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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
CCMU
4401
Cheyne Capital Management (UK)
United Kingdom
$106M -$62.5M -37% 4.27% 35.6% 39 17.95%
BC
4402
Birchview Capital
Vermont
$106M -$49.2M -32% 29.4% 327% 60 23.33%
GPWA
4403
Great Point Wealth Advisors
Massachusetts
$106M 8.28% 43
RCA
4404
Rex Capital Advisors
Rhode Island
$106M -$14.1M -12% 15.2% 7.31% 18 16.67%
AEPI
4405
AH Equity Partners III
California
$106M 12.4% 42.6% 2
MFGP
4406
Marshall Financial Group (Pennsylvania)
Pennsylvania
$106M 12.7% 65.5% 51
PCM
4407
Proxima Capital Management
New York
$106M -$44.6M -30% 30.6% 20.7% 39 28.21%
MI
4408
Moneywise Inc
Virginia
$105M -$12.8M -11% 11.3% 58% 39 7.69%
CA
4409
Centerpoint Advisors
Massachusetts
$105M -$20.9M -17% 14.8% 74.2% 282 15.6%
LIM
4410
Loudon Investment Management
New Hampshire
$105M -$19.1M -15% 10.1% 61.6% 89 8.99%
BCM
4411
Billings Capital Management
Virginia
$105M -$28.8M -21% 20.6% 13 46.15%
AMAL
4412
Asset Management Advisors LLC
Oklahoma
$105M -$12.9M -11% 12.8% 124% 27 22.22%
ARMT
4413
Amica Retiree Medical Trust
Rhode Island
$105M -$15.4M -13% 12.2% 370 12.97%
CRA
4414
Circle Road Advisors
New York
$105M -$4.96M -5% 12.2% 26 46.15%
LC
4415
Lodbrok Capital
United Kingdom
$105M 0% 25.9% 1
RWM
4416
Reston Wealth Management
Virginia
$105M 12% 60.7% 45
DC
4417
Defender Capital
North Carolina
$105M 16% 83.5% 15
BKA
4418
Brick & Kyle Associates
Pennsylvania
$105M 11.8% 97.4% 89
WTFG
4419
Wells Trecaso Financial Group
Ohio
$105M -$15.9M -13% 13.8% 108% 78 19.23%
CAAS
4420
Capital Asset Advisory Services
Michigan
$105M -$14M -12% 10.1% 51% 115 21.74%
UMA
4421
USA Mutuals Advisors
Texas
$105M -$42.3M -29% 17% 14.1% 26 11.54%
SB
4422
Samsara BioCapital
California
$104M 15.9% 1,580% 17
SWMG
4423
Strategic Wealth Management Group
Maryland
$104M 12.6% 78
SMFS
4424
Squar Milner Financial Services
California
$104M -$7.07M -6% 12.8% 808 11.76%
HI
4425
Harrington Investments
California
$104M -$22M -17% 11.1% 92.5% 151 49.67%