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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)
PWM
7001
Pinnacle Wealth Management
California
$95.9M +$8.43M +10% 21.3% 194% 47 40.43% 0.7
Moulton Wealth Management
7002
Moulton Wealth Management
Washington
$95.4M +$17.5M +22% 3.5% 47.8% 27 37.04% 1.3
DBK Financial Counsel
7003
DBK Financial Counsel
Ohio
$95.4M +$8.25M +9% 5.25% 58.1% 50 12% 1.6
University of Pittsburgh
7004
University of Pittsburgh
Pennsylvania
$95.2M +$1.88M +2% 2.02% 69.2% 2 0% 1.3
JAIC
7005
Josh Arnold Investment Consultant
Minnesota
$95.1M -$9.6M -9% 2.7% 272% 29 82.76% 0.7
AIM
7006
Alerce Investment Management
Illinois
$95.1M +$19.9M +27% 47.8% 25.1% 5 0% 3.3
Chicago Capital Management
7007
Chicago Capital Management
Illinois
$95M +$32M +51% 5.54% 270% 44 38.64% 0.2
Smart Portfolios LLC
7008
Smart Portfolios LLC
Washington
$94.9M +$9.7M +11% 4.66% 41.3% 95 11.58% 1
Redwood Wealth Management Group
7009
Redwood Wealth Management Group
New Jersey
$94.4M +$4.17M +5% 11.4% 74.1% 149 29.53% 1.1
Provident Company of the Employees of the Hebrew University
7010
Provident Company of the Employees of the Hebrew University
Israel
$94.3M – – 9.7% – 32 – 0
Aozora Bank
7011
Aozora Bank
Japan
$94.3M -$70.4M -43% 0.99% 5.45% 3 33.33% 2.8
Eagle Harbor Asset Management
7012
Eagle Harbor Asset Management
Washington
$94.3M +$7.38M +8% 5.75% 76.2% 132 12.88% 1.4
Point Break Capital Management
7013
Point Break Capital Management
Florida
$94.1M -$31.6M -25% 0.66% – 17 47.06% 0.7
Groesbeck Investment Management
7014
Groesbeck Investment Management
New Jersey
$94M +$21.7M +30% 14.3% 155% 100 29% 4.1
Intrinsic Value Partners
7015
Intrinsic Value Partners
Arizona
$93.8M +$8.09M +9% 12.8% 126% 58 12.07% 1.9
Cypress Capital Management (Wyoming)
7016
Cypress Capital Management (Wyoming)
Wyoming
$93.8M +$2.51M +3% 25% 161% 192 21.88% 4.1
HPS Investment Partners
7017
HPS Investment Partners
New York
$93.6M -$1.67M -2% 22.6% 55.9% 6 0% 2
AC
7018
Athos Capital
Hong Kong
$93.5M +$3.99M +4% 6.44% 110% 58 51.72% 0.8
FSA Advisors
7019
FSA Advisors
Michigan
$93.3M +$12.6M +16% 7.12% – 138 15.94% 0.2
Private Harbour Investment Management & Counsel
7020
Private Harbour Investment Management & Counsel
Ohio
$92.9M +$5.98M +7% 12.5% 82.6% 42 4.76% 6.9
HGI Capital Management
7021
HGI Capital Management
New York
$92.8M +$4.86M +6% 1.16% 47% 58 56.9% 0.4
AM
7022
Account Management
Massachusetts
$92.6M +$9M +11% 11.3% 87.4% 25 8% 4.1
Compass Rose Asset Management
7023
Compass Rose Asset Management
New York
$92.3M -$147M -61% 11.3% 41% 10 90% 0.1
FWG Investments
7024
FWG Investments
Kentucky
$92.2M +$11.7M +15% 6.99% – 123 30.89% 0.2
NorthLanding Financial Partners
7025
NorthLanding Financial Partners
New York
$91.9M +$7.4M +9% 6.03% 54.7% 36 11.11% 1.4