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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 Time
Held (Qtrs)
SG
4351
SCHF (GPE)
Wyoming
$106M – – 6.88% – 7 – 0
TA
4352
Trellis Advisors
Washington
$106M – – 5.33% 23.3% 42 – 0
AWM
4353
Aevitas Wealth Management
Massachusetts
$105M – – 5.39% 36.4% 462 – 0
CP
4354
Clover Partners
Texas
$105M -$144M -58% 0.15% 32.2% 28 32.14% 6.5
EPIM
4355
Equinox Partners Investment Management
Connecticut
$105M +$7.21M +7% 9.87% 241% 14 85.71% 1
PIA
4356
Phoenix Investment Adviser
New York
$105M -$23.6M -18% 2.2% 25% 74 51.35% 3.1
NPP
4357
New Potomac Partners
Maryland
$105M – – 4.96% 37.2% 148 – 0
DI
4358
DUMAC Inc
North Carolina
$105M +$10.2M +11% 8.73% – 51 31.37% 2.9
CAM
4359
Crown Advisors Management
California
$105M – – 17% 284% 40 – 0
HAC
4360
Harbor Advisory Corp
New Hampshire
$105M – – 3.91% 63.2% 41 – 0
MRCM
4361
Mill Road Capital Management
Connecticut
$105M – – 5.56% 85.1% 11 – 8.5
HA
4362
Harborview Advisors
Maine
$105M – – 3.09% 27.1% 66 – 0
THWM
4363
Taylor Hoffman Wealth Management
Virginia
$105M – – 5.05% 47.8% 451 – 0
NEGWA
4364
New England Guild Wealth Advisors
Connecticut
$104M – – 2.85% 6.04% 53 – 0
CWA
4365
Cypress Wealth Advisors
California
$104M +$42.4M +69% 2.43% 29.3% 89 35.96% 6
FMB
4366
Field & Main Bank
Kentucky
$104M – – 7.72% 107% 222 – 9.7
MMM
4367
Mendel Money Management
Illinois
$104M – – 6.79% 75.4% 50 – 9.7
GCM
4368
Gator Capital Management
Florida
$104M – – 9.15% 245% 95 – 3.2
MAG
4369
Millrace Asset Group
Pennsylvania
$104M -$2.36M -2% 7.74% 113% 72 30.56% 3.3
SL
4370
SWF LLC
Nebraska
$104M – – 6.19% 87.4% 2 – 0
NCM
4371
Northstar Capital Management
New York
$104M – – 9.74% – 95 – 0
LA
4372
LFL Advisers
Illinois
$104M -$7.22M -6% 1.8% 83% 11 9.09% 4
PCM
4373
Perkins Capital Management
Minnesota
$104M +$8.55M +9% 10.5% 303% 124 27.42% 8.2
NIS
4374
National Investment Services
Wisconsin
$104M +$6.65M +7% 8.31% 47.2% 76 28.95% 5.3
CWA
4375
Clarus Wealth Advisors
Arizona
$104M – – 5.85% 89.7% 124 – 0