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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
TA
4351
Trellis Advisors
Washington
$106M 5.33% 23.3% 42
AWM
4352
Aevitas Wealth Management
Massachusetts
$105M 5.39% 36.4% 462
CP
4353
Clover Partners
Texas
$105M -$144M -58% 0.15% 32.2% 28 32.14%
EPIM
4354
Equinox Partners Investment Management
Connecticut
$105M +$7.21M +7% 9.87% 241% 14 85.71%
PIA
4355
Phoenix Investment Adviser
New York
$105M -$23.6M -18% 2.2% 25% 74 51.35%
NPP
4356
New Potomac Partners
Maryland
$105M 4.96% 37.2% 148
DI
4357
DUMAC Inc
North Carolina
$105M +$10.2M +11% 8.73% 51 31.37%
CAM
4358
Crown Advisors Management
California
$105M 17% 284% 40
HAC
4359
Harbor Advisory Corp
New Hampshire
$105M 3.91% 63.2% 41
MRCM
4360
Mill Road Capital Management
Connecticut
$105M 5.56% 85.1% 11
HA
4361
Harborview Advisors
Maine
$105M 3.09% 27.1% 66
THWM
4362
Taylor Hoffman Wealth Management
Virginia
$105M 5.05% 47.8% 451
NEGWA
4363
New England Guild Wealth Advisors
Connecticut
$104M 2.85% 6.04% 53
CWA
4364
Cypress Wealth Advisors
California
$104M +$42.4M +69% 2.43% 29.3% 89 35.96%
FMB
4365
Field & Main Bank
Kentucky
$104M 7.72% 107% 222
MMM
4366
Mendel Money Management
Illinois
$104M 6.79% 75.4% 50
GCM
4367
Gator Capital Management
Florida
$104M 9.15% 245% 95
MAG
4368
Millrace Asset Group
Pennsylvania
$104M -$2.36M -2% 7.74% 113% 72 30.56%
SL
4369
SWF LLC
Nebraska
$104M 6.19% 87.4% 2
NCM
4370
Northstar Capital Management
New York
$104M 9.74% 95
LA
4371
LFL Advisers
Illinois
$104M -$7.22M -6% 1.8% 83% 11 9.09%
PCM
4372
Perkins Capital Management
Minnesota
$104M +$8.55M +9% 10.5% 303% 124 27.42%
NIS
4373
National Investment Services
Wisconsin
$104M +$6.65M +7% 8.31% 47.2% 76 28.95%
CWA
4374
Clarus Wealth Advisors
Arizona
$104M 5.85% 124
HMC
4375
Higher Moment Capital
Massachusetts
$104M +$13.5M +15% 3.15% 11.8% 9 33.33%