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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)
JNBA Financial Advisors
2551
JNBA Financial Advisors
Minnesota
$235M -$29M -11% 6.89% 61.8% 570 8.07% 1.7
American National Bank & Trust
2552
American National Bank & Trust
Texas
$235M -$15.4M -6% 9.45% 102% 329 30.4% 1.1
MHP
2553
Manatuck Hill Partners
Connecticut
$235M -$93.5M -28% 5.19% 556% 91 41.76% 1.2
Boyd Watterson Asset Management
2554
Boyd Watterson Asset Management
Ohio
$234M -$21.6M -8% 5.63% 101% 173 4.62% 1.9
New England Private Wealth Advisors
2555
New England Private Wealth Advisors
Massachusetts
$234M -$28.8M -11% 7.37% 55.8% 117 17.09% 1.6
TI
2556
Telemetry Investments
New York
$234M +$11.9M +5% 2.75% 77.4% 218 69.72% 0.3
BRR OpCo
2557
BRR OpCo
Ohio
$233M -$11.4M -5% 6.02% 23.6% 107 11.21% 1.9
Roundview Capital
2558
Roundview Capital
New Jersey
$233M -$32.4M -12% 7.26% 77.7% 181 29.28% 1.4
EVM
2559
Evelyn V. Moreno
$233M -$18.7M -7% 6.88% 39.4% 72 5.56% 1.7
Spitfire Capital
2560
Spitfire Capital
California
$233M -$27.4M -11% 13.1% 25.9% 23 4.35% 1.5
SPC Financial Inc
2561
SPC Financial Inc
Maryland
$233M -$124M -35% 8.54% 65.1% 121 23.14% 1.5
AB
2562
Atlas Brown
Kentucky
$232M -$24.8M -10% 5.12% 115% 112 3.57% 1.7
PH
2563
Pinnacle Holdings
Oklahoma
$232M -$41.7M -15% 13.2% 79.6% 242 16.53% 1.6
Madison International Realty Holdings
2564
Madison International Realty Holdings
New York
$232M +$85.4M +58% 0.52% – 3 33.33% 0.5
Equitec Specialists
2565
Equitec Specialists
Illinois
$232M -$154M -40% 3.4% 65.4% 135 44.44% 0.3
Whalerock Point Partners
2566
Whalerock Point Partners
Rhode Island
$232M -$10.1M -4% 7.36% 103% 162 15.43% 1.4
Perella Weinberg Partners Capital Management
2567
Perella Weinberg Partners Capital Management
New York
$232M -$78.1M -25% 7.81% 1.52% 77 64.94% 0.4
Waldron Private Wealth
2568
Waldron Private Wealth
Pennsylvania
$232M -$21.6M -9% 7.66% 68.7% 159 32.08% 1.1
MPEM
2569
Marathon Partners Equity Management
New York
$231M -$15.3M -6% 11.4% – 31 25.81% 1
OA
2570
Outfitter Advisors
Virginia
$231M -$28.1M -11% 6.59% 35.6% 150 12.67% 1.9
IMAS
2571
ID Management A/S
Denmark
$231M – – 8.4% – 275 – 0.6
Birinyi Associates
2572
Birinyi Associates
Connecticut
$231M +$83.8M +57% 3.34% 113% 97 24.74% 1.6
Hengehold Capital Management
2573
Hengehold Capital Management
Ohio
$230M -$48.9M -18% 7.27% 54.5% 84 19.05% 1.4
Thomas J. Herzfeld Advisors
2574
Thomas J. Herzfeld Advisors
Florida
$230M -$7.85M -3% 10.6% 17.7% 346 17.34% 1.3
Northern Capital Management (Wisconsin)
2575
Northern Capital Management (Wisconsin)
Wisconsin
$230M +$15M +7% 9.71% 12.8% 164 26.83% 1.2