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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)
Roble Belko & Company
2851
Roble Belko & Company
Pennsylvania
$532M +$42.8M +9% 9.32% 53.3% 362 13.54% 4.3
12th Street Asset Management Company
2852
12th Street Asset Management Company
Tennessee
$532M +$43.9M +9% 10.7% 106% 36 19.44% 3.1
Montanaro Asset Management
2853
Montanaro Asset Management
United Kingdom
$532M -$36.9M -6% 12.5% 49.6% 45 4.44% 2.6
KFS
2854
Kurt F. Somerville
$531M +$33.6M +7% 10.3% 92.9% 103 9.71% 6.9
Blue Edge Capital
2855
Blue Edge Capital
Virginia
$531M +$53.5M +11% 10.1% 67.4% 105 7.62% 5.3
Sendero Wealth Management
2856
Sendero Wealth Management
Texas
$530M +$64.5M +14% 12.2% 99.2% 158 10.76% 1
Annandale Capital
2857
Annandale Capital
Texas
$530M +$129M +32% 8.38% 57.2% 161 29.81% 1.5
Disciplina Capital Management
2858
Disciplina Capital Management
Tennessee
$530M +$46.8M +10% 7.71% 30% 58 3.45% 2.7
American Investment Services
2859
American Investment Services
Massachusetts
$530M +$62.2M +13% 10.9% 63.1% 146 8.22% 4.9
Hanson & Doremus Investment Management
2860
Hanson & Doremus Investment Management
Vermont
$530M +$45.2M +9% 10.2% 86.3% 481 14.55% 5.7
Johnson Bixby & Associates
2861
Johnson Bixby & Associates
Washington
$530M +$49.9M +10% 8.65% 48.7% 110 14.55% 1.9
JAT Capital Management
2862
JAT Capital Management
Connecticut
$530M +$82.1M +18% 29.7% 734% 43 60.47% 0.5
Patriot Financial Group Insurance Agency
2863
Patriot Financial Group Insurance Agency
Massachusetts
$530M +$46M +10% 10.2% 97.3% 513 19.49% 3.6
Capital Planning Advisors
2864
Capital Planning Advisors
California
$529M +$49.7M +10% 9.23% 64.2% 136 11.76% 3.9
Taikang Asset Management (HK)
2865
Taikang Asset Management (HK)
Hong Kong
$529M +$91M +21% 16.5% 172% 71 7.04% 3.5
EFL
2866
ERn Financial LLC
Wisconsin
$529M +$67.7M +15% 10% 61.2% 180 15.56% 2.6
SA
2867
Strategic Advisors
New York
$528M +$21.2M +4% 12% 106% 205 8.29% 4.3
Advantage Alpha Capital Partners
2868
Advantage Alpha Capital Partners
California
$528M +$52.3M +11% 14.2% 79.2% 167 52.1% 1.1
Cardinal Capital Management Inc (North Carolina)
2869
Cardinal Capital Management Inc (North Carolina)
North Carolina
$528M +$36.8M +7% 9.69% 86.4% 138 2.17% 7.4
WAM
2870
Warberg Asset Management
Illinois
$528M +$32.3M +7% 0.66% 61.5% 291 32.99% 0.8
Te Ahumairangi Investment Management
2871
Te Ahumairangi Investment Management
New Zealand
$528M -$87.3M -14% 10.5% 55.5% 90 7.78% 2.8
River Global Investors
2872
River Global Investors
United Kingdom
$528M +$101M +24% 14.8% 49.7% 229 13.1% 2.9
EFG Asset Management
2873
EFG Asset Management
Oregon
$527M +$106M +25% 19.8% 211% 203 14.29% 1.3
PPSC Investment Service
2874
PPSC Investment Service
Japan
$527M +$100M +23% 22.1% 193% 4 0% 1
FAG
2875
Financial Advisory Group
Texas
$527M +$41.8M +9% 10.2% 20.6% 88 7.95% 5.2