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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)
TF
2876
TimeScale Financial
Massachusetts
$296M +$25.6M +9% 0.66% 31.3% 555 9.55% 0.3
VS
2877
VK Services
California
$296M -$320M -52% 26.1% 1,605% 1 0% 0.8
VM
2878
VPR Management
Texas
$296M +$31.1M +12% 1.68% 54.5% 21 9.52% 1.7
Mitchell Capital Management
2879
Mitchell Capital Management
Kansas
$296M -$2.29M -0.8% 1.37% 219% 133 12.78% 1.7
ArchPoint Investors
2880
ArchPoint Investors
Florida
$296M -$20.5M -6% 3.27% 111% 140 12.14% 2.5
CIA
2881
Covington Investment Advisors
Pennsylvania
$295M -$11.9M -4% 2.03% 100% 99 6.06% 4.1
Gateway Advisory
2882
Gateway Advisory
New Jersey
$295M -$93.9M -24% 1.16% 26% 66 18.18% 2.1
Rowlandmiller & Partners
2883
Rowlandmiller & Partners
Georgia
$295M +$6.53M +2% 2.23% 84% 139 5.04% 3.7
Dock Street Asset Management
2884
Dock Street Asset Management
Florida
$295M -$1.79M -0.6% 0.78% 175% 49 10.2% 3.2
Haverford Financial Services
2885
Haverford Financial Services
Pennsylvania
$295M +$6.82M +2% 2.78% 57.9% 72 13.89% 2.9
KMG Fiduciary Partners
2886
KMG Fiduciary Partners
Ohio
$295M +$18M +7% 3.13% 114% 121 14.88% 0.7
Spectrum Management Group
2887
Spectrum Management Group
Indiana
$294M -$66.3M -18% 3.57% 44% 248 17.74% 1.8
Moerus Capital Management
2888
Moerus Capital Management
New York
$294M -$28.6M -9% 6.61% 220% 15 0% 0.8
Delphi Financial Group
2889
Delphi Financial Group
Delaware
$294M +$24.6M +9% 1.49% 66.3% 22 4.55% 1.9
Teewinot Capital Advisers
2890
Teewinot Capital Advisers
New York
$293M -$17.1M -6% 4.22% 149% 43 34.88% 3.5
Dimension Capital Management
2891
Dimension Capital Management
Florida
$293M -$2.87M -1% 0.13% 65.5% 102 16.67% 1.6
SeaBridge Investment Advisors
2892
SeaBridge Investment Advisors
New Jersey
$293M -$8.18M -3% 3.22% 128% 281 13.88% 3.2
Fulcrum Capital
2893
Fulcrum Capital
Washington
$293M +$19.7M +7% 1.38% 102% 79 29.11% 1
Coastal Bridge Advisors
2894
Coastal Bridge Advisors
Connecticut
$293M -$45.1M -13% 4.32% 88.1% 164 28.05% 1.9
FinTrust Capital Advisors
2895
FinTrust Capital Advisors
South Carolina
$293M +$42.6M +17% 1.03% 23.6% 1,124 13.35% 0.7
Pegasus Partners
2896
Pegasus Partners
Wisconsin
$293M -$38.6M -12% 1.86% 32.6% 194 20.1% 1.7
LWANC
2897
Laurel Wealth Advisors (North Carolina)
North Carolina
$293M +$8.59M +3% 2.14% 63.3% 555 10.81% 0.7
Avalon Global Asset Management
2898
Avalon Global Asset Management
California
$293M +$80.8M +38% 4.73% 278% 51 58.82% 2
Icon Wealth Partners
2899
Icon Wealth Partners
Texas
$292M +$9.6M +3% 0.92% – 179 16.76% 1.5
Toronado Partners
2900
Toronado Partners
California
$292M +$64.6M +28% 0.79% 158% 12 0% 0.7