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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)
Kelman-Lazarov Inc
2976
Kelman-Lazarov Inc
Tennessee
$536M +$24.6M +5% 0.75% 46.6% 108 5.56% 4.5
BC
2977
Belmont Capital
California
$536M +$169M +46% 12% 182% 236 36.44% 1.5
Acorn Financial Advisory Services
2978
Acorn Financial Advisory Services
Virginia
$536M +$6.4M +1% 1.24% 96.9% 214 8.41% 2.9
Endurance Services Ltd
2979
Endurance Services Ltd
New York
$535M +$17.7M +3% 0.39% – 12 16.67% 0.5
Peninsula Wealth
2980
Peninsula Wealth
California
$535M +$33.6M +7% 3.12% 30% 102 15.69% 2.2
Essex Investment Management
2981
Essex Investment Management
Massachusetts
$535M +$28M +6% 6.91% 370% 336 19.05% 3.5
Hoey Investments
2982
Hoey Investments
Pennsylvania
$534M +$78M +17% 16.1% 200% 422 21.8% 1.9
Engine Capital Management
2983
Engine Capital Management
New York
$534M +$38.3M +8% 1.67% 21.1% 47 40.43% 1.3
Tennessee Valley Asset Management Partners
2984
Tennessee Valley Asset Management Partners
Tennessee
$533M +$120M +29% 3.05% 65.7% 158 22.78% 1.8
NM
2985
Newtyn Management
New York
$533M +$30.6M +6% 7.05% 52% 49 36.73% 1.7
CEI
2986
Clark Estates Inc
New York
$533M -$74.6M -12% 5% 34.5% 94 14.89% 2.1
GWI
2987
Grace & White Inc
New York
$532M -$22.6M -4% 2.57% 59.6% 138 3.62% 6.5
CFO4Life Group
2988
CFO4Life Group
Texas
$532M -$19.1M -3% 1.45% 56.7% 219 15.07% 3.1
Mirador Capital Partners
2989
Mirador Capital Partners
California
$532M +$7.85M +1% 2.35% 120% 206 14.56% 3.7
Advisory Research
2990
Advisory Research
Illinois
$532M +$28.7M +6% 0.5% 144% 168 11.31% 3.1
FRM
2991
Fox Run Management
Connecticut
$531M +$67.6M +15% 2.43% 64% 1,138 72.58% 0.2
Capital Insight Partners
2992
Capital Insight Partners
Arizona
$530M -$5.32M -1% 1.35% 51.7% 168 10.12% 3.3
ADAR1 Capital Management
2993
ADAR1 Capital Management
Texas
$530M +$88.9M +20% 5.38% – 331 40.79% 0.3
Summit Securities Group
2994
Summit Securities Group
New York
$529M -$78.7M -13% 7.41% 136% 855 77.54% 0.4
Oldfield Partners
2995
Oldfield Partners
United Kingdom
$529M -$213M -29% 6.57% 90.3% 31 9.68% 3.5
Hazelview Securities
2996
Hazelview Securities
Ontario, Canada
$529M -$1.05M -0.2% 0.7% – 45 46.67% 1.7
Khrom Capital Management
2997
Khrom Capital Management
Florida
$529M +$109M +26% 5.4% 35.6% 18 33.33% 1
NG
2998
Northstar Group
New York
$529M +$19.9M +4% 3.13% 63.9% 154 7.14% 6
Secure Asset Management
2999
Secure Asset Management
Michigan
$529M +$103M +24% 4.69% 97.2% 311 35.37% 1.3
Ramsay Stattman Vela & Price
3000
Ramsay Stattman Vela & Price
Colorado
$529M +$6.68M +1% 3.06% 81.8% 77 3.9% 6.9