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
SPIA
2601
Strategic Point Investment Advisors
Rhode Island
$223M -$10.7M -5% 14
MBT
2602
Montecito Bank & Trust
California
$223M +$10.5M +5% 180
BPCM
2603
Beach Point Capital Management
California
$222M -$65.9M -23% 19
CLC
2604
Charles-Lim Capital
Hong Kong
$222M +$3.9M +2% 7
WCMN
2605
Westchester Capital Management (Nebraska)
Nebraska
$222M +$19.5M +10% 35
TP
2606
Truvvo Partners
New York
$222M +$31.1M +16% 143
IIA
2607
IPG Investment Advisors
California
$222M +$5.18M +2% 142
MAP
2608
Managed Asset Portfolios
Michigan
$222M +$11.5M +5% 32
1M
2609
13D Management
New York
$221M -$107M -33% 38
HDIM
2610
Hanson & Doremus Investment Management
Vermont
$221M +$874K +0.4% 503
SCM
2611
Summit Capital Management
Washington
$221M -$26M -11% 78
AS
2612
AIA (Singapore)
Singapore
$221M +$6.14M +3% 4
GIP
2613
Greatmark Investment Partners
Georgia
$221M -$7.25M -3% 90
SAMNY
2614
Samsung Asset Management (New York)
New York
$221M -$29.3M -12% 79
MCM
2615
Moon Capital Management
New York
$221M +$33.4M +18% 37
CWM
2616
Confluence Wealth Management
Oregon
$221M +$15.3M +7% 146
EWM
2617
Edge Wealth Management
New York
$220M -$44.6M -17% 523
LBIM
2618
Land & Buildings Investment Management
Connecticut
$220M -$34.8M -14% 22
CRB
2619
Chad R. Baker
$220M -$3.6M -2% 62
BPM
2620
Bronson Point Management
Connecticut
$220M -$126M -36% 72
ACM
2621
Argyle Capital Management
Pennsylvania
$220M +$2.84M +1% 118
CIA
2622
Covington Investment Advisors
Pennsylvania
$220M +$3.52M +2% 88
UF
2623
Univest Financial
Pennsylvania
$220M +$653K +0.3% 101
NCM
2624
Noesis Capital Mangement
Florida
$220M +$9.28M +4% 87
TCM
2625
Tang Capital Management
California
$220M -$32.4M -13% 15