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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)
Westbourne Investment Advisors
4526
Westbourne Investment Advisors
Maryland
$292M +$6.04M +2% 5.08% 107% 92 8.7% 4.2
Triumph Capital Management
4527
Triumph Capital Management
Colorado
$292M +$11.6M +4% 1.93% 55.5% 306 24.18% 1.2
Glassy Mountain Advisors
4528
Glassy Mountain Advisors
Maryland
$292M +$7.46M +3% 1.74% 91.5% 63 14.29% 1.3
Vert Asset Management
4529
Vert Asset Management
California
$292M +$2.06M +0.7% 5.05% 43.1% 43 2.33% 2.5
HC
4530
Headland Capital
South Carolina
$292M – – 1.51% – 56 – 0
Courage Miller Partners
4531
Courage Miller Partners
Virginia
$292M -$5.4M -2% 2.27% 43.5% 81 1.23% 7.7
Running Point Capital Advisors
4532
Running Point Capital Advisors
California
$292M +$33.2M +13% 0.62% 52.1% 168 12.5% 2.5
NTCM
4533
Nut Tree Capital Management
New York
$292M -$151M -34% 9.12% 101% 13 23.08% 1.8
First American Financial Corporation
4534
First American Financial Corporation
California
$292M -$13.5M -4% 3.65% – 3 0% 1
Whitegate Investment Counselors
4535
Whitegate Investment Counselors
New Hampshire
$292M -$85.2M -23% 0.51% 51% 68 5.88% 6.6
Pennsylvania Capital Management
4536
Pennsylvania Capital Management
Pennsylvania
$292M +$13.2M +5% 3.47% 90.8% 105 11.43% 2.7
Chesapeake Wealth Management
4537
Chesapeake Wealth Management
Virginia
$292M -$1.52M -0.5% 0.23% 65.9% 164 7.32% 5
PA
4538
Paragon Advisors
Texas
$292M -$16.3M -5% 3.69% 138% 82 7.32% 2
Eldred Rock Partners
4539
Eldred Rock Partners
Texas
$291M -$7.97M -3% 2.18% 109% 32 6.25% 0.9
Ceera Investments
4540
Ceera Investments
Texas
$291M +$26M +10% 7.56% 56.1% 108 14.81% 2
Valley Forge Investment Consultants
4541
Valley Forge Investment Consultants
Pennsylvania
$291M +$4.56M +2% 0.37% 67.9% 90 7.78% 2.9
Nicollet Investment Management
4542
Nicollet Investment Management
Minnesota
$291M +$1.92M +0.7% 3.64% 104% 72 4.17% 4.4
3Chopt Investment Partners
4543
3Chopt Investment Partners
Virginia
$291M +$11.4M +4% 3.58% 128% 79 16.46% 1.4
WIM
4544
WIM Investment Management
Hong Kong
$291M +$53.3M +22% 21.4% – 17 29.41% 0.2
Sector Gamma AS
4545
Sector Gamma AS
Norway
$291M -$38.7M -12% 6.78% 35.3% 33 21.21% 3
WJ Wealth Management
4546
WJ Wealth Management
Arizona
$290M +$6.42M +2% 3.31% 95.6% 83 21.69% 2
Permit Capital
4547
Permit Capital
Pennsylvania
$290M -$34.7M -11% 4.27% 121% 31 0% 5.3
Sykon Capital
4548
Sykon Capital
New York
$290M +$6.87M +2% 1.32% 63.7% 104 49.04% 0.9
Strategic Investment Management
4549
Strategic Investment Management
Virginia
$290M +$195M +204% 3.02% 53.4% 20 45% 3.1
Ewing Morris & Co Investment Partners
4550
Ewing Morris & Co Investment Partners
Ontario, Canada
$290M +$83.1M +40% 1.98% 63.5% 93 70.97% 0.5