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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)
Mengis Capital Management
2801
Mengis Capital Management
Oregon
$501M +$26.6M +6% 7.25% 104% 171 6.43% 5.1
Cannell Capital
2802
Cannell Capital
Wyoming
$501M -$16.2M -3% 12.8% 127% 98 40.82% 1.8
CIA
2803
Covington Investment Advisors
Pennsylvania
$500M +$45.6M +10% 7.31% 100% 77 2.6% 6.3
Advantage Alpha Capital Partners
2804
Advantage Alpha Capital Partners
California
$500M +$20M +4% 7.45% 79.2% 120 31.67% 1.9
Harbor Capital Advisors
2805
Harbor Capital Advisors
Illinois
$500M +$153M +44% 10.3% 128% 667 64.02% 0.3
Arkansas Financial Group
2806
Arkansas Financial Group
Arkansas
$500M +$18.2M +4% 2.52% 39.1% 65 3.08% 3.7
Heritage Financial Services
2807
Heritage Financial Services
Massachusetts
$500M +$40.9M +9% 2.75% 38.3% 84 10.71% 1.1
LWANC
2808
Laurel Wealth Advisors (North Carolina)
North Carolina
$499M +$26.4M +6% 6.92% 63.3% 602 3.49% 3.3
Academy Capital Management
2809
Academy Capital Management
Texas
$499M +$32.7M +7% 12.7% 71.2% 36 11.11% 2.9
Ullmann Wealth Partners Group
2810
Ullmann Wealth Partners Group
Florida
$499M +$58.9M +13% 5.82% 62.2% 101 8.91% 3
Bridgewater Advisors
2811
Bridgewater Advisors
New York
$499M +$40.5M +9% 4.25% 61% 119 18.49% 3.2
HVM
2812
Harvest Volatility Management
Connecticut
$499M +$2.62M +0.5% 16.2% 24.3% 135 3.7% 2
Bayberry Capital Partners
2813
Bayberry Capital Partners
New York
$499M +$213M +75% 7.4% 99.7% 18 22.22% 0.9
CI
2814
CPMG Inc
Texas
$498M +$2.67M +0.5% 15.8% 878% 5 20% 2.4
Zevin Asset Management
2815
Zevin Asset Management
Massachusetts
$498M +$8.13M +2% 4.8% 71.7% 82 6.1% 5.4
Diversified Portfolios Inc
2816
Diversified Portfolios Inc
Michigan
$498M +$48.9M +11% 4.06% 38.2% 136 11.76% 3
JC
2817
Joho Capital
New York
$498M +$109M +28% 15.1% 80.2% 22 36.36% 1.4
BlueSky Wealth Advisors
2818
BlueSky Wealth Advisors
North Carolina
$498M +$14.1M +3% 3.03% 42.9% 80 12.5% 3.4
Jackson Thornton Wealth Management
2819
Jackson Thornton Wealth Management
Alabama
$497M +$54.5M +12% 4.24% 64.4% 40 20% 0.9
Harvest Fund Management
2820
Harvest Fund Management
China
$497M +$42.4M +9% 9.06% 327% 801 25.47% 1.9
Concentric Capital Strategies
2821
Concentric Capital Strategies
Connecticut
$497M +$192M +63% 11.4% 165% 205 68.29% 0.3
MPM BioImpact
2822
MPM BioImpact
Massachusetts
$497M +$112M +29% 27.2% 550% 41 41.46% 1.1
Cardinal Capital Management Inc (North Carolina)
2823
Cardinal Capital Management Inc (North Carolina)
North Carolina
$497M +$14.6M +3% 4.96% 86.4% 140 3.57% 6.9
Blue Edge Capital
2824
Blue Edge Capital
Virginia
$496M +$33.9M +7% 5.74% 67.4% 105 9.52% 5.2
Bayview Asset Management
2825
Bayview Asset Management
Florida
$496M -$88.6M -15% 9.92% 55.4% 7 0% 1.2