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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)
WAM
8201
Watershed Asset Management
California
$112M +$15.3M +16% 18.7% – 145 38.62% 2.6
SCM
8202
Scopia Capital Management
New York
$112M -$34.1M -23% 27.3% 58.7% 23 21.74% 8.8
SWM
8203
Stonebridge Wealth Management
Illinois
$112M +$7.36M +7% 6.9% – 38 7.89% 3.5
TFS
8204
truNorth Financial Services
Pennsylvania
$112M +$15M +15% 7.63% – 60 20% 1.6
BU
8205
Brown University
Rhode Island
$112M +$9.79M +10% 34.7% 37.9% 13 30.77% 7.8
TBFA
8206
Three Bearings Fiduciary Advisors
New Hampshire
$112M +$8.25M +8% 10.5% – 329 5.47% 2
VDC
8207
Van Diest Capital
Iowa
$112M -$15.4M -12% 23.2% – 234 43.59% 1.3
RQS
8208
Ramsey Quantitative Systems
Kentucky
$112M +$15M +16% 13.4% 42% 68 91.18% 0.7
IMT
8209
Investment Management Trust
Massachusetts
$112M +$8.97M +9% 16.4% – 89 21.35% 0.9
RM
8210
RCW Management
Florida
$112M +$14M +14% 15.1% – 69 2.9% 1.9
MASM
8211
MH & Associates Securities Management
California
$112M -$3.1M -3% 10.3% – 101 3.96% 1.9
LA
8212
Layline Advisors
New York
$111M +$22.1M +25% 10.9% – 81 19.75% 0.8
CCM
8213
Chiron Capital Management
Florida
$111M +$13.9M +14% 4.62% – 149 30.2% 7.7
WCBA
8214
Weaver C. Barksdale & Associates
Tennessee
$111M +$6.6M +6% 9.01% 52.2% 63 3.17% 26.3
VR
8215
Valued Retirements
Texas
$111M +$9.04M +9% 13.2% – 105 18.1% 6.6
GH
8216
GLP Holdings
Georgia
$111M +$13.6M +14% 14% – 4 0% 2
KAM
8217
Kazazian Asset Management
Florida
$111M +$19.8M +22% 14.6% – 55 29.09% 7.5
FF
8218
Fortitude Financial
Washington
$111M -$77.7M -41% 18.7% – 41 36.59% 3.1
PFG
8219
Putney Financial Group
California
$111M +$11.8M +12% 27% – 90 20% 4.7
DI
8220
Dalton Investments
Nevada
$111M +$7.63M +7% 6.56% 95.1% 17 5.88% 12.6
BCM
8221
Beryl Capital Management
California
$111M +$937K +0.9% 12.7% 3,932% 16 100% 0
WPWM
8222
Western Pacific Wealth Management
Illinois
$111M +$12.2M +12% 15.6% 66.3% 214 23.36% 11.2
SM
8223
Sabby Management
Florida
$111M +$65.4M +145% 12.3% 95.5% 38 65.79% 3
IWA
8224
Independent Wealth Advisors
North Carolina
$111M +$8.67M +9% 6.17% – 80 16.25% 1.7
BFA
8225
Ballast Financial Advisors
Pennsylvania
$110M +$12.9M +13% 9.97% – 71 4.23% 1.9