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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)
MCP
2551
Moab Capital Partners
New York
$218M +$49.8M +30% 17% 89.3% 37 29.73% 0.4
WC
2552
Whitnell & Co
Illinois
$218M +$15.1M +7% 7.78% 36.6% 279 10.04% 0.5
Trinity Street Asset Management
2553
Trinity Street Asset Management
United Kingdom
$218M – – 4.32% 76.9% 10 – 0
Flowering Tree Investment Management
2554
Flowering Tree Investment Management
Singapore
$218M +$20.2M +10% 24.2% 47.4% 9 22.22% 0.4
Roanoke Asset Management
2555
Roanoke Asset Management
New Jersey
$218M +$11.5M +6% 11% 50.3% 116 6.03% 0.2
PCM
2556
Peg Capital Management
New Hampshire
$217M +$21.3M +11% 7.34% – 35 5.71% 0.5
AHC
2557
Adams Hill Capital
Connecticut
$217M – – 18.6% – 22 – 0
Matterhorn Capital Management
2558
Matterhorn Capital Management
Texas
$217M +$17.2M +9% 10.4% 38.8% 58 8.62% 0.5
J.H. Whitney Capital Partners
2559
J.H. Whitney Capital Partners
Connecticut
$217M -$52.4M -19% 19.5% 95.7% 1 0% 0.5
MBE
2560
Michael B. Elefante
$217M +$17.3M +9% 11.4% – 114 12.28% 0.4
SNS Financial Group
2561
SNS Financial Group
Minnesota
$217M +$59.1M +37% 7.34% 54.2% 156 41.03% 0.3
Edge Wealth Management
2562
Edge Wealth Management
New York
$216M +$52.6M +32% 8.73% 75.3% 403 26.05% 0.4
Xponance
2563
Xponance
Pennsylvania
$216M – – 8.29% 144% 39 – 0
Monetary Management Group
2564
Monetary Management Group
Missouri
$216M +$25.5M +13% 11.3% 138% 274 32.12% 0.3
BP
2565
Boston Provident
New Jersey
$215M -$151M -41% 25% – 50 28% 0.4
Cutter & Co Brokerage
2566
Cutter & Co Brokerage
Missouri
$215M -$9.14M -4% 4.82% 40.4% 236 20.34% 0.4
PAS
2567
Partnervest Advisory Services
California
$215M +$19M +10% 5.33% 45.1% 1,173 26.6% 0.4
Bow Street
2568
Bow Street
New York
$215M – – 20.7% 43.3% 29 – 0
NAMP
2569
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$215M +$18.9M +10% 9.35% 90.2% 96 10.42% 0.4
LC
2570
Lilley & Co
Michigan
$215M +$23.9M +13% 8.24% – 108 6.48% 0.5
Barnett & Company
2571
Barnett & Company
Tennessee
$215M +$20.2M +10% 7.99% 65.9% 201 14.43% 0.4
Boyd Watterson Asset Management
2572
Boyd Watterson Asset Management
Ohio
$214M +$4.64M +2% 8.24% 101% 180 11.67% 0.4
America First Investment Advisors
2573
America First Investment Advisors
Nebraska
$214M +$14.3M +7% 8.71% 78.2% 200 2.5% 0.4
First Financial Corp
2574
First Financial Corp
Indiana
$214M +$10.7M +5% 11.4% 95.3% 464 5.39% 0.5
Lafayette Investments
2575
Lafayette Investments
Maryland
$214M +$8.09M +4% 8.63% 77.9% 69 7.25% 0.5