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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)
SJ
2976
Stilwell Joseph
$166M +$4.95M +3% 10% – 54 20.37% 0.9
Proffitt & Goodson
2977
Proffitt & Goodson
Tennessee
$166M +$10M +6% 4.69% 48.5% 39 0% 0.9
WPIC
2978
White Pine Investment Company
Michigan
$166M +$9.7M +6% 4.08% 73.3% 54 7.41% 0.9
Blue Bell Private Wealth Management
2979
Blue Bell Private Wealth Management
Pennsylvania
$166M +$17.9M +12% 4.28% 62.5% 435 17.01% 0.5
Montecito Bank & Trust
2980
Montecito Bank & Trust
California
$166M +$6.74M +4% 4.99% – 153 15.03% 0.8
Formidable Asset Management
2981
Formidable Asset Management
Ohio
$166M +$22.3M +16% 4.28% 52.2% 559 15.21% 0.6
SCM
2982
SkyTop Capital Management
New Jersey
$165M -$36.9M -18% 19.4% 50.2% 21 38.1% 0.6
FPA
2983
Fieldpoint Private Advisors
New York
$165M -$3.2M -2% 4.83% 34% 73 15.07% 0.8
HFM
2984
Hartford Financial Management
Connecticut
$165M +$12.1M +8% 4.65% 79.6% 309 20.39% 0.8
Smith, Moore & Co
2985
Smith, Moore & Co
Missouri
$165M -$1.98M -1% 4.58% 67% 159 15.72% 0.4
SFS
2986
Shaker Financial Services
Virginia
$164M +$12.2M +8% 2.65% 12.9% 182 41.76% 0.5
Oakworth Capital
2987
Oakworth Capital
Alabama
$164M +$11.7M +8% 5.57% 64.3% 556 3.24% 0.5
FNBOH
2988
First National Bank of Hutchinson
Kansas
$164M +$4.14M +3% 4.42% 121% 83 8.43% 0.9
Gladius Capital Management
2989
Gladius Capital Management
Illinois
$164M +$7.2M +5% 4.58% 78% 2 0% 0.5
AIM
2990
Aspen Investment Management
Michigan
$164M +$6.95M +4% 3.92% 84.9% 141 18.44% 0.8
Managed Asset Portfolios
2991
Managed Asset Portfolios
Michigan
$164M +$16.5M +11% 6.87% 99.2% 50 24% 0.4
VIA
2992
Vantage Investment Advisors
Pennsylvania
$163M +$11.8M +8% 3.72% 56.3% 764 13.87% 0.4
AF
2993
Aristotle Fund
Maine
$163M +$22.9M +16% 0.43% 3.11% 7 0% 0.6
WCM
2994
Weik Capital Management
Pennsylvania
$163M +$4.47M +3% 2.66% 66.9% 110 9.09% 0.9
Avalon Global Asset Management
2995
Avalon Global Asset Management
California
$163M +$12.8M +9% 3.61% 278% 73 49.32% 0.3
CP
2996
Clover Partners
Texas
$163M +$2.12M +1% 0.22% 32.2% 31 22.58% 0.9
KWMG
2997
King Wealth Management Group
Florida
$162M +$17.2M +12% 4.63% 86% 108 13.89% 0.7
TSS
2998
Thomas Story & Son
Indiana
$162M -$21.3M -12% 4.27% 101% 63 12.7% 0.9
NRCM
2999
Northern Right Capital Management
Connecticut
$162M +$3.05M +2% 6.68% 187% 28 50% 0.4
QA
3000
Quintium Advisors
Tennessee
$162M +$9.7M +6% 4.01% – 16 12.5% 0.4