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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)
CHA
4501
Carmichael Hill & Associates
Maryland
$91.3M – – 6.2% 39.7% 119 – 0
SC
4502
Salzman & Co
New York
$91.3M +$8.79M +11% 0.01% 15.7% 7 28.57% 0.4
Northwest Capital Management
4503
Northwest Capital Management
Oregon
$91.2M – – 3.07% 57% 61 – 0
Huber Financial Advisors
4504
Huber Financial Advisors
Illinois
$90.8M – – 1.73% – 79 – 0
Independence Trust
4505
Independence Trust
Tennessee
$90.5M +$2.93M +3% 8.92% 28.9% 82 17.07% 2.2
OBP
4506
Old Bellows Partners
New York
$90.5M – – 4.35% – 4 – 0
Worth Venture Partners
4507
Worth Venture Partners
New Jersey
$90.4M -$24.9M -22% 4.58% 105% 168 59.52% 0.4
Clifford Capital Partners
4508
Clifford Capital Partners
Utah
$90.3M – – 7.53% 77.3% 32 – 0
Trust Investment Advisors
4509
Trust Investment Advisors
Indiana
$90.2M +$1.77M +2% 7.31% 178% 92 10.87% 2.1
BCM
4510
Biomark Capital Management
Connecticut
$89.8M +$1.77M +2% 2.02% 114% 3 0% 1.8
KCS
4511
Koonce Calvin Scott
$89.5M -$15.6M -15% 14.8% 67.9% 1 0% 3
Charter Research & Investment Group
4512
Charter Research & Investment Group
Connecticut
$89.1M – – 3.29% 82.3% 72 – 2.5
Technology Crossover Management VI
4513
Technology Crossover Management VI
California
$88.7M -$1.2M -1% 6.57% 25.5% 2 50% 2.3
Titus Wealth Management
4514
Titus Wealth Management
California
$88.6M – – 5.15% 26.6% 76 – 0
Cypress Capital Management (Wyoming)
4515
Cypress Capital Management (Wyoming)
Wyoming
$88.3M +$3.75M +4% 7.88% 161% 347 31.12% 1.4
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
4516
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$87.5M -$2.28M -3% 3.83% 80.8% 34 26.47% 2
Coyle Financial Counsel
4517
Coyle Financial Counsel
Illinois
$87.3M – – 6.78% 62.4% 45 – 0.8
Orrstown Financial Services
4518
Orrstown Financial Services
Pennsylvania
$87.1M -$2.45M -3% 7.43% 73.7% 362 9.39% 1.9
Financial Gravity Companies
4519
Financial Gravity Companies
Texas
$87.1M – – 2.96% – 1,556 – 0
PIM
4520
Partner Investment Management
California
$86.8M -$18.6M -18% 4.81% 168% 103 47.57% 0.7
Private Wealth Group
4521
Private Wealth Group
Florida
$86.8M – – 4.17% 52.9% 23 – 0
Ascribe Capital
4522
Ascribe Capital
New York
$86.6M +$15.4M +22% 21.6% 73.8% 1 0% 1
Western Standard LLC
4523
Western Standard LLC
California
$85.9M +$10.2M +13% 3.6% 83.7% 55 34.55% 0.5
ACON Equity Management
4524
ACON Equity Management
District of Columbia
$85.9M – – 5.94% 32.1% 1 – 0
IP
4525
Ironsides Partners
Massachusetts
$85.4M -$2.84M -3% 1.48% – 14 50% 0.6