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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)
TMC
6151
Trellus Management Company
Florida
$82.3M +$175K +0.2% 10.6% 268% 70 45.71% 1.5
Vanguard Capital Wealth Advisors
6152
Vanguard Capital Wealth Advisors
Colorado
$82.3M -$6.18M -7% 1.17% 234% 136 25.74% 2.5
Vista Finance
6153
Vista Finance
Missouri
$82.3M +$5.75M +8% 1.29% 50.7% 34 23.53% 0.4
BG Investment Services
6154
BG Investment Services
Guam
$82.2M -$8.51M -9% 6.51% – 12 8.33% 0.7
DB Fitzpatrick & Co
6155
DB Fitzpatrick & Co
Idaho
$82.2M -$8.59M -9% 4.31% 42.7% 75 10.67% 0.7
Caldwell Investment Management
6156
Caldwell Investment Management
Ontario, Canada
$82.2M -$17.4M -17% 2.88% 162% 32 34.38% 0.5
GBA
6157
Garrison Bradford & Associates
New York
$82.2M -$5.78M -7% 3.12% 63.5% 45 8.89% 5.3
New Century Advisors
6158
New Century Advisors
Maryland
$82.1M -$6.23M -7% 2.49% – 105 15.24% 1.1
Kellett Wealth Advisors
6159
Kellett Wealth Advisors
Ohio
$82.1M +$4.72M +6% 6.1% 76.3% 59 15.25% 0.7
BG
6160
BRX Global
New York
$82.1M -$4.86M -6% 5.07% 65.8% 6 0% 1.4
Pine Haven Investment Counsel
6161
Pine Haven Investment Counsel
Massachusetts
$82M -$3.45M -4% 3.53% 72.1% 99 3.03% 0.7
Columbia Advisory Partners
6162
Columbia Advisory Partners
Washington
$82M -$5.34M -6% 5.31% 69.7% 51 25.49% 0.6
Trustco Bank (New York)
6163
Trustco Bank (New York)
New York
$81.9M -$10.8M -12% 6.81% 131% 67 5.97% 6
SC
6164
Samjo Capital
New York
$81.9M -$37K -0% 13% 89.1% 18 22.22% 1.3
Horizon Family Wealth
6165
Horizon Family Wealth
Illinois
$81.9M -$4.16M -5% 5.98% 68.6% 54 3.7% 0.7
WPA
6166
Winning Points Advisors
Florida
$81.8M -$9.18M -10% 1.45% – 53 11.32% 3.8
CC
6167
Corton Capital
Ontario, Canada
$81.8M -$24.1M -23% 2.43% 225% 410 56.34% 0.3
Farley Capital
6168
Farley Capital
New York
$81.8M -$16M -16% 10.5% 105% 13 7.69% 4.4
Blue Door Asset Management
6169
Blue Door Asset Management
Connecticut
$81.8M -$15.4M -16% 0.94% 127% 21 33.33% 0.6
Harvest Investment Services
6170
Harvest Investment Services
Illinois
$81.7M -$48.8M -37% 1.4% 282% 172 51.74% 1.7
Regency Capital Management
6171
Regency Capital Management
Hawaii
$81.6M -$11.4M -12% 3.1% 92.1% 87 60.92% 1
Peak Financial Advisors
6172
Peak Financial Advisors
Colorado
$81.3M -$19.7M -19% 3.79% 40.1% 75 36% 0.7
Cresta Advisors
6173
Cresta Advisors
Texas
$81M – – 5.03% 66.8% 31 – 0
LP
6174
Lloyd Park
Illinois
$81M -$14.6M -15% 0.67% – 86 12.79% 0.5
BRC
6175
Bell Rock Capital
Delaware
$81M -$47.6M -37% 4.7% – 120 94.17% 0.4