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
ZF
3026
Zhang Financial
Michigan
$139M +$6.82M +5% 54
COPM
3027
Charter Oak Partners Management
Connecticut
$139M -$1.21M -0.9% 35
MJP
3028
Michael J. Puzo
$139M +$1.82M +1% 77
LIM
3029
Loudon Investment Management
New Hampshire
$139M +$2.26M +2% 84
ECM
3030
EagleClaw Capital Management
Massachusetts
$139M 102
IGM
3031
Incline Global Management
New York
$138M +$1.32M +1% 23
VWM
3032
Vector Wealth Management
Minnesota
$138M -$3.31M -2% 59
FPTW
3033
Franklin, Parlapiano, Turner & Welch
Texas
$138M -$6.52M -5% 48
TWM
3034
Torch Wealth Management
Ohio
$138M +$7.02M +5% 320
WCWM
3035
Wooster Corthell Wealth Management
Connecticut
$138M +$4.62M +3% 22
PCMI
3036
Princeton Capital Management Inc
New Jersey
$138M +$12.8M +10% 78
KFA
3037
Kays Financial Advisory
Georgia
$138M +$5.44M +4% 33
VHMC
3038
Value Holdings Management Company
New York
$138M +$1.98M +1% 25
SRC
3039
Stone Run Capital
New York
$138M -$4.09M -3% 82
CPA
3040
Court Place Advisors
Maryland
$138M +$6.83M +5% 122
MLIM
3041
Mountain Lake Investment Management
Florida
$138M -$7.53M -5% 46
VIMU
3042
Veritas Investment Management (UK)
United Kingdom
$137M +$15.4M +13% 57
GRP
3043
Geologic Resource Partners
Massachusetts
$137M -$29.4M -18% 16
WOC
3044
West Oak Capital
California
$136M +$731K +0.5% 312
KRC
3045
Kingdom Ridge Capital
New York
$136M -$63.5M -32% 27
SIM
3046
Sterling Investment Management
Arizona
$136M -$2.79M -2% 58
LCM
3047
Liberty Capital Management
Michigan
$136M -$3.88M -3% 100
BRM
3048
Boston Research & Management
Massachusetts
$136M +$5.95M +5% 100
RP
3049
Raiff Partners
New York
$136M +$7.87M +6% 52
BRWM
3050
B. Riley Wealth Management
Tennessee
$135M 1,096