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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)
RHP
4876
Royal Harbor Partners
Texas
$101M +$14.8M +17% 18.3% 49.5% 87 32.18% 0.3
EFIC
4877
Eliot Finkel Investment Counsel
California
$101M +$9.31M +10% 13.9% 88.9% 28 17.86% 3.2
GPA
4878
Garrison Point Advisors
California
$101M +$19.2M +23% 21.6% 81.5% 128 15.63% 1.2
VFA
4879
Values First Advisors
Tennessee
$101M +$17.7M +21% 27.4% 86.4% 146 19.18% 0.4
SAM
4880
Shone Asset Management
California
$101M +$16.5M +19% 19.5% – 37 16.22% 0.2
FA
4881
Fortis Advisors
Pennsylvania
$101M -$48.4M -32% 16.4% 72.8% 351 54.42% 2
DJC
4882
Daily Journal Corp
California
$101M +$1.24M +1% 2.46% 108% 4 0% 6.5
CPSC
4883
Carl P. Sherr & Co
Massachusetts
$101M +$16.4M +19% 17.6% 68.8% 107 13.08% 0.5
VPMV
4884
Venrock Partners Management V
California
$101M – – 50.4% – 3 – 0
PWM
4885
Peterson Wealth Management
Nevada
$101M +$18.5M +23% 15.3% 78% 54 33.33% 0.4
SCIM
4886
Spring Creek Investment Management
Pennsylvania
$100M -$4.35M -4% 25.9% 45.9% 11 36.36% 1.1
SC
4887
Steph & Co
Wisconsin
$100M +$12.5M +14% 18.1% 61.6% 273 21.25% 0.4
AlphaCore Capital
4888
AlphaCore Capital
California
$100M -$26.8M -21% 21.9% 85.9% 349 79.94% 0.5
CCMW
4889
Cypress Capital Management (Wyoming)
Wyoming
$100M +$29.1M +41% 28.5% 161% 214 22.43% 2.6
ACM
4890
AUA Capital Management
Pennsylvania
$100M -$5.55M -5% 15.7% 70.2% 193 15.54% 3.1
SCA
4891
Strategic Capital Advisers
Colorado
$99.5M +$16.9M +20% 20.6% 51.4% 54 20.37% 1.8
DI
4892
DAGCO Inc
Ohio
$99.5M +$7.54M +8% 19.8% 66.5% 98 15.31% 1.3
BWA
4893
Beam Wealth Advisors
Louisiana
$99.3M -$1.61M -2% 18% 59.7% 172 36.05% 0.3
VIG
4894
Vienna Insurance Group
Poland
$99.2M +$19.9M +25% 33.6% 188% 13 7.69% 0.7
ACM
4895
AREX Capital Management
New York
$99M +$13.5M +16% 47.6% 36.2% 10 30% 0.4
KLC
4896
Knowledge Leaders Capital
Colorado
$98.8M +$67.5M +216% 25.5% 51.6% 118 84.75% 0.1
PHAM
4897
Portland Hill Asset Management
United Kingdom
$98.8M +$21.6M +28% 43.8% 30.2% 23 4.35% 2.6
HAC
4898
Harbor Advisory Corp
New Hampshire
$98.7M +$5.44M +6% 15.9% 63.2% 35 2.86% 2.3
CWM
4899
Concentrum Wealth Management
California
$98.6M +$24.1M +32% 32.4% 174% 44 38.64% 0.9
T2I
4900
Turim 21 Investimentos
Brazil
$98.6M +$50.2M +104% 34.6% 62.1% 36 38.89% 1