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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 Time
Held (Qtrs)
LMAM
5176
Legg Mason Asset Management
Japan
$92.8M -$274K -0.3% 8.31% – 150 19.33% 8
CCA
5177
Covey Capital Advisors
Georgia
$92.7M +$8.26M +10% 15.9% 118% 32 12.5% 10.5
PA
5178
Paragon Advisors
Texas
$92.7M – – 4.56% 109% 61 – 0
WMRU
5179
William Marsh Rice University
Texas
$92.7M -$11.9M -11% 10.7% 4.44% 3 0% 4.7
DLDF
5180
Dan L. Duncan Foundation
Texas
$92.6M – – 3.45% 11.8% 4 – 0
HFAS
5181
Hummer Financial Advisory Services
Illinois
$92.6M – – 6.91% 71.8% 102 – 0
RCA
5182
Reitz Capital Advisors
Michigan
$92.5M +$4.42M +5% 4.84% 11% 40 10% 3.2
NISOA
5183
National Investment Services of America
Wisconsin
$92.5M – – 6.31% – 79 – 0
TBNY
5184
Trustco Bank (New York)
New York
$92.3M +$1.4M +2% 8.77% 131% 69 1.45% 14.5
BCM
5185
Breiter Capital Management
Florida
$92.2M +$16.2M +21% 9.1% 109% 91 17.58% 5.4
SAM
5186
Stringer Asset Management
Tennessee
$92M +$457K +0.5% 4.75% 16.4% 25 20% 5
MAG
5187
Millrace Asset Group
Pennsylvania
$91.9M +$6.65M +8% 17.6% 113% 81 40.74% 3.6
GCM
5188
Gunderson Capital Management
South Carolina
$91.5M -$9.54M -9% 16.2% 947% 63 41.27% 2.1
CSPIA
5189
Cary Street Partners Investment Advisory
Virginia
$91.3M – – 6.86% 84.1% 122 – 2.6
WW
5190
Westshore Wealth
California
$90.8M – – 5.52% 58.8% 72 – 0
AM
5191
Account Management
Massachusetts
$90.7M +$3.16M +4% 7.07% 87.4% 23 4.35% 17.7
LBA
5192
Lowell Blake & Associates
Massachusetts
$90.5M – – 7.62% 44.2% 58 – 0
NED
5193
Nancy E. Dempze
$90.3M +$7.72M +9% 7.83% 83.1% 68 5.88% 13.4
HS
5194
Horan Securities
United States
$90.1M +$311K +0.3% 6.59% 50.1% 255 87.45% 12.6
AWM
5195
Alterna Wealth Management
Texas
$90M +$5.47M +6% 6.81% 48% 138 33.33% 2.5
ECA
5196
Elevated Capital Advisors
Utah
$90M – – 4.02% 46% 119 – 2.7
SCA
5197
Sippican Capital Advisors
Massachusetts
$89.9M +$7.19M +9% 9.99% 90.1% 107 3.74% 14.3
KDIA
5198
KPCB DGF II Associates
California
$89.9M – – 10.2% 2.08% 2 – 0
MPM
5199
Mountaineer Partners Management
New York
$89.8M -$9.51M -10% 12.4% 158% 16 37.5% 2.5
SWM
5200
Sanctuary Wealth Management
Idaho
$89.8M -$9.07M -9% 6.68% – 28 10.71% 5.1