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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)
BIS
7626
BG Investment Services
Guam
$101M +$21.4M +27% 7.01% – 48 20.83% 1.2
CWMP
7627
Clarion Wealth Managment Partners
Virginia
$101M +$10M +11% 9.1% – 84 5.95% 0.2
PWM
7628
Partners Wealth Management
California
$101M +$13.5M +15% 6.06% – 136 25.74% 0.6
MFG
7629
Mann Financial Group
Minnesota
$101M – – 5.98% – 32 – 0
CP
7630
Centerbridge Partners
New York
$101M -$332M -77% 7.32% 15.9% 6 33.33% 2.3
TCM
7631
Traub Capital Management
Massachusetts
$101M -$6.97M -6% 7.46% – 564 78.19% 0.2
BSTWA
7632
Blake Schutter Theil Wealth Advisors
Ohio
$101M +$13M +15% 6.44% – 111 10.81% 0.8
AWA
7633
American Wealth Advisors
Georgia
$101M – – 6.34% – 134 – 0
OFP
7634
OFC Financial Planning
New Jersey
$101M +$6.8M +7% 11% – 56 3.57% 0.7
PCMN
7635
Paradigm Capital Management (Nevada)
Nevada
$101M -$318K -0.3% 6% – 64 12.5% 2.5
PFG
7636
Putney Financial Group
California
$101M +$1.77M +2% 13.5% – 294 74.15% 0.7
OCA
7637
Otter Creek Advisors
Florida
$101M -$40.4M -29% 8.1% 173% 46 52.17% 0.9
PBK
7638
Peoples Bank (Kansas)
Kansas
$101M -$48.4M -32% 7.75% 74.5% 121 20.66% 1.8
MWC
7639
MKD Wealth Coaches
Michigan
$100M +$5.53M +6% 6.72% – 26 3.85% 3.6
JBI
7640
John Boyer Inc
Florida
$100M – – 8.39% – 38 – 0
PWA
7641
Portus Wealth Advisors
North Carolina
$100M – – 9.6% – 52 – 0
UIM
7642
Unified Investment Management
Georgia
$100M +$6.94M +7% 7.73% – 139 12.23% 0.6
CCA
7643
Cruiser Capital Advisors
Connecticut
$100M -$125M -56% 25.4% 192% 64 34.38% 1.6
PCOTEOTHU
7644
Provident Company of the Employees of the Hebrew University
Israel
$100M -$253K -0.3% 4.41% – 32 6.25% 1.1
AIP
7645
Arrowpoint Investment Partners
Singapore
$100M -$12.5M -11% 27% – 138 96.38% 0
AF
7646
Aldebaran Financial
$100M +$9.6M +11% 7.23% 89.7% 80 12.5% 5.7
PBM
7647
Propel Bio Management
California
$99.9M +$17.5M +21% 17.4% – 21 47.62% 0.9
WM
7648
Whitford Management
New York
$99.6M +$5.29M +6% 3.56% 76.2% 24 45.83% 0.6
PAIA
7649
Park Avenue Institutional Advisers
New York
$99.6M – – 0.66% – 1 – 0
FLC
7650
Fifth Lane Capital
Texas
$99.5M +$17M +21% 3.95% 80.4% 135 72.59% 0.2