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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)
Provident Wealth Management
4701
Provident Wealth Management
Tennessee
$228M +$22.5M +11% 9.58% 61.1% 90 8.89% 2.5
Somerset Trust
4702
Somerset Trust
Pennsylvania
$228M +$8.83M +4% 10.2% 80.5% 149 11.41% 5.6
Robertson Opportunity Capital
4703
Robertson Opportunity Capital
Texas
$228M +$16.2M +8% 9.43% 93.4% 24 0% 6.7
Global Trust Asset Management
4704
Global Trust Asset Management
Florida
$228M +$18.5M +9% 11% 178% 478 13.6% 3.6
Tempus Wealth Planning
4705
Tempus Wealth Planning
California
$228M +$28.3M +14% 9.92% 95% 200 20.5% 1.9
WC
4706
Weil Company
California
$228M +$26.5M +13% 11% 71.7% 148 19.59% 2.8
Ategra Capital Management
4707
Ategra Capital Management
Virginia
$228M +$43.3M +23% 23.8% 114% 94 9.57% 2.9
GoalVest Advisory
4708
GoalVest Advisory
New York
$227M +$27.8M +14% 10.3% 94.8% 515 37.28% 1.3
Ameraudi Asset Management
4709
Ameraudi Asset Management
New York
$227M +$17.3M +8% 9% 51.5% 54 11.11% 2.2
Community Bank of Raymore
4710
Community Bank of Raymore
Missouri
$227M +$12.1M +6% 13% 91.9% 89 6.74% 4.2
LHC
4711
Lodge Hill Capital
New York
$227M -$78M -26% 12.4% 17.9% 31 45.16% 1
SC
4712
Sawyer & Company
Massachusetts
$227M +$12.5M +6% 10.6% 111% 196 7.65% 3.9
360 Financial
4713
360 Financial
Minnesota
$227M +$65.9M +41% 12.1% 82.5% 91 35.16% 2.2
CJM Wealth Advisers
4714
CJM Wealth Advisers
Virginia
$227M +$21M +10% 10.8% 76.8% 59 8.47% 1.6
Arvin Capital Management
4715
Arvin Capital Management
Texas
$227M – – 12.1% – 29 – 0
Socorro Asset Management
4716
Socorro Asset Management
Texas
$226M +$12.5M +6% 11.8% 43.8% 30 6.67% 2.1
Chase Investment Counsel
4717
Chase Investment Counsel
Virginia
$226M +$26M +13% 16.2% 350% 138 32.61% 1.2
Pettee Investors
4718
Pettee Investors
Connecticut
$226M +$15.9M +8% 10.2% 96.1% 126 7.14% 6.1
Thomist Capital Management
4719
Thomist Capital Management
Texas
$226M +$65.3M +41% 6.02% 71.2% 39 64.1% 0.3
Annis Gardner Whiting Capital Advisors
4720
Annis Gardner Whiting Capital Advisors
Florida
$226M +$38.7M +21% 11.1% 85% 728 10.99% 0.2
Continental General Insurance Company
4721
Continental General Insurance Company
Texas
$226M -$90.7M -29% 27.8% 188% 13 76.92% 0.6
Eos Management LP
4722
Eos Management LP
New York
$226M +$12.7M +6% 9.29% 149% 47 25.53% 2.9
BWM
4723
Brown Wealth Management
Illinois
$226M +$15.9M +8% 9.66% 51.2% 92 13.04% 0.4
University of Massachusetts Foundation
4724
University of Massachusetts Foundation
Massachusetts
$226M +$21.4M +10% 10.5% 53.6% 4 0% 3.6
Graybill Wealth Management
4725
Graybill Wealth Management
Illinois
$226M +$20.9M +10% 10.8% – 57 5.26% 5.2