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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)
Independent Advisor Alliance
2526
Independent Advisor Alliance
North Carolina
$314M -$317M -50% 2.87% 135% 444 55.18% 0.4
ArchPoint Investors
2527
ArchPoint Investors
Florida
$314M +$47.8M +18% 4.85% 111% 166 22.29% 1.4
AP
2528
Agilis Partners
Massachusetts
$314M +$167M +113% 2.39% 8.47% 20 25% 1.4
Yorktown Management & Research Company
2529
Yorktown Management & Research Company
Virginia
$314M -$70M -18% 0.36% 223% 361 21.61% 1.6
Hartline Investment Corp
2530
Hartline Investment Corp
Illinois
$314M +$2.6M +0.8% 7.08% 201% 111 9.91% 3
Hillman Company
2531
Hillman Company
Pennsylvania
$313M -$14.2M -4% 6.61% 134% 16 25% 1.3
HJA
2532
Hugh Johnson Advisors
New York
$313M +$6.86M +2% 2.29% 41.5% 98 10.2% 2.9
FFT Wealth Management
2533
FFT Wealth Management
Pennsylvania
$313M -$2.24M -0.7% 1.24% 65.6% 101 21.78% 0.9
West Coast Financial
2534
West Coast Financial
California
$313M -$1.71M -0.5% 3.72% 22.2% 124 11.29% 2.5
PCM
2535
Prime Capital Management
Hong Kong
$313M -$33M -10% 9.57% 579% 6 0% 1.6
American National Bank & Trust
2536
American National Bank & Trust
Texas
$313M -$8.28M -3% 2.52% 102% 306 15.36% 2
Bouchey Financial Group
2537
Bouchey Financial Group
New York
$312M +$24.1M +8% 2.53% 66.7% 70 18.57% 2.1
Fairfield, Bush & Co
2538
Fairfield, Bush & Co
Connecticut
$312M -$8.83M -3% 2.81% 112% 154 10.39% 2.9
PCMK
2539
Paragon Capital Management (Kansas)
Kansas
$312M -$7.54M -2% 1.56% 87.5% 63 7.94% 3
Marietta Investment Partners
2540
Marietta Investment Partners
Wisconsin
$311M +$11M +4% 6.15% 160% 142 15.49% 1.9
QCI
2541
Quaker Capital Investments
Pennsylvania
$311M -$12.1M -4% 0.89% 107% 26 19.23% 2
Penobscot Investment Management
2542
Penobscot Investment Management
Massachusetts
$311M +$12.4M +4% 3.45% 103% 184 4.35% 3.1
HighPoint Advisor Group
2543
HighPoint Advisor Group
Illinois
$311M $0 0% 3.12% – 278 0% 1.2
Aviance Capital Partners
2544
Aviance Capital Partners
Florida
$311M +$36.7M +13% 3.31% 98.2% 215 12.56% 2.5
Columbia Asset Management
2545
Columbia Asset Management
Michigan
$310M +$11.3M +4% 2.65% 94.1% 179 10.06% 2.5
Pensionfund Sabic
2546
Pensionfund Sabic
Netherlands
$310M -$14.1M -4% 2.44% 63.6% 233 28.33% 1.3
Tortoise Investment Management
2547
Tortoise Investment Management
New York
$310M +$4.07M +1% 2.46% 40.2% 535 14.95% 2.4
LCM
2548
Lucha Capital Management
California
$310M +$113M +58% 7.77% 84.3% 38 68.42% 0.2
Private Capital Advisors
2549
Private Capital Advisors
Connecticut
$309M +$2.66M +0.9% 1.86% 132% 145 27.59% 2.2
Hills Bank & Trust
2550
Hills Bank & Trust
Iowa
$309M +$14.5M +5% 2.38% 52.8% 135 9.63% 2.7