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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 Time
Held (Qtrs)
PHIMC
7026
Private Harbour Investment Management & Counsel
Ohio
$94.9M -$198K -0.2% 4.32% 82.6% 40 7.5% 29.9
WSFG
7027
Wall Street Financial Group
Illinois
$94.8M +$36M +61% 4.76% – 41 43.9% 0.6
MSA
7028
Marathon Strategic Advisors
Pennsylvania
$94.6M +$9.07M +11% 7.37% – 48 29.17% 1.8
TPM
7029
Totem Point Management
New York
$94.6M +$26.3M +38% 9.17% 577% 21 52.38% 4.6
BCG
7030
Barington Capital Group
New York
$94.5M +$7.16M +8% 10.7% 71.1% 13 30.77% 11.1
LP
7031
Lexington Partners
New York
$94.3M +$5.29M +6% 7% 1.27% 3 0% 17
RMF
7032
Red Mountain Financial
Colorado
$94M +$11.1M +13% 5.99% – 68 8.82% 2.5
CCC
7033
Cable Car Capital
California
$93.6M -$1.35M -1% 4.82% – 81 43.21% 1.8
VIM
7034
Villanova Investment Management
Pennsylvania
$93.5M -$641K -0.7% 8.64% – 58 12.07% 0.9
IP
7035
Isomer Partners
New York
$93M -$42.9M -32% 19.9% 57.2% 19 42.11% 2.8
BM
7036
Brandywine Managers
Delaware
$93M -$1.52M -2% 1.32% 96.3% 38 13.16% 14.4
NVIM
7037
New Vernon Investment Management
Illinois
$92.9M +$15.9M +21% 9.87% 83.1% 42 14.29% 15.1
AGC
7038
Alden Global Capital
Florida
$92.7M -$28M -23% 11.5% 99.8% 29 51.72% 2.1
NWM
7039
Navigation Wealth Management
Colorado
$92.6M -$11M -11% 5.29% 9.65% 5 0% 2.2
AAM
7040
American Asset Management
Florida
$92.6M +$8.29M +10% 5.2% 42.5% 18 22.22% 9.6
TCDRS
7041
Texas County & District Retirement System
Texas
$92.5M -$1.4M -1% 1.49% 27.9% 1 0% 7
PWP
7042
PrairieView Wealth Partners
Illinois
$92.5M -$24.8M -21% 6.22% – 19 10.53% 2.4
CCMW
7043
Cypress Capital Management (Wyoming)
Wyoming
$92.5M -$1.4M -1% 7.73% 161% 177 14.12% 17.3
NWA
7044
Navis Wealth Advisors
New York
$92.5M +$5.27M +6% 5% 107% 109 12.84% 8.8
PGWM
7045
Pitti Group Wealth Management
New York
$91.9M $0 0% 4.28% 65.3% 60 0% 9.2
ACA
7046
Arena Capital Advisors
California
$91.8M +$4.37M +5% 11.7% 124% 37 16.22% 8
MP
7047
MVM Partners
Massachusetts
$91.7M -$8.17M -8% 6.92% 77.3% 3 0% 7
WI
7048
Wedgewood Investors
Pennsylvania
$91.6M +$7.35M +9% 13.4% – 102 7.84% 28.4
FF
7049
Farnam Financial
Arizona
$91.1M – – 5.28% – 43 – 0
MCM
7050
M28 Capital Management
Connecticut
$91M +$13.9M +18% 31.6% 200% 11 0% 9