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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)
Viewpoint Investment Partners
6201
Viewpoint Investment Partners
Alberta, Canada
$87.9M -$38.1M -30% 11.7% 31.9% 10 10% 2.1
Old North State Wealth Management
6202
Old North State Wealth Management
North Carolina
$87.8M -$12.3M -12% 11.7% 91.5% 62 16.13% 0.5
Oppenheimer & Close
6203
Oppenheimer & Close
New York
$87.6M -$28.3M -24% 14.8% 149% 61 8.2% 3.9
BHCM
6204
Boulder Hill Capital Management
New York
$87.6M -$98.7M -53% 9.59% – 219 95.89% 0
AFA
6205
Atlas Financial Advisors
California
$87.6M -$11.9M -12% 13.3% 5.34% 25 20% 0.4
MIM
6206
Meixler Investment Management
Arizona
$87.4M -$15M -15% 9.21% 66.2% 85 11.76% 0.5
Columbia Advisory Partners
6207
Columbia Advisory Partners
Washington
$87.3M -$12.3M -12% 13.8% 69.7% 57 28.07% 0.4
AdamCapital Gestao de Recursos
6208
AdamCapital Gestao de Recursos
Brazil
$87.3M -$339M -80% 24.7% 10.7% 14 64.29% 0.8
Fortune 45 LLC
6209
Fortune 45 LLC
Louisiana
$87.1M -$19M -18% 13.6% 85.2% 57 24.56% 0.4
San Luis Wealth Advisors
6210
San Luis Wealth Advisors
California
$87.1M -$117M -57% 11.8% 61.9% 465 87.53% 1
BC
6211
Breakline Capital
New York
$87M +$21.9M +34% 16.9% – 32 65.63% 0.5
ALS
6212
Andrew L. Share
$87M -$11M -11% 3.9% 14.8% 5 0% 1.4
JC
6213
JCSD Capital
California
$87M -$16.2M -16% 11.1% – 87 13.79% 1.3
Foundation Capital
6214
Foundation Capital
California
$87M -$69M -44% 41.5% – 5 20% 2.3
BG
6215
BRX Global
New York
$86.9M -$18.9M -18% 22.5% 65.8% 9 44.44% 1.2
Centerstone Investors
6216
Centerstone Investors
New York
$86.8M -$9.6M -10% 7.2% 73.7% 22 13.64% 2.6
Westwood Wealth Management
6217
Westwood Wealth Management
California
$86.7M -$171M -66% 25.9% 425% 55 34.55% 0.4
HM
6218
Harvest Management
New York
$86.6M -$27.6M -24% 3.32% 610% 83 68.67% 0.4
Lionsbridge Wealth Management
6219
Lionsbridge Wealth Management
Florida
$86.5M +$121K +0.1% 6.01% 66% 56 37.5% 1.5
PCM
6220
Potomac Capital Management
New York
$86.5M -$29.5M -25% 19.8% – 85 28.24% 1.2
Upper Left Wealth Management
6221
Upper Left Wealth Management
Florida
$86.4M -$10.1M -11% 10.8% 52.7% 57 21.05% 0.4
Moon Capital Management
6222
Moon Capital Management
New York
$86.3M -$13.3M -13% 9.72% 76.3% 17 35.29% 2.4
Kraematon Investment Advisors
6223
Kraematon Investment Advisors
Massachusetts
$86.2M -$18.9M -18% 14.5% 80.5% 95 12.63% 0.5
Avondale Wealth Management
6224
Avondale Wealth Management
Texas
$86.2M +$1.07M +1% 15.5% 83.8% 134 28.36% 2.3
Horizon Family Wealth
6225
Horizon Family Wealth
Illinois
$86.1M -$14.8M -15% 15.9% 68.6% 62 16.13% 0.4