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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)
Crescent Sterling
8226
Crescent Sterling
Louisiana
$112M +$8.45M +8% 10.4% 68.6% 89 14.61% 2.4
Watershed Asset Management
8227
Watershed Asset Management
California
$112M +$15.3M +16% 18.7% – 145 38.62% 0.6
Scopia Capital Management
8228
Scopia Capital Management
New York
$112M -$34.1M -23% 27.3% 58.7% 23 21.74% 2.2
Stonebridge Wealth Management
8229
Stonebridge Wealth Management
Illinois
$112M +$7.36M +7% 6.9% – 38 7.89% 0.9
truNorth Financial Services
8230
truNorth Financial Services
Pennsylvania
$112M +$15M +15% 7.63% – 60 20% 0.4
Brown University
8231
Brown University
Rhode Island
$112M +$9.8M +10% 34.7% 40.1% 13 30.77% 2
Three Bearings Fiduciary Advisors
8232
Three Bearings Fiduciary Advisors
New Hampshire
$112M +$8.25M +8% 10.5% – 329 5.47% 0.5
Van Diest Capital
8233
Van Diest Capital
Iowa
$112M -$15.4M -12% 23.2% – 234 43.59% 0.3
Ramsey Quantitative Systems
8234
Ramsey Quantitative Systems
Kentucky
$112M +$15M +16% 13.4% 51.1% 68 91.18% 0.2
IMT
8235
Investment Management Trust
Massachusetts
$112M +$8.97M +9% 16.4% – 89 21.35% 0.2
RCW Management
8236
RCW Management
Florida
$112M +$14M +14% 15.1% – 69 2.9% 0.5
MH & Associates Securities Management
8237
MH & Associates Securities Management
California
$112M -$3.1M -3% 10.3% – 101 3.96% 0.5
Layline Advisors
8238
Layline Advisors
New York
$111M +$22.1M +25% 10.9% – 81 19.75% 0.2
Chiron Capital Management
8239
Chiron Capital Management
Florida
$111M +$13.9M +14% 4.62% – 149 30.2% 1.9
Weaver C. Barksdale & Associates
8240
Weaver C. Barksdale & Associates
Tennessee
$111M +$6.6M +6% 9.01% 52.2% 63 3.17% 6.6
Valued Retirements
8241
Valued Retirements
Texas
$111M +$9.04M +9% 13.2% 84.6% 105 18.1% 1.6
GH
8242
GLP Holdings
Georgia
$111M +$13.6M +14% 14% – 4 0% 0.5
KAM
8243
Kazazian Asset Management
Florida
$111M +$19.8M +22% 14.6% – 55 29.09% 1.9
Fortitude Financial
8244
Fortitude Financial
Washington
$111M -$77.7M -41% 18.7% – 41 36.59% 0.8
Putney Financial Group
8245
Putney Financial Group
California
$111M +$11.8M +12% 27% – 90 20% 1.2
Dalton Investments
8246
Dalton Investments
Nevada
$111M +$7.63M +7% 6.56% 125% 17 5.88% 3.1
Beryl Capital Management
8247
Beryl Capital Management
California
$111M +$937K +0.9% 12.7% 3,932% 16 100% 0
Western Pacific Wealth Management
8248
Western Pacific Wealth Management
Illinois
$111M +$12.2M +12% 15.6% 91.4% 214 23.36% 2.8
SM
8249
Sabby Management
Florida
$111M +$65.4M +145% 12.3% 95.5% 38 65.79% 0.8
IWA
8250
Independent Wealth Advisors
North Carolina
$111M +$8.67M +9% 6.17% – 80 16.25% 0.4