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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
WIM
4626
Wilen Investment Management
Florida
$128M -$1.09M -0.8% 9.88% 79.9% 63 6.35%
UIA
4627
UBP Investment Advisors
Switzerland
$128M +$4.58M +4% 4.31% 11.2% 57 17.54%
TOPU
4628
Trustees of Princeton University
New Jersey
$128M +$58.6M +85% 13% 7 85.71%
NC
4629
NovaPoint Capital
Georgia
$127M 6.71% 88.2% 106
BMC
4630
Beaton Management Company
Massachusetts
$127M +$4.06M +3% 7.57% 95.9% 123 7.32%
BCM
4631
Brightline Capital Management
Florida
$127M +$20.9M +20% 28.8% 810% 16 56.25%
BGC
4632
Blue Grotto Capital
Georgia
$127M 6.22% 300% 20
HFA
4633
HC Financial Advisors
California
$127M +$10.6M +9% 7.39% 31.2% 70 10%
AMAL
4634
Asset Management Advisors LLC
Oklahoma
$127M +$9.06M +8% 10.6% 124% 23 8.7%
NRC
4635
North Run Capital
Massachusetts
$127M -$5.92M -4% 12.6% 19.4% 22 9.09%
YCM
4636
Yost Capital Management
Texas
$127M +$43.5M +52% 16.9% 125% 9 33.33%
TA
4637
Trellis Advisors
Washington
$127M +$9.01M +8% 7.66% 23.3% 54 12.96%
PBF
4638
Petix & Botte Financial
California
$127M 4.94% 47.5% 81
KCM
4639
Kendall Capital Management
Maryland
$127M +$13.9M +12% 10.1% 120% 116 5.17%
MCG
4640
MACRO Consulting Group
New Jersey
$127M +$9.58M +8% 4.5% 67 11.94%
LWM
4641
Liberty Wealth Management
California
$127M +$21.2M +20% 9.25% 64.2% 987 15.1%
FMTCOCP
4642
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$127M +$2.82M +2% 7.3% 60.9% 335 10.75%
MA
4643
Modus Advisors
Minnesota
$127M 6.38% 89.5% 72
PIA
4644
Perennial Investment Advisors
California
$127M 10.2% 84.3% 129
LFGH
4645
Lee Financial Group Hawaii
Hawaii
$127M +$14.6M +13% 6.57% 12.9% 27 7.41%
DMPV
4646
Delphi Management Partners VIII
California
$127M 43.3% 5
DCM
4647
Davidson Capital Management
Texas
$127M 10.8% 79.2% 66
YAL
4648
Your Advocates Ltd
Texas
$127M 6.26% 50% 28
AFA
4649
Abacus FCF Advisors
Florida
$127M +$5.39M +4% 9.82% 197% 105 20%
AAM
4650
Ameraudi Asset Management
New York
$126M 5.49% 47.1% 40