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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)
OA
2676
Outfitter Advisors
Virginia
$253M +$6.23M +3% 5.45% 35.6% 137 9.49% 2.8
Longfellow Investment Management
2677
Longfellow Investment Management
Massachusetts
$253M -$33.8M -12% 16.2% 45.9% 74 81.08% 0.2
CIM
2678
Castleton Investment Management
Connecticut
$253M +$34.4M +16% 0.13% 15.1% 86 54.65% 0.3
Cedar Capital
2679
Cedar Capital
Illinois
$252M -$21.4M -8% 6.87% 98% 106 32.08% 0.6
Transform Wealth
2680
Transform Wealth
Colorado
$252M +$19.3M +8% 2.22% 48.4% 223 14.8% 0.4
LVZ Inc
2681
LVZ Inc
Michigan
$252M +$8.22M +3% 1.19% 52.9% 69 23.19% 1.2
Baldwin Investment Management
2682
Baldwin Investment Management
Pennsylvania
$252M +$17.7M +8% 9.39% 74.8% 126 8.73% 3
Beddow Capital Management
2683
Beddow Capital Management
Wyoming
$251M +$7.82M +3% 5.43% 50.7% 46 15.22% 2.7
VHMC
2684
Value Holdings Management Company
New York
$251M +$80.7M +47% 13.1% 125% 40 7.5% 2.2
Dynamic Advisor Solutions
2685
Dynamic Advisor Solutions
Arizona
$251M -$13.3M -5% 3.47% 70.9% 252 26.98% 1.5
Credential Securities
2686
Credential Securities
$251M +$30.2M +14% 2.83% 32.5% 282 15.6% 1.8
D'Orazio & Associates
2687
D'Orazio & Associates
Virginia
$251M +$998K +0.4% 2.47% 61.2% 306 13.4% 1.8
K.J. Harrison & Partners
2688
K.J. Harrison & Partners
Ontario, Canada
$251M +$40.5M +19% 5.02% 140% 251 38.65% 1.2
Peak Asset Management
2689
Peak Asset Management
Colorado
$250M +$12M +5% 2.32% 70.1% 154 12.34% 1.4
Capital City Trust
2690
Capital City Trust
Florida
$250M +$2.31M +0.9% 1.61% 98.5% 105 10.48% 2.7
AA
2691
Antipodean Advisors
New York
$250M +$47.6M +24% 21.4% 67.8% 24 45.83% 0.5
University of Notre Dame du Lac
2692
University of Notre Dame du Lac
Indiana
$250M +$134M +116% 2.77% – 58 50% 0.6
PA
2693
Paracle Advisors
Washington
$249M +$33.5M +16% 0.78% 30.9% 48 10.42% 1.3
DLG
2694
Daniel L. Goodwin
$249M -$33.7M -12% 4.91% 72.6% 110 22.73% 2.3
FDO Partners
2695
FDO Partners
Massachusetts
$248M +$16.6M +7% 0.97% – 291 72.51% 0.2
PI
2696
PHH Investments
Texas
$248M – – 0.21% 30.9% 65 – 0
Domani Wealth
2697
Domani Wealth
Pennsylvania
$248M -$15.4M -6% 3.33% 48.6% 119 17.65% 1.3
GoodHaven Capital Management
2698
GoodHaven Capital Management
New Jersey
$248M -$51.3M -17% 2.9% 80.7% 23 4.35% 2.7
Advisory Alpha
2699
Advisory Alpha
Michigan
$248M +$8.87M +4% 1% 50.3% 132 56.82% 1.3
Turner Investments
2700
Turner Investments
Pennsylvania
$248M -$54.7M -18% 6.58% 6.36% 315 61.59% 0.5