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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)
IVC Wealth Advisors
5501
IVC Wealth Advisors
Pennsylvania
$152M -$2.99M -2% 3.37% 81.9% 158 22.15% 1
BCFD
5502
Boit C.F. David
$152M -$5.39M -3% 0.01% 75.4% 119 10.08% 0.7
AAF Wealth Management
5503
AAF Wealth Management
Massachusetts
$152M +$13.9M +10% 4.18% 65.8% 33 27.27% 0.8
Cape Ann Savings Bank
5504
Cape Ann Savings Bank
Massachusetts
$152M -$14.2M -9% 3.62% 72.7% 93 13.98% 4.8
Ameliora Wealth Management
5505
Ameliora Wealth Management
Switzerland
$152M +$42.8M +39% 3.12% 73.9% 40 35% 0.2
HGCK
5506
HPC Germany & Co KG
Germany
$152M – – 11.1% 233% 12 – 0
Cherry Creek Investment Advisors
5507
Cherry Creek Investment Advisors
Colorado
$152M -$9.24M -6% 4.58% 151% 117 20.51% 0.7
MI
5508
Moneywise Inc
Virginia
$152M -$3.82M -2% 5.64% 58% 54 7.41% 3.1
Loudon Investment Management
5509
Loudon Investment Management
New Hampshire
$152M -$4.85M -3% 1.17% 61.6% 90 3.33% 4.5
Solstein Capital
5510
Solstein Capital
California
$152M -$14.1M -9% 2% 91.4% 441 19.95% 0.9
GBI
5511
GP Brinson Investments
Illinois
$152M +$10.8M +8% 3.65% 51.2% 16 0% 1
Lifeworks Advisors
5512
Lifeworks Advisors
Michigan
$151M +$25.9M +21% 4.65% 80.4% 136 25% 0.2
Ranch Capital Advisors
5513
Ranch Capital Advisors
Florida
$151M -$2.43M -2% 2.81% 92.6% 174 18.39% 1.7
Maltin Wealth Management
5514
Maltin Wealth Management
New Jersey
$151M -$15.1M -9% 2.24% 58.2% 126 20.63% 1.5
Alhambra Investment Management
5515
Alhambra Investment Management
Florida
$151M +$8.1M +6% 3.42% 67.7% 165 16.36% 1.6
Kensington Investment Counsel
5516
Kensington Investment Counsel
California
$151M -$20.4M -12% 6.84% 81.9% 91 7.69% 1.2
GCM
5517
Garland Capital Management
Washington
$151M +$6.07M +4% 3.23% 55.7% 33 3.03% 5.4
A.D. Beadell Investment Counsel
5518
A.D. Beadell Investment Counsel
Wisconsin
$151M -$8.91M -6% 0.63% 83.3% 98 16.33% 3.9
Catawba River Capital
5519
Catawba River Capital
South Carolina
$151M -$13.6M -8% 6.32% 89.5% 30 30% 1.3
Visa Inc
5520
Visa Inc
California
$151M -$84.4M -36% 35.2% – 4 0% 0.3
Yorktown Energy Partners IX
5521
Yorktown Energy Partners IX
New York
$151M -$29.7M -16% 23.9% 67.3% 2 0% 2.8
Theory Financial
5522
Theory Financial
Colorado
$151M -$2.3M -1% 2.98% 54.5% 65 35.38% 0.2
SV
5523
Stilwell Value
New York
$151M -$4.39M -3% 0.52% 87.9% 42 14.29% 3.1
One Plus One Wealth Management
5524
One Plus One Wealth Management
Florida
$151M +$6.1M +4% 1.91% 71.9% 102 17.65% 0.8
Rainwater Charitable Foundation
5525
Rainwater Charitable Foundation
Texas
$151M -$5.75M -4% 6.03% 44% 4 50% 1.1