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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)
SC
2851
Saybrook Capital
North Carolina
$138M -$464K -0.3% 4.68% 67.1% 48 2.08% 0.3
Axis Capital Holdings
2852
Axis Capital Holdings
$138M +$10.7M +8% 7.56% 67% 6 0% 0.3
Nadler Financial Group
2853
Nadler Financial Group
Illinois
$138M -$4.26M -3% 4.98% 72.4% 90 25.56% 0.2
Solaris Asset Management
2854
Solaris Asset Management
New York
$137M +$11.9M +9% 5.55% 74% 254 15.35% 0.2
Aurora Investment Counsel
2855
Aurora Investment Counsel
Georgia
$137M +$9.07M +7% 11.8% 31.7% 103 5.83% 0.2
EP
2856
Elkhorn Partners
Nebraska
$137M +$7.91M +6% 7.01% 32.2% 54 20.37% 0.2
IWC
2857
Integrated Wealth Counsel
California
$137M -$1.97M -1% 0.93% 8.52% 216 24.07% 0.2
Vector Wealth Management
2858
Vector Wealth Management
Minnesota
$137M +$480K +0.4% 2.71% 2.13% 66 27.27% 0.2
SL
2859
SIB LLC
New York
$137M +$7.55M +6% 4.58% 29.2% 27 3.7% 0.2
FNBOMD
2860
First National Bank of Mount Dora
Florida
$137M +$2.21M +2% 4.01% 96.2% 100 13% 0.2
TM
2861
TigerShark Management
New York
$137M -$18.2M -12% 5.77% – 76 39.47% 0.2
Franklin, Parlapiano, Turner & Welch
2862
Franklin, Parlapiano, Turner & Welch
Texas
$136M +$19.1M +16% 2.84% 41.6% 48 12.5% 0.2
Camelot Portfolios
2863
Camelot Portfolios
Ohio
$136M +$4.93M +4% 2.82% 41.3% 145 8.97% 0.2
Lipe & Dalton
2864
Lipe & Dalton
New York
$136M +$15.9M +13% 8.35% 101% 61 19.67% 0.2
Morgens Waterfall Vintiadis & Co
2865
Morgens Waterfall Vintiadis & Co
New York
$136M +$4.95M +4% 20.4% 594% 59 61.02% 0.1
Princeton Portfolio Strategies Group
2866
Princeton Portfolio Strategies Group
New Jersey
$136M +$13.9M +11% 5.17% 83.8% 114 10.53% 0.2
Fidelity National Financial
2867
Fidelity National Financial
Florida
$136M -$8.84M -6% 4.96% 2.54% 20 20% 0.3
StellarOne Corp
2868
StellarOne Corp
Virginia
$136M +$5.07M +4% 3.89% – 250 12.4% 0.2
SAM
2869
Sage Asset Management
New York
$136M +$55.9M +70% 7.89% – 54 59.26% 0.1
NA
2870
NS Advisors
Connecticut
$136M -$11.2M -8% 1.99% 16.3% 17 11.76% 0.2
Weybosset Research & Management
2871
Weybosset Research & Management
Rhode Island
$136M +$3.46M +3% 4.35% 74.8% 49 10.2% 0.2
Independence Trust
2872
Independence Trust
Tennessee
$136M -$3.29M -2% 1.22% 28.9% 109 8.26% 0.2
Genesee Valley Trust
2873
Genesee Valley Trust
New York
$136M +$8.08M +6% 6.92% 30.2% 340 30.29% 0.2
Wooster Corthell Wealth Management
2874
Wooster Corthell Wealth Management
Connecticut
$135M +$20.7M +18% 5.37% 39.1% 25 12% 0.2
Roberts, Glore & Co
2875
Roberts, Glore & Co
Illinois
$135M -$26.8M -17% 6.24% 72.3% 137 5.84% 0.2