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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)
Brian C. Broderick
2676
Brian C. Broderick
$236M +$11.3M +5% 5.05% 98.6% 119 17.65% 1.2
Pacific Ridge Capital Partners
2677
Pacific Ridge Capital Partners
Oregon
$236M +$41.9M +22% 11.8% 149% 153 6.54% 0.9
Aston Asset Management
2678
Aston Asset Management
Illinois
$235M -$189M -45% 5.43% 26.1% 148 15.54% 1.1
HCP
2679
Holt Capital Partners
Texas
$235M +$14.7M +7% 2.91% 69.5% 246 57.72% 0.4
Ipswich Investment Management
2680
Ipswich Investment Management
Massachusetts
$235M -$267K -0.1% 2.46% 104% 144 15.28% 1.2
Permian Investment Partners
2681
Permian Investment Partners
Texas
$234M +$71.6M +44% 1.17% 78.6% 15 33.33% 0.4
Boyd Watterson Asset Management
2682
Boyd Watterson Asset Management
Ohio
$234M +$5.86M +3% 2.77% 101% 182 8.79% 1.3
Ridgemont Partners Management
2683
Ridgemont Partners Management
North Carolina
$234M +$9.8M +4% 5.25% 45.6% 6 0% 1.1
Baker Street Capital Management
2684
Baker Street Capital Management
California
$234M -$16.5M -7% 0.26% 78.6% 10 40% 0.4
United Asset Strategies
2685
United Asset Strategies
New York
$234M +$10.9M +5% 3.97% 94.6% 150 28% 0.7
Strategic Point Investment Advisors
2686
Strategic Point Investment Advisors
Rhode Island
$234M +$8.57M +4% 5.79% 51.9% 12 16.67% 1.2
Greatmark Investment Partners
2687
Greatmark Investment Partners
Georgia
$234M +$18.2M +8% 5.61% 62% 94 10.64% 1.3
Cutler Capital Management
2688
Cutler Capital Management
Massachusetts
$234M -$4.59M -2% 1.69% 39.7% 88 12.5% 1
Hanson & Doremus Investment Management
2689
Hanson & Doremus Investment Management
Vermont
$233M +$12.1M +5% 3.02% 86.3% 462 9.09% 1.3
Battery Partners IX
2690
Battery Partners IX
Massachusetts
$233M – – 1.67% 322% 3 – 0.5
Bar Harbor Trust Services
2691
Bar Harbor Trust Services
Maine
$233M +$9.9M +4% 5.65% 86.4% 101 26.73% 1.1
Rosenblum Silverman Sutton
2692
Rosenblum Silverman Sutton
California
$232M +$10M +5% 7.33% 90.1% 82 18.29% 0.9
Brouwer & Janachowski
2693
Brouwer & Janachowski
California
$232M +$22.7M +11% 0.34% 41.8% 53 11.32% 0.9
12th Street Asset Management Company
2694
12th Street Asset Management Company
Tennessee
$231M – – 12.9% 106% 16 – 0
ARS Wealth Advisors
2695
ARS Wealth Advisors
Florida
$231M +$15.6M +7% 3.12% 62.5% 81 20.99% 0.8
Spectrum Management Group
2696
Spectrum Management Group
Indiana
$231M +$68.7M +42% 4.94% 44% 153 25.49% 0.8
SWK
2697
Stephen W. Kidder
$231M +$10.6M +5% 5.27% 94.7% 99 5.05% 1
NFC Investments
2698
NFC Investments
Tennessee
$231M +$4.65M +2% 1.51% – 43 16.28% 1.3
MU Investments Company
2699
MU Investments Company
Japan
$230M +$27.2M +13% 6.16% 40.4% 333 10.51% 1.3
NAMP
2700
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$230M +$258K +0.1% 4.81% 90.2% 113 9.73% 1.2