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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)
Kelleher Financial Advisors
2701
Kelleher Financial Advisors
New York
$193M +$18.2M +10% 21.7% 72.4% 108 7.41% 0.5
OCM
2702
Orleans Capital Management
Louisiana
$193M +$9.12M +5% 8.35% 94.6% 101 7.92% 0.5
Bell Bank
2703
Bell Bank
North Dakota
$193M -$93.4M -33% 7.43% 64.3% 182 11.54% 0.5
HCM
2704
Harvest Capital Management
New Hampshire
$193M +$30M +18% 8.7% 19.5% 82 13.41% 0.4
CI
2705
Chartist Inc
California
$193M +$18.6M +11% 7.95% – 53 18.87% 0.4
TC
2706
Taylor Cottrill
New Hampshire
$192M +$14.3M +8% 9.52% – 94 2.13% 0.5
ZCM
2707
Zebra Capital Management
Connecticut
$192M +$64.8M +51% 10% 142% 274 29.2% 0.4
Greenwood Gearhart
2708
Greenwood Gearhart
Arkansas
$192M +$20.3M +12% 9.81% 70.6% 52 0% 0.5
Verus Financial Partners
2709
Verus Financial Partners
Virginia
$192M +$8.98M +5% 6.09% 41.6% 45 11.11% 0.4
SKP
2710
Sanborn Kilcollin Partners
Illinois
$192M +$2.35M +1% 8.04% – 20 0% 0.5
NI
2711
NFC Investments
Tennessee
$191M +$8.1M +4% 5.5% – 41 9.76% 0.5
WPP
2712
Whalerock Point Partners
Rhode Island
$191M – – 7.38% 103% 126 – 0
NCMW
2713
Northern Capital Management (Wisconsin)
Wisconsin
$191M +$20.1M +12% 8.96% 12.8% 149 18.79% 0.4
CKW Financial Group
2714
CKW Financial Group
Hawaii
$191M – – 7.9% 62.4% 326 – 0
NRCM
2715
Northern Right Capital Management
Connecticut
$191M +$29.8M +18% 18.7% 187% 20 45% 0.4
PSC
2716
Prentiss Smith & Co
Vermont
$191M -$1.68M -0.9% 7.24% 63.9% 272 15.44% 0.4
JA
2717
JOYN Advisors
Georgia
$191M -$9.5M -5% 7.67% 0.77% 63 44.44% 0.3
CCM
2718
Carderock Capital Management
Maryland
$191M +$18.2M +11% 8.79% 88.6% 94 7.45% 0.5
LCP
2719
Lamond Capital Partners
California
$191M +$20.8M +12% 10.7% 54.3% 21 61.9% 0.3
BRCM
2720
Bright Rock Capital Management
Massachusetts
$190M +$12.2M +7% 8.35% 53.1% 86 10.47% 0.4
DAM
2721
Doheny Asset Management
California
$190M +$7.99M +4% 9.55% 135% 105 13.33% 0.5
BOIA
2722
Bush ODonnell Investment Advisors
Missouri
$189M -$18.8M -9% 9.27% 45.9% 49 8.16% 0.5
MA
2723
Marshwinds Advisory
Georgia
$189M +$15.1M +9% 9.12% 32.9% 143 2.8% 0.5
RSVP
2724
Ramsay Stattman Vela & Price
Colorado
$189M +$15.5M +9% 8.56% 64.3% 53 9.43% 0.5
ILM
2725
Indigo Latam Management
Arizona
$189M – – 6.55% 39.3% 1 – 0