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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)
Dock Street Asset Management
2976
Dock Street Asset Management
Florida
$230M +$16.1M +8% 7.16% 175% 46 8.7% 2.5
BSW Wealth Partners
2977
BSW Wealth Partners
Colorado
$229M +$9.8M +4% 4.16% 75.4% 95 17.89% 2.2
Patton Albertson Miller Group
2978
Patton Albertson Miller Group
Tennessee
$229M +$4.17M +2% 4.41% 109% 133 7.52% 2.8
WC
2979
Whitnell & Co
Illinois
$229M +$3.43M +2% 2.85% 36.6% 240 5% 3.5
Harbour Capital Advisors
2980
Harbour Capital Advisors
Virginia
$229M +$28M +14% 5.16% 168% 276 22.46% 1.7
Chubb Ltd
2981
Chubb Ltd
Switzerland
$229M -$6.06M -3% 3.33% 64.2% 21 4.76% 1.5
Schnieders Capital Management
2982
Schnieders Capital Management
California
$229M +$13.8M +6% 3.88% 103% 158 8.23% 2.6
Financial Management Professionals
2983
Financial Management Professionals
Texas
$228M +$7.81M +4% 4.18% 62.1% 310 15.16% 2.8
Tarbox Family Office
2984
Tarbox Family Office
California
$228M +$25.3M +12% 4.32% 60.5% 641 9.36% 2.8
NAMP
2985
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$228M +$5.88M +3% 4.32% 90.2% 110 7.27% 3.2
Ashburton (Jersey)
2986
Ashburton (Jersey)
Jersey
$228M +$52.1M +30% 3.44% – 89 49.44% 0.8
Proffitt & Goodson
2987
Proffitt & Goodson
Tennessee
$228M +$4M +2% 4.07% 48.5% 50 4% 2.8
PVG Asset Management
2988
PVG Asset Management
Colorado
$228M -$37.3M -14% 0.41% – 84 32.14% 1
KS
2989
Karpas Strategies
Connecticut
$228M +$6.08M +3% 2.83% 16.1% 126 6.35% 3.5
Supplemental Annuity Collective Trust (SACT) of New Jersey
2990
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$228M +$4.56M +2% 3.42% 147% 189 21.69% 2.5
Francisco Partners Management
2991
Francisco Partners Management
California
$227M -$97M -30% 21.4% 14.3% 5 0% 1.6
Kingsview Wealth Management
2992
Kingsview Wealth Management
Oregon
$227M +$33.1M +17% 4.46% 71.5% 433 34.87% 0.3
MPEM
2993
Marathon Partners Equity Management
New York
$227M +$9.1M +4% 6.01% – 35 17.14% 2.3
HT Partners
2994
HT Partners
Connecticut
$227M +$5.73M +3% 3.6% 71.1% 22 4.55% 2.2
Thomas J. Herzfeld Advisors
2995
Thomas J. Herzfeld Advisors
Florida
$227M -$1.14M -0.5% 3.35% 17.7% 308 13.64% 2.3
KSA
2996
Ken Stern & Associates
California
$226M +$7.02M +3% 2.53% 39.4% 119 8.4% 1.4
Roble Belko & Company
2997
Roble Belko & Company
Pennsylvania
$226M +$17.2M +8% 3.68% 53.3% 324 11.73% 1.7
St Louis Trust
2998
St Louis Trust
Missouri
$226M +$8.33M +4% 4.52% 71.4% 54 1.85% 1.6
Montgomery Investment Management
2999
Montgomery Investment Management
Maryland
$225M +$6.55M +3% 7.27% 98.4% 96 3.13% 3.1
Capstone Financial Advisors
3000
Capstone Financial Advisors
Illinois
$225M +$18.1M +9% 3.43% 54.5% 89 17.98% 2.1