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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 Avg Holding
Period (Yrs)
Lenox Wealth Advisors
2501
Lenox Wealth Advisors
New York
$357M +$32.9M +10% 4.74% 35.7% 525 75.05% 0.6
LCM
2502
Lonestar Capital Management
California
$357M -$95.1M -21% 20% 260% 16 31.25% 1
Foresite Capital Management III
2503
Foresite Capital Management III
California
$356M -$6.7M -2% 11.3% 444% 21 23.81% 1
Jafra Capital Management
2504
Jafra Capital Management
New York
$356M +$87.5M +33% 11.9% – 115 64.35% 0.3
Brandywine Managers
2505
Brandywine Managers
Delaware
$356M +$12.2M +4% 3.92% 96.3% 36 13.89% 0.8
PrairieView Partners
2506
PrairieView Partners
Minnesota
$356M – – 3.73% 34% 67 – 0
Yorktown Energy Partners VIII
2507
Yorktown Energy Partners VIII
New York
$356M -$13.6M -4% 3.63% 15.2% 3 0% 1.5
Bell Bank
2508
Bell Bank
North Dakota
$356M +$12.2M +4% 5.64% 71% 142 9.15% 2.4
West Coast Financial
2509
West Coast Financial
California
$355M -$12.9M -4% 7.16% 22.2% 142 24.65% 2.8
New England Private Wealth Advisors
2510
New England Private Wealth Advisors
Massachusetts
$355M +$18.9M +6% 4.2% 55.8% 150 9.33% 2.8
CANC
2511
Culbertson A N & Co
Virginia
$355M +$26.9M +8% 7.24% 87.5% 103 6.8% 3.3
Bramshill Investments
2512
Bramshill Investments
Florida
$354M +$20.9M +6% 2.26% 3.6% 139 45.32% 0.3
American National Bank & Trust
2513
American National Bank & Trust
Texas
$354M +$20.3M +6% 6.52% 102% 261 13.03% 2.5
Greenhouse Funds
2514
Greenhouse Funds
Maryland
$354M -$8.62M -2% 2.02% 90.7% 42 40.48% 0.7
American Assets Inc
2515
American Assets Inc
California
$354M +$9.42M +3% 0.32% 63.2% 2 0% 4.5
Forest Hill Capital
2516
Forest Hill Capital
Arkansas
$353M +$4.98M +1% 2.48% 112% 56 14.29% 2.4
P.J. Schmidt Investment Management (PJS)
2517
P.J. Schmidt Investment Management (PJS)
Wisconsin
$353M +$19.2M +6% 7.29% 65.9% 140 7.14% 3
Edge Wealth Management
2518
Edge Wealth Management
New York
$353M +$22.6M +7% 3.57% 75.3% 604 22.19% 2.2
Marietta Investment Partners
2519
Marietta Investment Partners
Wisconsin
$352M +$17.9M +5% 6.78% 160% 148 16.89% 2.1
SCM
2520
Symons Capital Management
Pennsylvania
$351M -$44.9M -11% 6.64% 25.4% 83 22.89% 1.1
Northside Capital Management
2521
Northside Capital Management
Oregon
$351M +$113M +47% 7.26% 99.6% 68 16.18% 2.1
TCGI
2522
Three Corner Global Investors
New York
$350M -$6.3M -2% 11.4% 57.5% 30 43.33% 0.6
Manitou Investment Management
2523
Manitou Investment Management
Ontario, Canada
$350M +$20.6M +6% 5.61% 69.3% 28 0% 1.9
Hussman Strategic Advisors
2524
Hussman Strategic Advisors
Maryland
$350M -$62.8M -15% 4.77% 41.6% 225 28.89% 1.4
SOL Capital Management
2525
SOL Capital Management
Maryland
$350M -$4.47M -1% 5.92% 56.6% 255 11.37% 3.3