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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)
Dorsey Asset Management
2826
Dorsey Asset Management
Illinois
$277M +$46.6M +20% 10.2% 122% 11 18.18% 0.7
Cambridge Advisors
2827
Cambridge Advisors
Nebraska
$277M +$17M +7% 4.73% 58.6% 145 6.9% 2.4
Alaska Wealth Advisors
2828
Alaska Wealth Advisors
Alaska
$277M – – 2.79% 44.3% 45 – 0
BP Capital Fund Advisors
2829
BP Capital Fund Advisors
Texas
$277M +$45.3M +20% 4.72% 17.9% 58 18.97% 1.1
EFG Asset Management (Americas)
2830
EFG Asset Management (Americas)
Florida
$277M +$12.9M +5% 5.8% 112% 143 17.48% 1.7
BRCA
2831
Birch Run Capital Advisors
Texas
$276M -$7.9M -3% 6.46% 8.22% 18 22.22% 2.5
IFS
2832
Ifrah Financial Services
Arkansas
$276M +$12.3M +5% 4.1% 64.1% 212 17.45% 2.3
Harvey Capital Management
2833
Harvey Capital Management
Florida
$276M +$28.1M +11% 8.51% 147% 85 12.94% 2.6
BA
2834
BKS Advisors
Michigan
$276M +$18.2M +7% 7.67% 58% 230 14.78% 1.7
Greatmark Investment Partners
2835
Greatmark Investment Partners
Georgia
$276M +$14.6M +6% 10.2% 62% 122 9.02% 3
Meristem Family Wealth
2836
Meristem Family Wealth
Minnesota
$276M +$26.8M +11% 6.28% 67.7% 125 12% 2.4
Contravisory Investment Management
2837
Contravisory Investment Management
Massachusetts
$276M -$4.52M -2% 7.98% 135% 563 28.06% 0.5
PH
2838
Pinnacle Holdings
Oklahoma
$275M +$4.32M +2% 3.97% 79.6% 229 11.35% 2.7
PAM
2839
PineView Asset Management
Connecticut
$275M +$3.13M +1% 9.31% – 20 55% 1
Mosaic Family Wealth
2840
Mosaic Family Wealth
Missouri
$275M +$17.1M +7% 5% 85.2% 1,014 41.42% 1.5
DCM
2841
Divisar Capital Management
California
$275M +$26.7M +11% 4.35% 194% 30 23.33% 0.7
Brian C. Broderick
2842
Brian C. Broderick
$274M -$3.18M -1% 4.77% 98.6% 103 24.27% 3.1
Verus Financial Partners
2843
Verus Financial Partners
Virginia
$274M +$15.3M +6% 3.79% 41.6% 52 9.62% 3.2
Haverford Financial Services
2844
Haverford Financial Services
Pennsylvania
$274M +$18.1M +7% 6.76% 57.9% 91 18.68% 2
American Investment Services
2845
American Investment Services
Massachusetts
$274M +$12.5M +5% 5.19% 63.1% 116 5.17% 2.8
Parker Investment Management
2846
Parker Investment Management
California
$274M +$43.5M +19% 6.95% 208% 27 29.63% 1.1
White Pine Capital
2847
White Pine Capital
Minnesota
$274M +$13.7M +5% 6.72% 143% 230 9.13% 3.1
Parkside Financial Bank & Trust
2848
Parkside Financial Bank & Trust
Missouri
$274M +$17.8M +7% 4.57% 73.6% 1,602 11.42% 1.7
Peak Asset Management
2849
Peak Asset Management
Colorado
$273M -$5.73M -2% 5.66% 70.1% 152 17.76% 2.2
Cadence Bank NA
2850
Cadence Bank NA
Texas
$273M +$9.12M +3% 5.39% 33.3% 189 12.7% 2.3