
North Carolina
$149M -$8.18M -5% 5.42% 354 67.8%
MA
4349
Minerva Advisors
Pennsylvania
$148M -$8K -0% 7.15% 166% 77 2.6%
WA1
4350
Wimmer Associates 1
California
$148M +$19.9M +15% 9.9% 78.9% 106 6.6%