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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 Holding
Period (Yrs)
CWM
4451
Centric Wealth Management
Illinois
$115M +$6.58M +6% 0.14% 44.4% 116 22.41% 0.4
SEM
4452
Spectrum Equity Management
California
$115M -$66M -37% 9.03% – 2 0% 0.5
BI
4453
Bredin Investment
Delaware
$115M +$30K +0% 2.91% – 77 6.49% 1.4
QCIG
4454
Quad-Cities Investment Group
Iowa
$115M +$4.45M +4% 2.19% 61% 897 7.92% 0.9
FMTCOCP
4455
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114M +$113K +0.1% 3% 65.5% 326 8.9% 1.8
WA1
4456
Wimmer Associates 1
California
$114M +$1.63M +1% 3.49% 78.9% 106 6.6% 3
FDS
4457
First Dallas Securities
Texas
$114M -$24.7M -18% 1.04% 163% 96 15.63% 3.2
TCM
4458
Tieton Capital Management
Washington
$114M +$1.82M +2% 0.77% 172% 30 3.33% 3.2
DVC
4459
Deer VII & Co
New York
$114M +$82.4M +260% 27.3% 241% 5 40% 3
KMWM
4460
Keudell/Morrison Wealth Management
Oregon
$114M +$517K +0.5% 2.41% – 150 12.67% 0.2
CNHF
4461
Conrad N. Hilton Foundation
California
$114M -$6.36M -5% 1.69% – 4 0% 1.5
MRI
4462
Mad River Investors
Massachusetts
$114M +$1.31M +1% 3.68% 225% 29 3.45% 3.4
GCM
4463
Gunderson Capital Management
South Carolina
$114M -$1.12M -1% 9.16% 961% 72 36.11% 0.2
LWM
4464
Liberty Wealth Management
California
$114M -$18.8M -14% 3.07% 64.2% 972 22.12% 0.4
BRC
4465
Bell Rock Capital
Delaware
$114M -$60.1M -35% 5.27% – 491 30.35% 1.9
TCM
4466
Tegean Capital Management
New York
$114M -$33.5M -23% 5.88% – 23 34.78% 1.9
BHBT
4467
Burke & Herbert Bank & Trust
Virginia
$114M +$504K +0.4% 2.94% 67.8% 130 4.62% 4.7
LCM
4468
Leisure Capital Management
California
$114M -$5.38M -5% 4.18% 98% 133 18.05% 2.5
LCC
4469
Lincoln Capital Corp
Rhode Island
$114M +$3.04M +3% 4.03% 82% 50 14% 1.5
LFA
4470
Legend Financial Advisors
Pennsylvania
$114M +$22.5M +25% 4.77% 117% 38 21.05% 0.4
BBWA
4471
Bell & Brown Wealth Advisors
California
$113M +$3.77M +3% 5.05% – 88 9.09% 1.3
AAM
4472
Ascension Asset Management
New York
$113M +$1.96M +2% 5.36% – 74 4.05% 1.4
FCMT
4473
Founders Capital Management (Texas)
Texas
$113M +$6.73M +6% 3.36% 131% 340 5.88% 1.8
HAC
4474
Harbor Advisory Corp
New Hampshire
$113M +$1.41M +1% 1.03% 63.2% 40 2.5% 1.4
EWM
4475
Elmwood Wealth Management
California
$113M +$4.91M +5% 2.34% 42.1% 313 14.06% 1