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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)
Baker Ellis Asset Management
2751
Baker Ellis Asset Management
Washington
$339M +$60M +22% 16.9% 91.9% 205 17.56% 4.4
Formidable Asset Management
2752
Formidable Asset Management
Ohio
$339M +$85.1M +34% 24.2% 52.2% 312 41.67% 0.5
Personal CFO Solutions
2753
Personal CFO Solutions
New Jersey
$338M +$59.5M +21% 22.1% 91.4% 359 36.21% 0.5
Parsifal Capital Management
2754
Parsifal Capital Management
Connecticut
$338M +$65M +24% 24.2% 154% 21 52.38% 0.2
Old West Investment Management
2755
Old West Investment Management
California
$338M +$205M +154% 44.9% 242% 62 22.58% 2.1
PW
2756
Price Wealth
Texas
$338M +$62M +22% 17.2% 17.5% 598 63.04% 0.7
Intel Corp
2757
Intel Corp
California
$338M +$127M +61% 60.9% 9.79% 4 25% 2
AAA
2758
Adams Asset Advisors
Texas
$337M +$87.5M +35% 34.4% 66.8% 81 16.05% 2.9
Lindbrook Capital
2759
Lindbrook Capital
California
$337M +$72.5M +27% 18.1% 35.8% 1,982 24.42% 1
INVST
2760
INVST
Indiana
$337M +$95.5M +40% 14.7% 78.5% 159 40.25% 0.8
Mengis Capital Management
2761
Mengis Capital Management
Oregon
$337M +$44M +15% 18% 104% 162 6.17% 3.3
Ashton Thomas Private Wealth
2762
Ashton Thomas Private Wealth
Arizona
$337M +$92.3M +38% 19.6% 77.5% 259 30.5% 0.7
Hunter Associates Investment Management
2763
Hunter Associates Investment Management
Pennsylvania
$337M +$78.5M +30% 20.4% 81.7% 189 22.22% 4
MPM Asset Management
2764
MPM Asset Management
Massachusetts
$336M +$172M +104% 41.7% 5.89% 6 16.67% 2.3
Archford Capital Strategies
2765
Archford Capital Strategies
Illinois
$336M +$79.9M +31% 18.8% 87.4% 258 23.26% 2.6
Capital Planning Advisors
2766
Capital Planning Advisors
California
$336M +$67.8M +25% 22.9% 64.2% 135 21.48% 2.4
Waddell & Associates
2767
Waddell & Associates
Tennessee
$336M +$84.3M +34% 19.5% 194% 30 33.33% 0.8
D.L. Carlson Investment Group
2768
D.L. Carlson Investment Group
New Hampshire
$335M +$70.8M +27% 34.1% 113% 157 22.93% 3.3
VM
2769
VPR Management
Texas
$335M +$28.6M +9% 17.7% 54.5% 25 0% 2.1
Lathrop Investment Management
2770
Lathrop Investment Management
Arkansas
$335M +$50.8M +18% 21.3% 72.2% 69 7.25% 4.2
Ovata Capital Management
2771
Ovata Capital Management
Hong Kong
$334M +$184M +122% 16.3% 69.1% 199 83.42% 0
Sound Income Strategies
2772
Sound Income Strategies
Florida
$334M +$43.8M +15% 21.3% 31.4% 927 12.62% 1.7
Front Street Capital Management
2773
Front Street Capital Management
Montana
$334M +$57.4M +21% 22.4% 316% 60 13.33% 2.9
St Louis Trust
2774
St Louis Trust
Missouri
$334M +$69.3M +26% 22.9% 71.4% 89 17.98% 3
Integral Health Asset Management
2775
Integral Health Asset Management
New York
$334M +$107M +47% 36% 564% 80 61.25% 0.2