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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
P2P
5351
Phase 2 Partners
California
$153M -$8.3M -5% 7.41% 25.1% 30 63.33%
OGF
5352
Orin Green Financial
California
$153M +$15.2M +11% 6.64% 53.3% 68 14.71%
HG
5353
Herbst Group
Connecticut
$153M -$9.2M -6% 0.2% 139% 90 30%
BCM
5354
Bancreek Capital Management
California
$153M +$46.1M +43% 7.43% 33.6% 31 12.9%
YCM
5355
Yost Capital Management
Texas
$153M +$11.1M +8% 3.69% 125% 17 47.06%
HFS
5356
Heritage Financial Services
Massachusetts
$153M +$25.3M +20% 4.4% 38.3% 84 9.52%
WDC
5357
Woodward Diversified Capital
California
$153M -$17M -10% 3.3% 84.1% 211 33.65%
SP
5358
SWS Partners
Ohio
$153M -$23M -13% 10.4% 75.1% 116 42.24%
HM
5359
HCEP Management
Hong Kong
$153M -$11.8M -7% 17.6% 104% 6 16.67%
PL
5360
Polianta Ltd
Jersey
$153M -$79.3M -34% 7.64% 31.6% 107 69.16%
WAM
5361
WFA Asset Management
Wisconsin
$153M -$612K -0.4% 2.9% 60% 219 16.44%
CMBA
5362
C.M. Bidwell & Associates
Hawaii
$153M -$10.1M -6% 3.45% 59.8% 636 32.86%
WCM
5363
Washburn Capital Management
Florida
$153M -$15.6M -9% 4.22% 117% 69 36.23%
EWG
5364
Executive Wealth Group
Washington
$153M -$9.22M -6% 6.1% 14.9% 49 2.04%
CAIMH
5365
Central Asset Investments & Management Holdings
Hong Kong
$152M -$11.6M -7% 6.02% 1,376% 78 30.77%
RI
5366
Ridgewood Investments
New Jersey
$152M -$5.23M -3% 1.09% 221 23.53%
GDWAM
5367
Gold Dragon Worldwide Asset Management
Hong Kong
$152M -$144M -49% 25.8% 9 55.56%
IDBONY
5368
Israel Discount Bank of New York
New York
$152M -$9.47M -6% 4.45% 37.3% 89 7.87%
FCAG
5369
First Capital Advisors Group
New Jersey
$152M -$30.2M -17% 3.41% 78 39.74%
AI
5370
Arena Investors
New York
$152M +$56.2M +59% 0% 118 85.59%
CWA
5371
Clearview Wealth Advisors
Oregon
$152M -$11.8M -7% 2.61% 45.2% 726 17.36%
WCP
5372
Wick Capital Partners
Pennsylvania
$152M +$23M +18% 5.27% 48.1% 70 38.57%
IWA
5373
IVC Wealth Advisors
Pennsylvania
$152M -$2.99M -2% 3.37% 70.8% 158 22.15%
BCFD
5374
Boit C.F. David
$152M -$5.39M -3% 0.01% 66.7% 119 10.08%
AWM
5375
AAF Wealth Management
Massachusetts
$152M +$13.9M +10% 4.18% 65.8% 33 27.27%