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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)
FPFS
2751
First Personal Financial Services
North Carolina
$322M -$28.3M -8% 2.42% 31.5% 821 37.03% 2.6
Peter Svennilson
2752
Peter Svennilson
$322M -$28.2M -8% 9.89% – 4 0% 0.6
Hanson & Doremus Investment Management
2753
Hanson & Doremus Investment Management
Vermont
$322M +$6.24M +2% 1.34% 86.3% 493 12.58% 4.1
Altavista Wealth Management
2754
Altavista Wealth Management
North Carolina
$322M +$9.45M +3% 1% 80.6% 169 8.28% 3.6
Schneider Downs Wealth Management Advisors
2755
Schneider Downs Wealth Management Advisors
Pennsylvania
$322M +$35.1M +12% 0.04% 55% 77 20.78% 1.7
GM Advisory Group
2756
GM Advisory Group
New York
$322M +$3.29M +1% 2.67% 53.6% 120 14.17% 2.3
BCM
2757
BlueMar Capital Management
Florida
$321M -$21.8M -6% 0.88% 27.4% 54 42.59% 1.3
Berman Capital Advisors
2758
Berman Capital Advisors
Georgia
$321M +$6.51M +2% 0.06% 48.2% 1,702 15.69% 0.7
Kontiki Capital Management (HK)
2759
Kontiki Capital Management (HK)
Hong Kong
$321M +$9.7M +3% 4.21% 90.6% 5 0% 1.3
EnCap Energy Capital Fund IX
2760
EnCap Energy Capital Fund IX
Texas
$321M -$77.5M -19% 18.8% 69.2% 3 0% 2.1
Frazier Management
2761
Frazier Management
Washington
$320M -$70.4M -18% 22.9% 408% 19 5.26% 1.7
Bright Rock Capital Management
2762
Bright Rock Capital Management
Massachusetts
$320M +$6.57M +2% 4.36% 53.1% 77 7.79% 3.8
Penn Davis McFarland
2763
Penn Davis McFarland
Texas
$320M +$23.9M +8% 3.04% 100% 45 15.56% 2.8
Traynor Capital Management
2764
Traynor Capital Management
Pennsylvania
$320M +$12M +4% 0.36% 225% 189 21.16% 2.6
Waddell & Associates
2765
Waddell & Associates
Tennessee
$319M -$10.9M -3% 0.15% 194% 18 11.11% 0.6
Security National Trust
2766
Security National Trust
West Virginia
$319M +$251K +0.1% 1.61% 58.3% 375 4.8% 5
D.L. Carlson Investment Group
2767
D.L. Carlson Investment Group
New Hampshire
$319M -$5.42M -2% 1.79% 113% 165 18.79% 3.3
Affinity Investment Advisors
2768
Affinity Investment Advisors
California
$319M -$30M -9% 3.01% 189% 153 20.26% 2.2
American Investment Services
2769
American Investment Services
Massachusetts
$318M +$3.26M +1% 2.2% 63.1% 138 5.8% 3.2
CIA
2770
CSat Investment Advisory
Michigan
$318M +$35M +12% 0.91% 87.4% 1,085 2.3% 0.8
Maven Securities
2771
Maven Securities
Jersey
$317M +$167M +111% 1.96% 135% 246 85.77% 0.1
Red Cedar Investment Management
2772
Red Cedar Investment Management
Michigan
$317M +$43.4M +16% 1.19% 81.4% 26 15.38% 0.9
OIA
2773
Optimum Investment Advisors
Illinois
$317M +$8.5M +3% 2.17% 125% 1,058 16.64% 2.1
CCP
2774
Caymus Capital Partners
Texas
$317M -$138M -30% 11.7% 57.3% 39 48.72% 0.5
Oxford Financial Group
2775
Oxford Financial Group
Indiana
$317M +$11.5M +4% 0.09% 77.2% 50 4% 1.7