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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)
JOYN Advisors
2526
JOYN Advisors
Georgia
$239M +$14M +6% 2.74% 0.77% 39 66.67% 0.8
Capital City Trust
2527
Capital City Trust
Florida
$238M -$1.44M -0.6% 0.09% 98.5% 98 4.08% 1.1
Tortoise Investment Management
2528
Tortoise Investment Management
New York
$238M -$1.12M -0.5% 0.93% 40.2% 456 15.13% 1
Cutler Capital Management
2529
Cutler Capital Management
Massachusetts
$238M -$17.5M -7% 3.15% 39.7% 89 11.24% 0.9
ZCG
2530
Zesiger Capital Group
New York
$238M -$38.8M -14% 4.82% – 25 12% 1
Princeton Portfolio Strategies Group
2531
Princeton Portfolio Strategies Group
New Jersey
$238M +$4.68M +2% 0.26% 83.8% 122 9.02% 1
Berkshire Money Management
2532
Berkshire Money Management
Massachusetts
$237M +$94.1M +66% 0.79% 61.8% 19 36.84% 0.8
Aegis Financial
2533
Aegis Financial
Virginia
$237M -$71.1M -23% 17.1% 266% 59 18.64% 1
TCM
2534
Texan Capital Management
Texas
$237M +$5.99M +3% 5.34% 19.3% 140 12.86% 1.1
Guinness Asset Management
2535
Guinness Asset Management
United Kingdom
$237M -$19.3M -8% 10.3% 73.9% 66 10.61% 1.1
Huntington Steele
2536
Huntington Steele
Pennsylvania
$237M -$12K -0% 0.37% 69.8% 69 5.8% 1.2
Modera Wealth Management
2537
Modera Wealth Management
New Jersey
$236M +$16.1M +7% 2.47% 68.2% 85 28.24% 0.8
Harrison Street Securities
2538
Harrison Street Securities
Illinois
$236M +$10.5M +5% 4.06% 41.2% 34 23.53% 0.7
Keywise Capital Management
2539
Keywise Capital Management
Cayman Islands
$236M -$248M -51% 0.62% 219% 13 53.85% 0.5
Marquette Asset Management
2540
Marquette Asset Management
Minnesota
$236M -$10.6M -4% 0.67% 69.6% 91 9.89% 1
Hudson Valley Investment Advisors
2541
Hudson Valley Investment Advisors
New York
$235M +$6.07M +3% 1.48% 102% 137 7.3% 1.1
Savant Capital
2542
Savant Capital
Illinois
$235M +$3.94M +2% 0.92% 61.2% 201 8.96% 1
Shikiar Asset Management
2543
Shikiar Asset Management
New York
$235M -$7.05M -3% 2.81% 117% 124 20.16% 0.9
Ipswich Investment Management
2544
Ipswich Investment Management
Massachusetts
$235M -$23.2M -9% 0.76% 104% 150 15.33% 1.1
KCM
2545
Kempner Capital Management
Texas
$235M -$17.8M -7% 1.35% 60.9% 73 13.7% 0.9
SVA Wealth Management
2546
SVA Wealth Management
Wisconsin
$235M +$773K +0.3% 1.61% 44.5% 170 7.06% 0.7
Bright Rock Capital Management
2547
Bright Rock Capital Management
Massachusetts
$234M +$21.4M +10% 0.63% 53.1% 95 24.21% 0.8
Meristem Family Wealth
2548
Meristem Family Wealth
Minnesota
$234M -$4.66M -2% 0.12% 67.7% 113 7.08% 1.1
Financial Sense Advisors
2549
Financial Sense Advisors
California
$234M -$21.3M -8% 0.52% 152% 144 29.86% 0.8
YI
2550
YM Investment
Hong Kong
$234M -$396M -63% 5.1% – 2 0% 0.8