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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)
EFL
2776
ERn Financial LLC
Wisconsin
$667M +$9.23M +1% 0.04% 61.2% 198 9.6% 3.1
CDAM (UK)
2777
CDAM (UK)
United Kingdom
$666M -$10.4M -2% 1.93% 7.89% 10 0% 3.8
CIA
2778
Covington Investment Advisors
Pennsylvania
$666M +$1.1M +0.2% 3.43% 100% 75 9.33% 6.2
SPX Gestao de Recursos
2779
SPX Gestao de Recursos
Brazil
$666M -$90.6M -12% 0.28% 98.1% 136 77.94% 0.4
Pinnacle Wealth Planning Services
2780
Pinnacle Wealth Planning Services
Ohio
$666M -$70.7M -10% 3.44% 84.5% 578 40.48% 3.4
MI
2781
MMCAP International
Cayman Islands
$665M -$54.1M -8% 5.72% 184% 182 31.87% 1.3
Graham Holdings Co Master Retirement Trust
2782
Graham Holdings Co Master Retirement Trust
Virginia
$665M +$640K +0.1% 0.25% 46% 2 0% 2.3
Capital Investment Counsel Inc
2783
Capital Investment Counsel Inc
North Carolina
$664M -$33M -5% 4.89% 174% 259 17.37% 4.9
EnCap Energy Capital Fund XI
2784
EnCap Energy Capital Fund XI
Texas
$664M -$60.6M -8% 7.14% 21% 2 0% 0.6
CPIH
2785
Consolidated Press International Holdings
Australia
$663M +$23.3M +4% 12.9% – 15 6.67% 1
Waterfall Asset Management
2786
Waterfall Asset Management
New York
$662M -$219M -25% 1.34% – 6 16.67% 0.6
HCP
2787
Holt Capital Partners
Texas
$662M +$4.12M +0.6% 1.17% 69.5% 153 2.61% 6.8
Archford Capital Strategies
2788
Archford Capital Strategies
Illinois
$661M -$2.62M -0.4% 1.15% 87.4% 273 9.52% 4.6
CBT
2789
Central Bank & Trust
Kentucky
$661M -$64.8M -9% 0.46% 118% 195 8.72% 7.7
Teza Capital Management
2790
Teza Capital Management
Illinois
$660M -$251M -28% 0.31% 133% 745 59.73% 0.5
Evermay Wealth Management
2791
Evermay Wealth Management
Virginia
$660M +$38M +6% 0.75% 56.2% 616 11.53% 3.6
Shay Capital
2792
Shay Capital
New York
$660M -$58.3M -8% 21.7% 166% 480 70.42% 0.5
Secure Asset Management
2793
Secure Asset Management
Michigan
$659M +$65.8M +11% 3.35% 97.2% 353 22.66% 1.5
Titan Global Capital Management USA
2794
Titan Global Capital Management USA
New York
$659M +$19.1M +3% 7.57% 191% 65 9.23% 2.2
King Street Capital Management
2795
King Street Capital Management
New York
$659M +$514M +355% 0.6% 140% 16 37.5% 0.5
Meridian Wealth Partners
2796
Meridian Wealth Partners
Pennsylvania
$659M +$16.1M +3% 1.03% 54.2% 115 13.91% 3.1
Mainstay Capital Management
2797
Mainstay Capital Management
Michigan
$658M +$60.3M +10% 5.13% 131% 117 15.38% 2.7
GA
2798
GFS Advisors
Texas
$658M +$187M +40% 0.91% 97.9% 159 34.59% 3.7
Hunter Associates Investment Management
2799
Hunter Associates Investment Management
Pennsylvania
$657M +$10.9M +2% 1.08% 81.7% 268 9.33% 4.6
Premier Path Wealth Partners
2800
Premier Path Wealth Partners
New Jersey
$656M +$21.9M +3% 1.68% 98.8% 386 10.1% 0.9