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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)
Rodgers Brothers
2701
Rodgers Brothers
Pennsylvania
$306M -$404K -0.1% 3.91% 108% 193 14.51% 3
K.J. Harrison & Partners
2702
K.J. Harrison & Partners
Ontario, Canada
$306M +$10.2M +3% 0.15% 140% 210 40.48% 1.6
McKinley Carter Wealth Services
2703
McKinley Carter Wealth Services
West Virginia
$306M +$15M +5% 1.22% 63.2% 440 65% 0.9
Lawson Kroeker Investment Management
2704
Lawson Kroeker Investment Management
Nebraska
$306M -$5.41M -2% 1.53% 69.7% 71 2.82% 3.8
Miller Investment Management
2705
Miller Investment Management
Pennsylvania
$305M -$22.5M -7% 2.64% 60.2% 78 8.97% 3.2
Montecito Bank & Trust
2706
Montecito Bank & Trust
California
$305M -$2.11M -0.7% 0.78% – 197 18.27% 2.6
Tairen Capital
2707
Tairen Capital
Hong Kong
$305M +$209M +218% 5.34% 462% 17 88.24% 0
FRG Family Wealth Advisors
2708
FRG Family Wealth Advisors
Washington
$305M -$8.44M -3% 0.37% 76.4% 154 11.04% 1.9
Northside Capital Management
2709
Northside Capital Management
Oregon
$305M -$46M -13% 2.37% 99.6% 65 1.54% 2.4
ARMC
2710
American Research & Management Company
Massachusetts
$305M -$19.5M -6% 0.84% 35.1% 397 15.11% 3.2
Summit Financial Wealth Advisors
2711
Summit Financial Wealth Advisors
Louisiana
$304M +$13.2M +5% 1.46% 71.4% 157 15.92% 1.8
BHZ Capital Management
2712
BHZ Capital Management
California
$304M +$24.3M +9% 0.63% 3.24% 120 15.83% 1.4
IA
2713
Independence Advisors
Pennsylvania
$303M +$6.8M +2% 1.11% 24.4% 80 10% 1.3
Capstone Financial Advisors
2714
Capstone Financial Advisors
Illinois
$303M +$35.1M +13% 0.84% 54.5% 102 24.51% 2.1
Snow Park Capital Partners
2715
Snow Park Capital Partners
New York
$303M +$65.3M +27% 5.97% – 79 59.49% 0.1
Wealth Architects
2716
Wealth Architects
California
$302M -$2.98M -1% 0.95% 80.1% 136 10.29% 2.4
JCIC Asset Management
2717
JCIC Asset Management
Ontario, Canada
$302M -$2.49M -0.8% 3.79% – 127 51.18% 1
Pacific Grove Capital
2718
Pacific Grove Capital
California
$302M +$90.7M +43% 7.95% 9.9% 101 51.49% 0.4
Arete Wealth Advisors
2719
Arete Wealth Advisors
Illinois
$302M -$5.57M -2% 0.54% 85.3% 357 22.97% 1.3
Advanced Asset Management Advisors
2720
Advanced Asset Management Advisors
Ohio
$301M -$2.91M -1% 0.09% 93.6% 128 6.25% 0.2
Raytheon Master Pension Trust
2721
Raytheon Master Pension Trust
Massachusetts
$301M +$90M +43% 2.13% 36.3% 5 0% 1.6
Greenline Partners
2722
Greenline Partners
New York
$301M -$279K -0.1% 1.78% 69.6% 71 14.08% 0.2
VHMC
2723
Value Holdings Management Company
New York
$301M +$15.3M +5% 3.26% 125% 30 6.67% 3.4
Foresite Capital Management II
2724
Foresite Capital Management II
California
$301M +$14.4M +5% 4.93% 66.2% 15 53.33% 1.2
Security National Trust
2725
Security National Trust
West Virginia
$301M -$9.6M -3% 1.69% 58.3% 409 9.78% 3.8