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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)
OLP Capital Management
2501
OLP Capital Management
Hong Kong
$790M +$121M +18% 15.7% 146% 8 37.5% 0.7
Portland Global Advisors
2502
Portland Global Advisors
Maine
$790M -$5.3M -0.7% 2.11% 43.4% 140 7.86% 6.1
Barlow Wealth Partners
2503
Barlow Wealth Partners
Kentucky
$790M +$25.3M +3% 4.37% 101% 155 17.42% 0.9
DiNuzzo Private Wealth
2504
DiNuzzo Private Wealth
Pennsylvania
$790M -$20.9M -3% 2.84% 42.7% 1,477 7.11% 0.9
1834 Investment Advisors
2505
1834 Investment Advisors
Wisconsin
$790M -$69.3M -8% 0.17% 68.7% 221 8.6% 5.2
Linden Thomas Advisory Services
2506
Linden Thomas Advisory Services
North Carolina
$789M +$57.1M +8% 6.44% 149% 479 5.01% 1.5
MUFG Securities Americas
2507
MUFG Securities Americas
New York
$789M – – 3.98% – 512 – 0
Sloy Dahl & Holst
2508
Sloy Dahl & Holst
Washington
$789M +$203M +35% 41.5% 132% 115 15.65% 2.2
Pekin Hardy Strauss
2509
Pekin Hardy Strauss
Illinois
$788M +$4.04M +0.5% 0.12% 102% 385 18.44% 3.9
Planning Center Inc
2510
Planning Center Inc
Illinois
$788M -$23.4M -3% 2.83% 38.9% 75 12% 1.9
Nottingham Advisors
2511
Nottingham Advisors
New York
$788M -$116M -13% 2.2% 47.6% 152 17.76% 4.6
Atlas Capital Advisors
2512
Atlas Capital Advisors
Wyoming
$788M +$132M +20% 0.06% – 991 15.44% 3
Cabot Wealth Management
2513
Cabot Wealth Management
Massachusetts
$787M -$12.5M -2% 0.21% 69.3% 132 5.3% 5.6
Opus Capital Group
2514
Opus Capital Group
Ohio
$787M -$12.8M -2% 2.11% 53.7% 126 5.56% 5
McIlrath & Eck
2515
McIlrath & Eck
Washington
$784M +$8.06M +1% 0.86% 44% 1,040 12.69% 3.8
L.J. Altfest & Co
2516
L.J. Altfest & Co
New York
$784M +$32.9M +4% 1.31% 95.6% 375 24.53% 3.4
State of Wyoming
2517
State of Wyoming
Wyoming
$784M +$83.2M +12% 2.83% 135% 1,920 30.42% 1.6
Signet Financial Management
2518
Signet Financial Management
New Jersey
$783M -$1.07M -0.1% 0.93% 65.2% 282 10.64% 3
JWBC
2519
J.W. Burns & Co
New York
$783M +$13.9M +2% 2.52% 95.4% 192 5.21% 7.1
Global Endowment Management
2520
Global Endowment Management
North Carolina
$782M -$208M -21% 2.89% 46.1% 156 26.28% 2.3
Battery Management Corp
2521
Battery Management Corp
Massachusetts
$781M +$456M +140% 7.88% 45.1% 7 28.57% 2.3
Rockbridge Investment Management
2522
Rockbridge Investment Management
New York
$780M +$8.19M +1% 2.33% 38.6% 137 9.49% 3.1
Continuum Advisory
2523
Continuum Advisory
Idaho
$780M -$3.44M -0.4% 0.44% 77% 1,985 10.43% 1.3
Newbrook Capital Advisors
2524
Newbrook Capital Advisors
New York
$780M +$38.2M +5% 20% 299% 26 61.54% 0.6
Community Bank
2525
Community Bank
New York
$780M -$13M -2% 0.2% 73.5% 405 7.65% 6.7