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
CA
2601
Continental Advisors
Utah
$223M -$6.33M -3% 129
SPIA
2602
Strategic Point Investment Advisors
Rhode Island
$223M -$10.7M -5% 14
MBT
2603
Montecito Bank & Trust
California
$223M +$10.5M +5% 180
BPCM
2604
Beach Point Capital Management
California
$222M -$65.9M -23% 19
CLC
2605
Charles-Lim Capital
Hong Kong
$222M +$3.9M +2% 7
WCMN
2606
Westchester Capital Management (Nebraska)
Nebraska
$222M +$19.5M +10% 35
TP
2607
Truvvo Partners
New York
$222M +$31.1M +16% 143
IIA
2608
IPG Investment Advisors
California
$222M +$5.18M +2% 142
MAP
2609
Managed Asset Portfolios
Michigan
$222M +$11.5M +5% 32
1M
2610
13D Management
New York
$221M -$107M -33% 38
HDIM
2611
Hanson & Doremus Investment Management
Vermont
$221M +$874K +0.4% 503
SCM
2612
Summit Capital Management
Washington
$221M -$26M -11% 78
AS
2613
AIA (Singapore)
Singapore
$221M +$6.14M +3% 4
GIP
2614
Greatmark Investment Partners
Georgia
$221M -$7.25M -3% 90
SAMNY
2615
Samsung Asset Management (New York)
New York
$221M -$29.3M -12% 79
MCM
2616
Moon Capital Management
New York
$221M +$33.4M +18% 37
CWM
2617
Confluence Wealth Management
Oregon
$221M +$15.3M +7% 146
EWM
2618
Edge Wealth Management
New York
$220M -$44.6M -17% 523
LBIM
2619
Land & Buildings Investment Management
Connecticut
$220M -$34.8M -14% 22
CRB
2620
Chad R. Baker
$220M -$3.6M -2% 62
BPM
2621
Bronson Point Management
Connecticut
$220M -$126M -36% 72
ACM
2622
Argyle Capital Management
Pennsylvania
$220M +$2.84M +1% 118
CIA
2623
Covington Investment Advisors
Pennsylvania
$220M +$3.52M +2% 88
UF
2624
Univest Financial
Pennsylvania
$220M +$653K +0.3% 101
NCM
2625
Noesis Capital Mangement
Florida
$220M +$9.28M +4% 87