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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
MFS
2851
Monetta Financial Services
Illinois
$193M +$3.03M +2% 5.19% 197% 71 45.07%
OC
2852
Oakworth Capital
Alabama
$193M +$22.9M +13% 3.03% 64.3% 604 15.56%
WCF
2853
West Coast Financial
California
$193M +$15.5M +9% 8.73% 22.2% 92 11.96%
NFG
2854
Nadler Financial Group
Illinois
$193M +$26.1M +16% 4.56% 64.4% 90 17.78%
T
2855
Tinicum
New York
$193M +$41.3M +27% 8.5% 21.1% 14 28.57%
FCT
2856
Family Capital Trust
Massachusetts
$192M +$10.2M +6% 4.36% 32.7% 103 23.3%
MIS
2857
Man Investments (Switzerland)
Switzerland
$192M +$157K +0.1% 0.05% 0.23% 49 2.04%
MM
2858
Midas Management
New York
$192M +$11.9M +7% 2.88% 43.3% 166 34.34%
ITIM
2859
Indiana Trust & Investment Management
Indiana
$192M +$733K +0.4% 3.79% 104% 125 8%
EFM
2860
Equinox Fund Management
Colorado
$192M -$12M -6% 0.02% 4 0%
SIG
2861
Sky Investment Group
Connecticut
$192M +$6.42M +3% 3.57% 68% 83 7.23%
MC
2862
Mathes Company
New York
$191M -$7.33M -4% 1.8% 105% 173 12.72%
AR
2863
Argyll Research
Delaware
$191M -$18M -9% 4.53% 0.8% 4 25%
FAG
2864
Financial Advisory Group
Texas
$191M +$11.5M +6% 2.44% 20.6% 55 16.36%
WMA
2865
White Mountains Advisors
Connecticut
$191M 4.32% 33.4% 3
HI
2866
Hendershot Investments
Virginia
$191M +$13M +7% 7.45% 52.6% 59 5.08%
CHC
2867
City Holding Co
West Virginia
$190M +$10.2M +6% 5.28% 81.3% 466 16.09%
AF
2868
Aegis Financial
Virginia
$190M -$46.7M -20% 8.61% 257% 54 25.93%
FBT
2869
Founders Bank & Trust
Michigan
$190M +$12.2M +7% 3.06% 367 4.09%
MBT
2870
Montecito Bank & Trust
California
$190M +$25.3M +15% 3.82% 171 18.71%
NFC
2871
Northeast Financial Consultants
Connecticut
$190M +$7.61M +4% 1.15% 63.8% 144 15.28%
DCM
2872
Dynamic Capital Management
Jersey
$190M -$202M -52% 7.99% 49.7% 472 77.33%
BGCP
2873
Bristol Gate Capital Partners
Ontario, Canada
$190M 11.8% 56.1% 22
RP
2874
Regal Partners
Australia
$190M -$10.2M -5% 10.9% 133% 13 38.46%
VIA
2875
Virtus Investment Advisers
Connecticut
$189M -$27.5M -13% 7.05% 131% 26 38.46%