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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)
IACCGIA
4876
IDG-Accel China Capital GP II Associates
Hong Kong
$179M -$27.3M -13% 13.2% – 2 0% 0.5
HA
4877
Harborview Advisors
Maine
$179M +$13.2M +8% 4.66% 27.1% 105 9.52% 2.1
CCM
4878
Chicago Capital Management
Illinois
$178M -$36.3M -17% 15.3% 295% 56 80.36% 0.1
PBT
4879
Pictet Bank & Trust
Bahamas
$178M +$8.84M +5% 8.89% 66.3% 69 15.94% 3.5
ACI
4880
AB CarVal Investors
Minnesota
$178M -$23M -11% 21.6% 24% 3 0% 1.2
MWM
4881
MorganRosel Wealth Management
Colorado
$178M +$19.5M +12% 7.44% 67.5% 89 19.1% 1.2
SJL
4882
Shayne & Jacobs LLC
Tennessee
$178M +$11.3M +7% 7.54% 73.4% 37 5.41% 4.1
ECA
4883
Elevation Capital Advisory
Oregon
$178M – – 6.2% – 21 – 0
CAM
4884
Concorde Asset Management
Michigan
$178M +$4.64M +3% 6.23% – 231 25.11% 1.1
TP
4885
Tranquility Partners
Tennessee
$178M +$17.2M +11% 9.88% 67.4% 201 11.94% 1.2
DJYG
4886
David J. Yvars Group
Florida
$178M +$20.9M +13% 11.3% 143% 94 17.02% 0.4
KCM
4887
Kendall Capital Management
Maryland
$178M +$16.2M +10% 6.11% 120% 157 15.29% 1.9
KFA
4888
Kelleher Financial Advisors
New York
$178M +$22.1M +14% 8.48% 72.4% 138 26.09% 2.5
ACM
4889
Ayrshire Capital Management
Connecticut
$178M +$14.6M +9% 5.86% 78.4% 56 8.93% 1.4
NCM
4890
Northwest Capital Management
Oregon
$178M +$39.9M +29% 4.49% 57% 89 25.84% 1.6
WCG
4891
Weaver Consulting Group
California
$178M +$14.7M +9% 6.46% 56.4% 149 11.41% 1.7
I2I
4892
Insight 2811 Inc
Illinois
$177M +$5.98M +3% 3.37% 30.8% 81 13.58% 3.3
1W
4893
1776 Wealth
Georgia
$177M +$18.6M +12% 9.65% 90.4% 121 9.92% 1.3
IOOF
4894
Independent Order of Foresters
Ontario, Canada
$177M +$12.6M +8% 7.32% 66.3% 14 7.14% 1.2
BIP
4895
Bouvel Investment Partners
Pennsylvania
$177M +$21.3M +14% 10.5% 199% 64 6.25% 0.5
AA
4896
Altman Advisors
Illinois
$177M +$22.1M +14% 9.84% 127% 91 25.27% 1.5
SPI
4897
Santori & Peters Inc
Pennsylvania
$177M +$9.06M +5% 5.17% 88% 62 20.97% 2.3
IGYL
4898
I.G.Y. Ltd
United Kingdom
$177M +$13.5M +8% 10.9% 81.2% 3 0% 1.3
LB
4899
Legacy Bridge
Iowa
$177M +$22.3M +14% 8.7% 225% 298 4.7% 2
TCOK
4900
Trust Company of Kansas
Kansas
$177M +$23.7M +15% 8.39% 87% 65 27.69% 0.8