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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)
Stringer Asset Management
4701
Stringer Asset Management
Tennessee
$90.3M -$8.84M -9% 2.92% 16.4% 27 29.63% 1.1
PI
4702
Pachira Investments
California
$90.2M -$21M -19% 2.92% 82.3% 15 13.33% 1.4
PRW Wealth Management
4703
PRW Wealth Management
Massachusetts
$90.2M -$17.4M -16% 4.28% 42.3% 800 93.13% 0.5
Gargoyle Investment Advisor
4704
Gargoyle Investment Advisor
New Jersey
$90.1M -$13.9M -13% 1.96% 34.5% 120 15.83% 0.9
Castle Rock Wealth Management
4705
Castle Rock Wealth Management
California
$90.1M +$87.8M +3,766% 3.1% 115% 161 76.4% 0.1
Charter Research & Investment Group
4706
Charter Research & Investment Group
Connecticut
$89.9M -$497K -0.5% 3.39% 82.3% 84 9.52% 3.5
Orca Investment Management
4707
Orca Investment Management
Oregon
$89.7M +$2.06M +2% 0.37% 122% 71 9.86% 3.4
ALS
4708
Andrew L. Share
$89.7M -$28M -24% 23.8% 14.8% 1 0% 1.5
WA
4709
WP Advisors
California
$89.7M -$2.17M -2% 2.85% 95.5% 176 65.91% 2
Barington Capital Group
4710
Barington Capital Group
New York
$89.6M -$5.18M -5% 6.45% 71.1% 16 25% 1.5
Appleton Group
4711
Appleton Group
Wisconsin
$89.6M -$14.2M -14% 3.11% 58.3% 32 9.38% 2.4
Meridian Financial Partners
4712
Meridian Financial Partners
Virginia
$89.4M +$1.12M +1% 2.7% 73.1% 51 1.96% 0.5
Trustco Bank (New York)
4713
Trustco Bank (New York)
New York
$89.2M +$325K +0.4% 3.63% 131% 68 2.94% 3.2
Verity Asset Management
4714
Verity Asset Management
North Carolina
$89.1M +$2.63M +3% 2.36% 79.7% 142 28.17% 1.3
Colrain Capital
4715
Colrain Capital
Massachusetts
$89M +$3.75M +4% 3.83% – 51 23.53% 3.8
Legg Mason Asset Management
4716
Legg Mason Asset Management
Japan
$88.9M +$3.8M +4% 2.49% – 143 19.58% 1.9
Kiley Juergens Wealth Management
4717
Kiley Juergens Wealth Management
Washington
$88.9M +$8.58M +11% 6.55% 106% 40 7.5% 1.3
RCA
4718
Reitz Capital Advisors
Michigan
$88.7M +$2.27M +3% 2.37% 11% 44 13.64% 0.4
LM
4719
Litespeed Management
New York
$88.5M -$10M -10% 8.73% 73.7% 15 53.33% 0.6
TRV GP
4720
TRV GP
Massachusetts
$88.4M -$12.6M -12% 10.1% 3,178% 4 0% 1.3
YECIP
4721
YT Extraction Co Investment Partners
New York
$88.1M +$2.03M +2% 2.36% – 1 0% 2.5
Caxton Corporation
4722
Caxton Corporation
New Jersey
$88M -$19.7M -18% 6.4% 512% 33 27.27% 0.8
Washington Capital Management
4723
Washington Capital Management
Washington
$88M -$326K -0.4% 3.8% 81.8% 108 24.07% 2.4
Costello Asset Management
4724
Costello Asset Management
Pennsylvania
$87.9M +$4.35M +5% 3.97% 65.9% 53 5.66% 0.5
Kopp Investment Advisors
4725
Kopp Investment Advisors
Minnesota
$87.8M -$35.8M -29% 4.4% 109% 59 20.34% 3.7