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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)
MA
2826
Minerva Advisors
Pennsylvania
$173M +$11.3M +7% 15.3% 166% 83 10.84% 0.5
Charles River XIII
2827
Charles River XIII
Massachusetts
$173M – – 34.4% – 3 – 0.3
Enterprise Financial Services Corp (EFSC)
2828
Enterprise Financial Services Corp (EFSC)
Missouri
$172M +$14.2M +9% 10.8% 100% 1,317 11.01% 0.4
Cook & Bynum Capital Management
2829
Cook & Bynum Capital Management
Alabama
$172M +$13.7M +9% 8.7% 46.8% 5 0% 0.5
GGPS
2830
Gary Goldberg Planning Services
New York
$172M +$7.13M +4% 7.06% – 378 14.02% 0.5
Gould Asset Management
2831
Gould Asset Management
California
$172M +$12.4M +8% 6.89% 42.8% 88 12.5% 0.4
East Coast Asset Management
2832
East Coast Asset Management
Massachusetts
$171M +$18.9M +12% 9.14% 147% 127 4.72% 0.5
Aull & Monroe Investment Management
2833
Aull & Monroe Investment Management
Alabama
$171M +$17M +11% 8.68% 98.3% 113 6.19% 0.5
Financial Architects (New Jersey)
2834
Financial Architects (New Jersey)
New Jersey
$171M +$16.1M +10% 8.33% 31.3% 761 81.21% 0.5
Sloane Robinson
2835
Sloane Robinson
United Kingdom
$171M +$53.6M +46% 16.1% 175% 24 66.67% 0.3
PWW
2836
Pettyjohn Wood & White
Virginia
$171M +$9.32M +6% 8.24% 70.9% 102 6.86% 0.5
Windsor Capital Management
2837
Windsor Capital Management
Arizona
$170M -$2.26M -1% 2.46% 49.1% 433 15.47% 0.4
Patton Albertson Miller Group
2838
Patton Albertson Miller Group
Tennessee
$170M +$2.12M +1% 8.25% 109% 137 13.87% 0.4
NA
2839
NSB Advisors
New York
$170M -$2.4M -1% 6.1% – 29 6.9% 0.5
Interactive Financial Advisors
2840
Interactive Financial Advisors
Illinois
$170M +$6.27M +4% 4.17% 47.6% 72 2.78% 0.5
Mayfield XIII Management
2841
Mayfield XIII Management
California
$170M – – 30% – 2 – 0
LGC
2842
Laurel Grove Capital
California
$169M +$18.1M +12% 8.74% 59.2% 102 14.71% 0.4
WLC
2843
Wing Lake Capital
New York
$169M – – 13.8% – 26 – 0
Chesapeake Asset Management
2844
Chesapeake Asset Management
New York
$169M +$19.8M +13% 10.7% 153% 80 8.75% 0.4
SM
2845
SCFF Management
California
$169M +$63.3M +60% 33.1% – 4 25% 0.4
Stevens First Principles Investment Advisors
2846
Stevens First Principles Investment Advisors
California
$169M +$276K +0.2% 6.32% 44% 234 20.09% 0.4
GCA
2847
Gideon Capital Advisors
New York
$169M – – 6.88% 37.6% 177 – 0
Nebula Capital Management
2848
Nebula Capital Management
Connecticut
$169M +$14.2M +9% 7.79% 25.6% 35 28.57% 0.4
Crystal Rock Capital Management
2849
Crystal Rock Capital Management
Illinois
$169M +$13.2M +8% 9.87% 172% 32 21.88% 0.4
FAS Wealth Partners
2850
FAS Wealth Partners
Kansas
$168M – – 2.33% 72.3% 91 – 0