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)
DIM
4401
Delta Investment Management
California
$106M – – 14.1% 65.8% 35 – 0
CCMU
4402
Cheyne Capital Management (UK)
United Kingdom
$106M -$62.5M -37% 4.27% 35.6% 39 17.95% 0.8
BC
4403
Birchview Capital
Vermont
$106M -$49.2M -32% 29.4% 327% 60 23.33% 1.9
GPWA
4404
Great Point Wealth Advisors
Massachusetts
$106M – – 8.28% – 43 – 0
RCA
4405
Rex Capital Advisors
Rhode Island
$106M -$14.1M -12% 15.2% 7.31% 18 16.67% 3.2
AEPI
4406
AH Equity Partners III
California
$106M – – 12.4% 42.6% 2 – 2
MFGP
4407
Marshall Financial Group (Pennsylvania)
Pennsylvania
$106M – – 12.7% 65.5% 51 – 0
PCM
4408
Proxima Capital Management
New York
$106M -$44.6M -30% 30.6% 20.7% 39 28.21% 1.4
MI
4409
Moneywise Inc
Virginia
$105M -$12.8M -11% 11.3% 58% 39 7.69% 1.9
CA
4410
Centerpoint Advisors
Massachusetts
$105M -$20.9M -17% 14.8% 74.2% 282 15.6% 0.8
LIM
4411
Loudon Investment Management
New Hampshire
$105M -$19.1M -15% 10.1% 61.6% 89 8.99% 3.7
BCM
4412
Billings Capital Management
Virginia
$105M -$28.8M -21% 20.6% – 13 46.15% 0.7
AMAL
4413
Asset Management Advisors LLC
Oklahoma
$105M -$12.9M -11% 12.8% 124% 27 22.22% 3.4
ARMT
4414
Amica Retiree Medical Trust
Rhode Island
$105M -$15.4M -13% 12.2% – 370 12.97% 2.9
CRA
4415
Circle Road Advisors
New York
$105M -$4.96M -5% 12.2% – 26 46.15% 0.4
LC
4416
Lodbrok Capital
United Kingdom
$105M – – 0% 25.9% 1 – 0
RWM
4417
Reston Wealth Management
Virginia
$105M – – 12% 60.7% 45 – 0
DC
4418
Defender Capital
North Carolina
$105M – – 16% 101% 15 – 0
BKA
4419
Brick & Kyle Associates
Pennsylvania
$105M – – 11.8% 97.4% 89 – 3.5
WTFG
4420
Wells Trecaso Financial Group
Ohio
$105M -$15.9M -13% 13.8% 108% 78 19.23% 0.9
CAAS
4421
Capital Asset Advisory Services
Michigan
$105M -$14M -12% 10.1% 51% 115 21.74% 1.8
UMA
4422
USA Mutuals Advisors
Texas
$105M -$42.3M -29% 17% 14.1% 26 11.54% 4.2
SB
4423
Samsara BioCapital
California
$104M – – 15.9% 1,580% 17 – 0
SWMG
4424
Strategic Wealth Management Group
Maryland
$104M – – 12.6% – 78 – 0
SMFS
4425
Squar Milner Financial Services
California
$104M -$7.07M -6% 12.8% – 808 11.76% 0.6