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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)
BCM
6651
Bluefin Capital Management
New York
$139M – – 5.04% – 106 – 0.5
AlpenGlobal Capital
6652
AlpenGlobal Capital
California
$139M -$15.4M -10% 8.36% – 29 3.45% 0.2
HIA
6653
Harvest Investment Advisors
Florida
$138M -$6.23M -4% 2.63% 78.3% 55 10.91% 2
PWAM
6654
Pinnacle West Asset Management
Wyoming
$138M -$1.23M -0.9% 0.37% 100% 115 3.48% 1.8
Arbiter Partners Capital Management
6655
Arbiter Partners Capital Management
New York
$138M -$23.5M -14% 11.2% 378% 37 35.14% 3.8
Cladis Investment Advisory
6656
Cladis Investment Advisory
Montana
$138M -$2.82M -2% 1.67% 131% 143 12.59% 2.3
Kieckhefer Group
6657
Kieckhefer Group
Wisconsin
$138M -$27.9M -17% 8.77% – 138 68.12% 0.2
Oceanside Advisors
6658
Oceanside Advisors
South Carolina
$138M +$4.06M +3% 0.78% 52.4% 50 10% 1.2
Vermillion & White Wealth Management Group
6659
Vermillion & White Wealth Management Group
Pennsylvania
$138M +$2.41M +2% 1.31% – 568 38.56% 0.7
Warburton Capital Management
6660
Warburton Capital Management
Oklahoma
$138M +$4.64M +3% 1.46% – 54 35.19% 0.2
Pinney & Scofield
6661
Pinney & Scofield
Massachusetts
$138M +$6.07M +5% 0.71% – 226 4.42% 0.2
Beckerman Institutional
6662
Beckerman Institutional
New Jersey
$138M +$13.2M +11% 2.95% – 103 5.83% 0.5
Emergent Wealth Advisors
6663
Emergent Wealth Advisors
New York
$138M -$4.14K -0% 1.47% 74.2% 123 18.7% 1
McCarthy Asset Management
6664
McCarthy Asset Management
California
$138M -$3.69M -3% 1.19% – 25 0% 3.3
Tenzing Global Management
6665
Tenzing Global Management
California
$138M +$4.2M +3% 2.38% 273% 26 46.15% 1
Boyar Asset Management
6666
Boyar Asset Management
New York
$138M -$13.7M -9% 1.04% 75.5% 80 6.25% 7.6
MPWM Advisory Solutions
6667
MPWM Advisory Solutions
Georgia
$138M +$1.03M +0.8% 3.36% – 764 7.59% 0.2
PVAMC
6668
PPS&V Asset Management Consultants
Michigan
$138M -$10.2M -7% 5.51% 80.7% 40 7.5% 2.1
CAP Partners LLC
6669
CAP Partners LLC
Tennessee
$138M -$4.08M -3% 4.47% 97% 142 15.49% 1
Watchtower Advisors
6670
Watchtower Advisors
Connecticut
$138M -$38.9M -22% 6.47% 384% 17 29.41% 0.8
Jericho Financial
6671
Jericho Financial
Ohio
$138M -$490K -0.4% 1.03% – 43 9.3% 0.2
Security National Bank of Sioux City Iowa
6672
Security National Bank of Sioux City Iowa
Iowa
$138M -$5.25M -4% 0.4% 61% 94 8.51% 6.6
ROI Financial Advisors
6673
ROI Financial Advisors
Oregon
$138M -$9.21M -6% 3.25% 165% 65 10.77% 1.1
Helium Advisors
6674
Helium Advisors
Washington
$137M +$11.2M +9% 1.2% – 108 10.19% 0.2
Farrell Financial
6675
Farrell Financial
New York
$137M -$2.53M -2% 1.67% 57.8% 67 5.97% 1.2