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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
KCM
2426
Kathmere Capital Management
Pennsylvania
$542M -$45.3M -8% 11.4% 47% 186 24.73%
WCWM
2427
Willow Creek Wealth Management
California
$539M +$41.6M +8% 9.73% 36.5% 134 20.15%
BPGAM
2428
BTG Pactual Global Asset Management
Bermuda
$539M -$213M -28% 10.4% 88.9% 185 74.59%
SCA
2429
Stillwater Capital Advisors
Pennsylvania
$538M -$84M -13% 13.8% 121% 80 6.25%
IWS
2430
Insight Wealth Strategies
California
$538M -$140M -21% 12.1% 79.5% 163 18.4%
BCM
2431
Bayesian Capital Management
New York
$537M -$133M -20% 15.8% 113% 1,208 75.91%
KFP
2432
KMG Fiduciary Partners
Ohio
$536M -$89M -14% 14.3% 98% 216 12.96%
LIA
2433
LS Investment Advisors
Michigan
$536M -$93.5M -15% 14.5% 85.7% 149 17.45%
IP
2434
Isthmus Partners
Wisconsin
$536M -$72.7M -12% 11.2% 61.1% 151 7.28%
MIM
2435
Manitou Investment Management
Ontario, Canada
$536M -$116M -18% 16.6% 57.2% 46 8.7%
TCM
2436
Tufton Capital Management
Maryland
$535M -$83.3M -13% 11.6% 86.5% 126 10.32%
NIM
2437
Needham Investment Management
New York
$535M -$156M -23% 20.6% 267% 131 12.98%
IGWM
2438
ICA Group Wealth Management
Colorado
$535M +$8.63M +2% 13.2% 403 11.41%
CAL
2439
Capital Advisors Ltd
Ohio
$534M -$67.6M -11% 14.1% 54.2% 1,474 43.08%
BCMO
2440
Buckingham Capital Management (Ohio)
Ohio
$534M -$75.7M -12% 11.5% 26.3% 123 10.57%
SI
2441
Sapience Investments
California
$534M -$290M -35% 13.9% 54.9% 95 17.89%
WC
2442
Wealthspring Capital
New York
$533M +$22.3M +4% 0.26% 24.1% 535 27.85%
PDM
2443
Penn Davis McFarland
Texas
$532M -$90.9M -15% 11.9% 86.8% 46 4.35%
CPH
2444
C Partners Holding
Switzerland
$531M -$47.7M -8% 18.4% 31.6% 19 10.53%
CHC
2445
City Holding Co
West Virginia
$531M -$85.9M -14% 11.8% 81.3% 535 8.97%
IVMX
2446
Institutional Venture Management XVI
California
$531M -$357M -40% 24.3% 523% 8 0%
PA
2447
Planning Alternatives
Michigan
$531M -$95.2M -15% 14.1% 50.4% 48 10.42%
TIS
2448
Tortoise Index Solutions
Kansas
$531M -$23.8M -4% 8.29% 52.2% 112 5.36%
VWA
2449
V Wealth Advisors
Kansas
$530M -$94.3M -15% 14.3% 36.9% 482 26.14%
VCM
2450
Vision Capital Management
Oregon
$530M -$78M -13% 15.4% 56.4% 106 13.21%