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)
CCM
7601
Cobler Capital Management
Kansas
$101M – – 0.25% – 45 – 0
Vanguard Capital Wealth Advisors
7602
Vanguard Capital Wealth Advisors
Colorado
$101M +$19M +23% 17.2% 225% 138 34.78% 3.2
SCGDR
7603
Sharp Capital Gestora de Recursos
Brazil
$101M +$54.1M +116% 38.6% 61.4% 6 33.33% 0.8
WG
7604
Wealth Group
North Carolina
$101M -$53.5M -35% 10.3% – 164 50% 1.1
MFN
7605
Midwest Financial Network
Illinois
$101M +$650K +0.6% 5.43% – 61 8.2% 0.5
RQS
7606
Ramsey Quantitative Systems
Kentucky
$101M +$5.58M +6% 9.21% 42% 9 77.78% 0.8
BC
7607
Birchview Capital
Vermont
$101M -$14.5M -13% 1.09% 327% 80 26.25% 3.1
BM
7608
Brandywine Managers
Delaware
$101M +$17.3M +21% 23% 96.3% 36 2.78% 4.2
HB
7609
Hauser Brothers
Germany
$100M -$4.49M -4% 7.71% – 8 12.5% 1.4
LWM
7610
Lionsbridge Wealth Management
Florida
$100M -$12M -11% 8.51% 66% 71 33.8% 1.7
CWD
7611
Clarity Wealth Development
Oregon
$100M +$10.8M +12% 7.6% – 44 6.82% 0.5
PCOTEOTHU
7612
Provident Company of the Employees of the Hebrew University
Israel
$100M +$13.2M +15% 12.3% – 35 20% 0.9
IA
7613
Incentive AS
Norway
$100M -$62.8M -39% 4.24% – 2 50% 0.8
BW
7614
Blalock Williams
Alabama
$100M +$10.8M +12% 9.08% – 134 24.63% 0.4
RFW
7615
Rainier Family Wealth
Washington
$100M +$15.2M +18% 18.2% – 85 15.29% 0.5
MAMF
7616
Mirabaud Asset Management (France)
France
$100M -$26.3M -21% 0% – 11 0% 0.2
ABLA
7617
Alan B. Lancz & Associates
Ohio
$99.9M +$6.08M +6% 8.5% – 133 11.28% 2.8
PLC
7618
Peapod Lane Capital
New York
$99.9M +$11M +12% 12.5% – 66 21.21% 0.4
QM
7619
QVIDTVM Management
Texas
$99.8M -$13.3M -12% 1.47% 19.5% 8 0% 1.7
AACA
7620
American Assets Capital Advisers
California
$99.5M -$139M -58% 4.62% 73.5% 41 4.88% 3.5
PAM
7621
Parvin Asset Management
South Dakota
$99.5M +$8.24M +9% 7.76% – 370 28.11% 0.5
CGF
7622
Constant Guidance Financial
Massachusetts
$99.5M +$20M +25% 5.95% 79.6% 46 52.17% 0.7
PCM
7623
Perkins Capital Management
Minnesota
$99.5M +$4.62M +5% 23.2% 303% 87 10.34% 5.6
VWM
7624
Verus Wealth Management
Wisconsin
$99.4M +$8.17M +9% 6.86% – 57 10.53% 0.5
IC
7625
Immersion Capital
United Kingdom
$99.4M -$46.4M -32% 15.6% 63.4% 11 18.18% 1.3