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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
JFA
2551
JNBA Financial Advisors
Minnesota
$235M -$29M -11% 6.89% 61.8% 570 8.07%
ANBT
2552
American National Bank & Trust
Texas
$235M -$15.4M -6% 9.45% 95.1% 329 30.4%
MHP
2553
Manatuck Hill Partners
Connecticut
$235M -$93.5M -28% 5.19% 556% 91 41.76%
BWAM
2554
Boyd Watterson Asset Management
Ohio
$234M -$21.6M -8% 5.63% 101% 173 4.62%
NEPWA
2555
New England Private Wealth Advisors
Massachusetts
$234M -$28.8M -11% 7.37% 51.3% 117 17.09%
TI
2556
Telemetry Investments
New York
$234M +$11.9M +5% 2.75% 77.4% 218 69.72%
BO
2557
BRR OpCo
Ohio
$233M -$11.4M -5% 6.02% 23.6% 107 11.21%
RC
2558
Roundview Capital
New Jersey
$233M -$32.4M -12% 7.26% 77.7% 181 29.28%
EVM
2559
Evelyn V. Moreno
$233M -$18.7M -7% 6.88% 39.4% 72 5.56%
SC
2560
Spitfire Capital
California
$233M -$27.4M -11% 13.1% 25.9% 23 4.35%
SFI
2561
SPC Financial Inc
Maryland
$233M -$124M -35% 8.54% 65.1% 121 23.14%
AB
2562
Atlas Brown
Kentucky
$232M -$24.8M -10% 5.12% 102% 112 3.57%
PH
2563
Pinnacle Holdings
Oklahoma
$232M -$41.7M -15% 13.2% 79.6% 242 16.53%
MIRH
2564
Madison International Realty Holdings
New York
$232M +$85.4M +58% 0.52% 3 33.33%
ES
2565
Equitec Specialists
Illinois
$232M -$154M -40% 3.4% 65.4% 135 44.44%
WPP
2566
Whalerock Point Partners
Rhode Island
$232M -$10.1M -4% 7.36% 103% 162 15.43%
PWPCM
2567
Perella Weinberg Partners Capital Management
New York
$232M -$78.1M -25% 7.81% 1.52% 77 64.94%
WPW
2568
Waldron Private Wealth
Pennsylvania
$232M -$21.6M -9% 7.66% 68.7% 159 32.08%
MPEM
2569
Marathon Partners Equity Management
New York
$231M -$15.3M -6% 11.4% 31 25.81%
OA
2570
Outfitter Advisors
Virginia
$231M -$28.1M -11% 6.59% 35.6% 150 12.67%
IMAS
2571
ID Management A/S
Denmark
$231M 8.4% 275
BA
2572
Birinyi Associates
Connecticut
$231M +$83.8M +57% 3.34% 113% 97 24.74%
HCM
2573
Hengehold Capital Management
Ohio
$230M -$48.9M -18% 7.27% 48.1% 84 19.05%
TJHA
2574
Thomas J. Herzfeld Advisors
Florida
$230M -$7.82M -3% 10.6% 17.7% 346 17.34%
NCMW
2575
Northern Capital Management (Wisconsin)
Wisconsin
$230M +$15M +7% 9.71% 12.8% 164 26.83%