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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)
Private Vista
2551
Private Vista
Illinois
$343M +$9.5M +3% 2.05% 10.1% 157 61.15% 0.6
PCM
2552
Perritt Capital Management
Illinois
$343M -$16.3M -5% 5.29% 80.9% 238 11.76% 2.9
Hawk Ridge Capital Management
2553
Hawk Ridge Capital Management
California
$342M +$41.8M +14% 3.11% 84.9% 49 36.73% 0.6
P.J. Schmidt Investment Management (PJS)
2554
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342M -$11.5M -3% 2.28% 65.9% 140 9.29% 3.2
Cypress Asset Management
2555
Cypress Asset Management
Texas
$341M -$123M -27% 1.67% 141% 197 19.29% 3.2
BDT Capital Partners
2556
BDT Capital Partners
Illinois
$341M -$82.6M -19% 19.5% 25.5% 1 0% 4.8
Quantitative Advantage
2557
Quantitative Advantage
Minnesota
$341M +$4.61M +1% 0.14% 45.9% 60 23.33% 1.2
Gateway Advisory
2558
Gateway Advisory
New Jersey
$341M -$19.8M -5% 0.39% 26% 104 40.38% 1.4
Accident Compensation Corp
2559
Accident Compensation Corp
New Zealand
$341M -$21.1M -6% 2.96% 24.6% 128 20.31% 1.5
Columbia Asset Management
2560
Columbia Asset Management
Michigan
$341M -$7.41M -2% 1.4% 94.1% 186 6.99% 3
Yorktown Energy Partners VIII
2561
Yorktown Energy Partners VIII
New York
$341M -$15.3M -4% 2.82% 15.2% 3 0% 1.8
Arrow Investment Advisors
2562
Arrow Investment Advisors
Maryland
$340M -$18.8M -5% 0.35% 36.3% 81 24.69% 1.3
Proficio Capital Partners
2563
Proficio Capital Partners
Massachusetts
$340M +$29.7M +10% 0.96% 97% 1,381 8.62% 1.7
OIA
2564
Optimum Investment Advisors
Illinois
$340M +$25.9M +8% 0.12% 125% 1,023 69.5% 0.9
Prana Capital Management
2565
Prana Capital Management
Connecticut
$340M +$46.7M +16% 0.25% 36.6% 61 68.85% 0.1
KWMG LLC
2566
KWMG LLC
Kansas
$340M +$7.58M +2% 0.39% 76.2% 115 6.96% 2.3
Institute for Wealth Management
2567
Institute for Wealth Management
Colorado
$339M -$94M -22% 0.86% 137% 428 49.77% 0.8
ArchPoint Investors
2568
ArchPoint Investors
Florida
$339M +$18.7M +6% 0.09% 111% 169 19.53% 1.7
United Asset Strategies
2569
United Asset Strategies
New York
$339M -$33.8M -9% 0.92% 94.6% 216 21.76% 1.2
Vision Capital Management
2570
Vision Capital Management
Oregon
$339M -$4.76M -1% 1.38% 78.4% 100 29% 2.3
HEC
2571
Hudson Executive Capital
New York
$339M +$131M +63% 13.4% 127% 7 0% 1.1
Lutz Financial Services
2572
Lutz Financial Services
Nebraska
$339M -$4.04M -1% 2.11% 35.3% 49 14.29% 0.2
HSG Holding
2573
HSG Holding
Hong Kong
$338M -$7.92M -2% 15.3% 2.94% 7 28.57% 2.5
Matthew 25 Management Corp
2574
Matthew 25 Management Corp
Pennsylvania
$338M -$31.3M -8% 3.9% 141% 20 15% 3.6
Yorktown Management & Research Company
2575
Yorktown Management & Research Company
Virginia
$338M -$9.06M -3% 1.55% 223% 407 22.85% 1.3