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
HWA
3851
Heritage Way Advisors
Illinois
$149M +$19.2M +15% 61
V
3852
ValueWorks
New York
$149M +$3.81M +3% 35
KAM
3853
Kavi Asset Management
New York
$149M +$53.1M +55% 20
HAFS
3854
Hapanowicz & Associates Financial Services
Pennsylvania
$149M +$15M +11% 20
MCA
3855
Mercer Capital Advisers
New Jersey
$149M +$14.1M +10% 229
MWM
3856
Mascoma Wealth Management
New Hampshire
$149M +$18M +14% 429
AFA
3857
Alta Fundamental Advisers
New York
$149M -$23.5M -14% 24
PWPS
3858
Pinnacle Wealth Planning Services
Ohio
$149M -$7.29M -5% 182
CL
3859
Chubb Ltd
Switzerland
$149M +$11M +8% 13
SAMC
3860
Spectrum Asset Management (California)
California
$149M +$22.6M +18% 91
TI
3861
Tidal Investments
Wisconsin
$149M +$18.8M +15% 113
KAH
3862
Kathryn A. Hall
$148M +$46.2M +45% 32
SLA
3863
Silver Lake Advisory
Utah
$148M +$13.6M +10% 87
TCCM
3864
Timber Creek Capital Management
Massachusetts
$148M +$19.8M +15% 129
CGI
3865
Cougar Global Investments
Ontario, Canada
$148M +$6.85M +5% 22
OFCM
3866
One Fin Capital Management
California
$148M +$55.1M +59% 25
EMR
3867
Errol M. Rudman
$148M +$4.82M +3% 30
BPM
3868
Blue Pool Management
Hong Kong
$148M +$23.6M +19% 24
AIC
3869
Archer Investment Corporation
Indiana
$148M +$33.8M +30% 542
NERM
3870
New England Research & Management
Illinois
$148M +$20.9M +16% 187
CWM
3871
Concentric Wealth Management
California
$148M +$17.9M +14% 89
HIM
3872
Hotaling Investment Management
Pennsylvania
$148M +$25M +20% 125
MIM
3873
Mittleman Investment Management
New York
$148M -$21.2M -13% 7
SR
3874
Sloane Robinson
United Kingdom
$148M +$64.1M +77% 27
SL
3875
Signition LP
New York
$148M -$8.93M -6% 310