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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)
Strategic Point Investment Advisors
2951
Strategic Point Investment Advisors
Rhode Island
$255M -$13.1M -5% 5.58% 51.9% 20 10% 1.9
Rowlandmiller & Partners
2952
Rowlandmiller & Partners
Georgia
$255M +$14.4M +6% 7.82% 84% 130 3.85% 2.5
CL
2953
CIM LLC
New York
$255M +$13.5M +6% 7.41% 108% 104 15.38% 2.2
Rothschild Capital Partners
2954
Rothschild Capital Partners
New York
$255M +$22.5M +10% 9.59% 90.8% 59 30.51% 1.8
Nicholas Hoffman & Company
2955
Nicholas Hoffman & Company
Georgia
$255M +$17.4M +7% 6.31% 65.1% 173 9.25% 1.2
Adirondack Research & Management
2956
Adirondack Research & Management
New York
$255M -$1.19M -0.5% 2.45% 47.8% 116 14.66% 2.5
SM
2957
Salzhauer Michael
$255M +$21.4M +9% 8.89% 107% 171 8.19% 2.6
SCC
2958
Second Curve Capital
Pennsylvania
$254M +$4.73M +2% 11.6% 160% 29 20.69% 2.4
St Louis Trust
2959
St Louis Trust
Missouri
$254M +$28.4M +13% 4.61% 71.4% 91 41.76% 1.1
WESCAP Management Group
2960
WESCAP Management Group
California
$254M +$31.3M +14% 3.49% 45.7% 77 16.88% 1.3
OFG
2961
OTA Financial Group
New York
$254M +$72.4M +40% 10.6% 320% 100 84% 0.2
Paragon Capital Management (Colorado)
2962
Paragon Capital Management (Colorado)
Colorado
$253M -$6.8M -3% 4.88% 109% 229 26.64% 1.2
Kistler-Tiffany Companies
2963
Kistler-Tiffany Companies
Pennsylvania
$253M +$14M +6% 5.09% 52% 598 8.36% 2.9
Almanack Investment Partners
2964
Almanack Investment Partners
Pennsylvania
$253M +$47.1M +23% 3.71% 77.8% 193 29.02% 0.5
CRB
2965
Chad R. Baker
$253M -$1.03M -0.4% 6.05% 123% 60 6.67% 1.7
Cranbrook Wealth Management
2966
Cranbrook Wealth Management
Michigan
$253M +$11.9M +5% 3.83% 48.8% 243 2.47% 2.8
Hummer Winblad Equity Partners V
2967
Hummer Winblad Equity Partners V
California
$253M – – 0% – 1 – 0
Keywise Capital Management
2968
Keywise Capital Management
Cayman Islands
$253M -$282K -0.1% 1.44% 219% 19 47.37% 1.1
Ramsay Stattman Vela & Price
2969
Ramsay Stattman Vela & Price
Colorado
$253M +$15.1M +6% 7.69% 81.8% 64 7.81% 3.5
Clean Yield Group
2970
Clean Yield Group
Vermont
$253M +$7.46M +3% 5.81% 65% 136 6.62% 3.3
Hyperion Asset Management
2971
Hyperion Asset Management
Australia
$253M – – 10.2% 151% 12 – 0
Old Second National Bank of Aurora
2972
Old Second National Bank of Aurora
Illinois
$253M +$12.2M +5% 7.35% 93.7% 386 13.73% 2.8
Patten Group
2973
Patten Group
Tennessee
$252M +$5.28M +2% 4.77% 88.1% 675 10.22% 2.2
Cutler Capital Management
2974
Cutler Capital Management
Massachusetts
$252M +$27.7M +12% 0.87% 39.7% 111 21.62% 1.8
Conrad N. Hilton Foundation
2975
Conrad N. Hilton Foundation
California
$252M – – 4.18% – 6 – 0