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
SFU
2701
Stonehage Fleming (UK)
United Kingdom
$216M +$12.5M +6% 322
DAM
2702
Doheny Asset Management
California
$216M +$6.49M +3% 126
AMG
2703
Asset Management Group
Connecticut
$216M +$17M +9% 99
UAS
2704
United Asset Strategies
New York
$216M -$18.4M -8% 140
WCF
2705
West Coast Financial
California
$215M +$22.3M +12% 105
OM
2706
Opaleye Management
Massachusetts
$215M +$17.5M +9% 47
WRTC
2707
Wind River Trust Company
Wyoming
$215M +$34.8M +19% 12
WM
2708
WCG Management
New York
$215M +$108M +100% 27
SGK
2709
Steigerwald Gordon & Koch
Virginia
$215M +$15.2M +8% 54
MIC
2710
MU Investments Company
Japan
$215M -$15.6M -7% 323
WP
2711
WealthPLAN Partners
Nebraska
$215M 591
TJHA
2712
Thomas J. Herzfeld Advisors
Florida
$215M +$15.6M +8% 327
UMA
2713
USA Mutuals Advisors
Texas
$214M -$22.8M -10% 60
RO
2714
Reservoir Operations
New York
$214M -$8.26M -4% 40
LCM
2715
Lionstone Capital Management
New York
$214M +$9.7M +5% 14
PCM
2716
Pointe Capital Management
Michigan
$214M 164
CL
2717
CIM LLC
New York
$214M +$2.57M +1% 92
PWAP
2718
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$214M +$6.86M +3% 135
T
2719
Tahithromos
New York
$214M +$7.44M +4% 44
BCM
2720
Brenham Capital Management
Texas
$214M +$107M +101% 13
LCP
2721
Longhorn Capital Partners
Texas
$214M -$39.4M -16% 11
FMP
2722
Financial Management Professionals
Texas
$213M +$32.3M +18% 361
GAM
2723
Guinness Asset Management
United Kingdom
$213M +$10.7M +5% 82
JWA
2724
JFS Wealth Advisors
Pennsylvania
$213M -$416M -66% 570
CFSG
2725
Community Financial Services Group
Vermont
$213M -$4.28M -2% 368