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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)
PWW
2651
Pettyjohn Wood & White
Virginia
$258M +$47.5M +23% 3.61% 70.9% 139 14.39% 2.4
Financial Planning & Information Services
2652
Financial Planning & Information Services
Wisconsin
$258M +$14.5M +6% 1.63% 13% 36 2.78% 2.5
GFG
2653
Gray Financial Group
Georgia
$257M +$16.2M +7% 1.86% – 66 54.55% 1.4
AC
2654
Amici Capital
New York
$257M -$126M -33% 1.98% 28.6% 106 61.32% 1.6
City Holding Co
2655
City Holding Co
West Virginia
$257M +$26M +11% 7.75% 89.2% 584 9.42% 2.1
PH
2656
Pinnacle Holdings
Oklahoma
$257M +$3.08M +1% 11.1% 79.6% 234 14.96% 2.2
SHCM
2657
Stokes & Hubbell Capital Management
Louisiana
$257M +$14.9M +6% 2.79% 31.2% 92 9.78% 1.1
Coastal Bridge Advisors
2658
Coastal Bridge Advisors
Connecticut
$257M +$51.5M +25% 5.4% 88.1% 85 30.59% 0.7
Kays Financial Advisory
2659
Kays Financial Advisory
Georgia
$257M +$21.8M +9% 0.71% 23.3% 79 30.38% 1.7
Naples Global Advisors
2660
Naples Global Advisors
Florida
$257M +$1.12M +0.4% 2.19% 103% 259 5.41% 2.2
Gargoyle Investment Advisor
2661
Gargoyle Investment Advisor
New Jersey
$257M -$7.72M -3% 8.94% 34.5% 220 32.27% 1
DGI
2662
Discovery Group I
Illinois
$256M +$12.3M +5% 6.09% – 32 62.5% 0.1
Jackson Wealth Management
2663
Jackson Wealth Management
Florida
$256M -$7.93M -3% 0.88% 72.1% 80 37.5% 1.1
Bell Bank
2664
Bell Bank
North Dakota
$256M +$97.3M +61% 0.14% 71% 128 13.28% 2
Vision Capital Management
2665
Vision Capital Management
Oregon
$256M +$17.3M +7% 3.13% 78.4% 85 7.06% 1.6
Golden Gate Private Equity
2666
Golden Gate Private Equity
California
$256M +$32.1M +14% 13.5% 8.72% 20 15% 0.9
Blue Chip Partners
2667
Blue Chip Partners
Michigan
$255M +$28.9M +13% 3.38% 81.2% 125 7.2% 1.7
Rodgers Brothers
2668
Rodgers Brothers
Pennsylvania
$255M +$6.2M +2% 3.87% 108% 181 12.15% 2.5
Bedell Frazier Investment Counselling
2669
Bedell Frazier Investment Counselling
California
$254M +$13.1M +5% 2.88% 72.5% 63 36.51% 1.3
Whalerock Point Partners
2670
Whalerock Point Partners
Rhode Island
$254M +$12.4M +5% 7.56% 103% 160 24.38% 2.1
TCGI
2671
Three Corner Global Investors
New York
$254M -$11.2M -4% 9.53% 57.5% 36 69.44% 0.3
Managed Asset Portfolios
2672
Managed Asset Portfolios
Michigan
$254M +$16.5M +7% 8.12% 99.2% 31 16.13% 2.3
Brookmont Capital Management
2673
Brookmont Capital Management
Texas
$254M -$14.5M -5% 5.33% 32.2% 53 11.32% 2.8
Marlowe Partners
2674
Marlowe Partners
New York
$254M +$117M +85% 7.1% 16.3% 14 42.86% 0.6
Feinberg Stephen
2675
Feinberg Stephen
$254M -$88.9M -26% 10.2% 54.3% 8 62.5% 1.3