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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)
Focused Wealth Management
2601
Focused Wealth Management
New York
$300M +$32M +12% 3.94% 73.9% 788 18.91% 2.9
RC
2602
Reik & Co
New York
$300M +$225K +0.1% 0.29% 38.6% 45 0% 3.6
Naples Global Advisors
2603
Naples Global Advisors
Florida
$300M +$17.6M +6% 4.29% 103% 276 7.25% 2.5
KCP
2604
KDI Capital Partners
North Carolina
$299M +$5.95M +2% 3.84% 77.1% 64 18.75% 1.7
Flagship Pioneering
2605
Flagship Pioneering
Massachusetts
$299M +$15.4M +5% 33.8% 13.3% 4 0% 1
Palouse Capital Management
2606
Palouse Capital Management
Washington
$299M +$24M +9% 3.36% 67.8% 114 17.54% 1.6
Azzad Asset Management
2607
Azzad Asset Management
Virginia
$299M +$20.1M +7% 5.59% 101% 301 8.97% 2.1
Mountain Lake Investment Management
2608
Mountain Lake Investment Management
Florida
$299M +$44.5M +18% 10.2% 64% 35 28.57% 1
PI
2609
PHH Investments
Texas
$299M +$7.74M +3% 2.87% 30.9% 76 19.74% 0.6
City Holding Co
2610
City Holding Co
West Virginia
$299M +$14.9M +5% 4.55% 89.2% 617 11.67% 2.5
OIA
2611
Optimum Investment Advisors
Illinois
$299M +$9.6M +3% 4.62% 125% 318 13.84% 2.7
Laurel Wealth Advisors (California)
2612
Laurel Wealth Advisors (California)
California
$298M +$16.8M +6% 3.66% 33% 355 16.9% 1.1
PCMK
2613
Paragon Capital Management (Kansas)
Kansas
$298M -$13.6M -4% 4.34% 87.5% 61 8.2% 3.3
Whitney & Co
2614
Whitney & Co
New York
$298M -$6.98M -2% 4.15% 93.2% 107 2.8% 3.1
SFSIG
2615
San Francisco Sentry Investment Group
California
$298M +$17M +6% 5.2% 436% 955 22.41% 0.7
Hunting Hill Global Capital
2616
Hunting Hill Global Capital
New York
$298M -$86M -22% 11.1% 132% 29 62.07% 0.3
Atlantic Union Bankshares
2617
Atlantic Union Bankshares
Virginia
$297M +$8.09M +3% 2.55% 78.9% 145 6.9% 2.6
United Fire Group
2618
United Fire Group
Iowa
$297M +$15.2M +5% 6.3% 27.4% 118 4.24% 3.7
RIM
2619
Regent Investment Management
Kentucky
$297M +$12.8M +5% 4.57% 44% 221 9.5% 2.8
Welch Capital Partners
2620
Welch Capital Partners
New York
$297M -$5.22M -2% 1.07% 79.2% 48 20.83% 1.8
Van Hulzen Asset Management
2621
Van Hulzen Asset Management
California
$296M +$44.4M +18% 2.94% 86.3% 198 37.88% 1.1
JA
2622
JVL Advisors
Texas
$296M -$5.76M -2% 14.3% 89.4% 13 46.15% 2.4
Farmers Trust Company
2623
Farmers Trust Company
Ohio
$296M +$13.8M +5% 3.72% 73.5% 139 9.35% 3
KG Funds Management
2624
KG Funds Management
New York
$296M +$69M +30% 7.8% 45.8% 9 22.22% 1
WrapManager Inc
2625
WrapManager Inc
California
$296M +$9.25M +3% 2.93% 64.6% 252 11.11% 1.4