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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)
The Family Firm
2976
The Family Firm
Maryland
$275M +$24.8M +10% 9.74% 40.2% 143 11.19% 3
Ramsay Stattman Vela & Price
2977
Ramsay Stattman Vela & Price
Colorado
$274M +$34.6M +14% 13.4% 81.8% 57 1.75% 4.8
Optimus Prime Fund Management
2978
Optimus Prime Fund Management
Cayman Islands
$274M +$19.3M +8% 13% 94.5% 20 20% 0.2
Stonebridge Capital Management
2979
Stonebridge Capital Management
California
$274M +$23.7M +9% 13.4% – 158 17.72% 3.5
Tarbox Family Office
2980
Tarbox Family Office
California
$274M +$32.1M +13% 12.3% 66.4% 646 3.87% 3.8
Pinkerton Retirement Specialists
2981
Pinkerton Retirement Specialists
Idaho
$273M +$75.7M +38% 12.4% 98% 66 22.73% 2.6
Strid Group
2982
Strid Group
Pennsylvania
$273M +$28.6M +12% 14% 55.2% 31 29.03% 1.8
Hardy Reed
2983
Hardy Reed
Mississippi
$273M +$28.9M +12% 11.9% 69.7% 67 17.91% 0.2
Bodenholm Capital
2984
Bodenholm Capital
Sweden
$273M +$64.4M +31% 23.8% 86% 9 44.44% 0.5
Tradewinds Capital Management
2985
Tradewinds Capital Management
Washington
$273M +$69.5M +34% 11.4% 96.9% 683 14.2% 3.4
Mountain Lake Investment Management
2986
Mountain Lake Investment Management
Florida
$273M +$90.4M +50% 18.5% 64% 29 55.17% 0.9
Thomas J. Herzfeld Advisors
2987
Thomas J. Herzfeld Advisors
Florida
$273M +$22M +9% 10.8% 17.7% 323 18.58% 2.5
LWANC
2988
Laurel Wealth Advisors (North Carolina)
North Carolina
$273M +$23.9M +10% 10.3% 71.1% 514 8.17% 0.2
Founders Capital Management (Connecticut)
2989
Founders Capital Management (Connecticut)
Connecticut
$273M +$39.4M +17% 9.86% 99.9% 59 20.34% 2.9
NAP
2990
New Amsterdam Partners
New York
$272M -$31.3M -10% 19.2% 73.9% 140 40.71% 1.3
Gladstone Institutional Advisory
2991
Gladstone Institutional Advisory
Florida
$272M +$101M +59% 11.8% 85.6% 219 26.48% 0.2
Sky Investment Group
2992
Sky Investment Group
Connecticut
$272M +$34.8M +15% 13.2% 81.4% 102 9.8% 3.5
Capital Investment Counsel Inc
2993
Capital Investment Counsel Inc
North Carolina
$272M +$42.7M +19% 15.6% 174% 175 21.71% 3.4
Rowland Carmichael Advisors
2994
Rowland Carmichael Advisors
Arizona
$272M +$45.9M +20% 12.5% 39% 348 20.11% 1.7
Ferris Capital
2995
Ferris Capital
Massachusetts
$272M +$47.3M +21% 12.7% 67% 707 5.8% 1.1
CL
2996
CIM LLC
New York
$272M +$43.4M +19% 19.2% 108% 112 18.75% 2.6
White Pine Capital
2997
White Pine Capital
Minnesota
$272M +$28.7M +12% 12% 143% 231 9.09% 3.6
Rossmore Private Capital
2998
Rossmore Private Capital
Connecticut
$272M +$35.7M +15% 13.9% 87.1% 132 9.09% 1
Lafayette Investments
2999
Lafayette Investments
Maryland
$272M +$22.6M +9% 9.56% 77.9% 92 15.22% 3.7
Archford Capital Strategies
3000
Archford Capital Strategies
Illinois
$271M +$22.3M +9% 12.2% 87.4% 558 10.22% 1.5