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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
PI
4701
Pachira Investments
California
$90.2M -$21M -19% 2.92% 72.6% 15 13.33%
PWM
4702
PRW Wealth Management
Massachusetts
$90.2M -$17.4M -16% 4.28% 42.3% 800 93.13%
GIA
4703
Gargoyle Investment Advisor
New Jersey
$90.1M -$13.9M -13% 1.96% 34.5% 120 15.83%
CRWM
4704
Castle Rock Wealth Management
California
$90.1M +$87.8M +3,766% 3.1% 105% 161 76.4%
CRIG
4705
Charter Research & Investment Group
Connecticut
$89.9M -$497K -0.5% 3.39% 82.3% 84 9.52%
OIM
4706
Orca Investment Management
Oregon
$89.7M +$2.06M +2% 0.37% 122% 71 9.86%
ALS
4707
Andrew L. Share
$89.7M -$28M -24% 23.8% 14.8% 1 0%
WA
4708
WP Advisors
California
$89.7M -$2.17M -2% 2.85% 95.5% 176 65.91%
BCG
4709
Barington Capital Group
New York
$89.6M -$5.18M -5% 6.45% 71.1% 16 25%
AG
4710
Appleton Group
Wisconsin
$89.6M -$14.2M -14% 3.11% 58.3% 32 9.38%
MFP
4711
Meridian Financial Partners
Virginia
$89.4M +$1.12M +1% 2.7% 73.1% 51 1.96%
TBNY
4712
Trustco Bank (New York)
New York
$89.3M +$325K +0.4% 3.63% 131% 68 2.94%
VAM
4713
Verity Asset Management
North Carolina
$89.1M +$2.63M +3% 2.36% 79.7% 142 28.17%
CC
4714
Colrain Capital
Massachusetts
$89M +$3.75M +4% 3.83% 51 23.53%
LMAM
4715
Legg Mason Asset Management
Japan
$88.9M +$3.8M +4% 2.49% 143 19.58%
KJWM
4716
Kiley Juergens Wealth Management
Washington
$88.9M +$8.58M +11% 6.55% 106% 40 7.5%
RCA
4717
Reitz Capital Advisors
Michigan
$88.7M +$2.27M +3% 2.37% 11% 44 13.64%
LM
4718
Litespeed Management
New York
$88.5M -$9.99M -10% 8.73% 73.7% 15 53.33%
TG
4719
TRV GP
Massachusetts
$88.4M -$12.6M -12% 10.1% 3,178% 4 0%
YECIP
4720
YT Extraction Co Investment Partners
New York
$88.1M +$2.03M +2% 2.36% 1 0%
CC
4721
Caxton Corporation
New Jersey
$88M -$19.7M -18% 6.4% 512% 33 27.27%
WCM
4722
Washington Capital Management
Washington
$88M -$326K -0.4% 3.8% 76.9% 108 24.07%
CAM
4723
Costello Asset Management
Pennsylvania
$87.9M +$4.35M +5% 3.97% 65.9% 53 5.66%
KIA
4724
Kopp Investment Advisors
Minnesota
$87.8M -$35.8M -29% 4.4% 109% 59 20.34%
PIPST
4725
Prescott Investors Profit Sharing Trust
Florida
$87.8M +$6.46M +8% 9.43% 8 0%