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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)
Parkside Financial Bank & Trust
2901
Parkside Financial Bank & Trust
Missouri
$264M -$10.1M -4% 1.85% 85.4% 1,610 12.73% 1.9
Brightline Capital Management
2902
Brightline Capital Management
Florida
$263M +$150M +133% 2.54% 810% 21 47.62% 0.2
AlphaStar Capital Management
2903
AlphaStar Capital Management
North Carolina
$263M -$124M -32% 0.99% 69.5% 221 35.75% 0.3
Haverford Financial Services
2904
Haverford Financial Services
Pennsylvania
$263M -$10.9M -4% 2.05% 57.9% 97 18.56% 2.1
AGF Investments America
2905
AGF Investments America
Ontario, Canada
$263M -$5.41M -2% 0.47% 72.1% 73 8.22% 2.1
Stratford Consulting
2906
Stratford Consulting
Texas
$263M -$16M -6% 2.25% 8.23% 55 5.45% 3.5
Berman Capital Advisors
2907
Berman Capital Advisors
Georgia
$262M -$39.9M -13% 0.4% 48.2% 133 36.84% 0.2
Front Street Capital Management
2908
Front Street Capital Management
Montana
$262M -$21.5M -8% 5.01% 316% 58 5.17% 1.6
AIM
2909
Advantage Investment Management
Iowa
$262M -$60.2M -19% 1.04% 28.6% 1,113 16.26% 2.1
SWK
2910
Stephen W. Kidder
$262M -$17.1M -6% 1.11% 94.7% 94 5.32% 3.5
Technology Crossover Management IX
2911
Technology Crossover Management IX
California
$262M +$56.8M +28% 24.8% 13% 3 0% 0.3
Oak Management Corp
2912
Oak Management Corp
Connecticut
$262M -$18M -6% 5.33% 96.4% 5 0% 2.3
LA
2913
Lynch & Associates
Indiana
$262M -$5.29M -2% 2.23% 73.5% 100 5% 4
Buffington Mohr McNeal
2914
Buffington Mohr McNeal
Idaho
$261M -$31K -0% 0.13% 29.3% 124 8.87% 2.1
Portland Global Advisors
2915
Portland Global Advisors
Maine
$261M -$8.51M -3% 1.4% 43.4% 105 10.48% 3.8
IAA
2916
Ironsides Asset Advisors
North Carolina
$261M +$2.75M +1% 3.06% 49.3% 98 22.45% 1.7
Tokio Marine & Nichido Fire Insurance Company
2917
Tokio Marine & Nichido Fire Insurance Company
Japan
$261M -$3.48M -1% 1.32% – 4 0% 3
BlueSky Wealth Advisors
2918
BlueSky Wealth Advisors
North Carolina
$261M +$19.1M +8% 0.96% 42.9% 54 3.7% 1.2
Almanack Investment Partners
2919
Almanack Investment Partners
Pennsylvania
$260M +$7M +3% 0.19% 77.8% 227 40.09% 0.6
Qube Research & Technologies (QRT)
2920
Qube Research & Technologies (QRT)
United Kingdom
$260M – – 0.84% 69.2% 328 – 0
Monarch Capital Management
2921
Monarch Capital Management
Indiana
$260M -$8.91M -3% 3.34% 77% 94 6.38% 4.1
SCC
2922
Second Curve Capital
Pennsylvania
$260M +$5.63M +2% 3.8% 160% 26 26.92% 2.8
MPM Asset Management
2923
MPM Asset Management
Massachusetts
$260M +$10.1M +4% 9.14% 5.89% 9 0% 2.6
Invesco Private Capital
2924
Invesco Private Capital
New York
$260M -$60.9M -19% 19.6% 41.9% 4 25% 4.1
Dillon & Associates
2925
Dillon & Associates
Michigan
$259M -$6.37M -2% 2.31% 117% 70 7.14% 3.8