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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)
SA
3026
Strategic Advisors
New York
$219M +$7.02M +3% 2.4% 106% 153 18.3% 2.2
Oarsman Capital
3027
Oarsman Capital
Wisconsin
$219M +$3.87M +2% 1.9% 70.6% 189 3.7% 2.7
Montgomery Investment Management
3028
Montgomery Investment Management
Maryland
$219M -$13.9M -6% 0.19% 98.4% 105 16.19% 2.8
DCM
3029
Divisar Capital Management
California
$218M +$34.5M +19% 2.18% 194% 30 16.67% 0.4
Foresite Capital Management II
3030
Foresite Capital Management II
California
$218M -$14.9M -6% 0.11% 66.2% 16 37.5% 1.3
MPEM
3031
Marathon Partners Equity Management
New York
$218M +$6.51M +3% 4.95% – 36 19.44% 2
Kistler-Tiffany Companies
3032
Kistler-Tiffany Companies
Pennsylvania
$218M +$5.86M +3% 2.91% 52% 552 11.59% 3
Paragon Capital Management (Colorado)
3033
Paragon Capital Management (Colorado)
Colorado
$218M -$6.46M -3% 2.77% 109% 202 42.57% 1.2
George Kaiser Family Foundation
3034
George Kaiser Family Foundation
Oklahoma
$218M -$28.8M -12% 7.27% 106% 17 5.88% 1.6
MG
3035
Magnolia Group
Nebraska
$218M +$123M +129% 0.85% 9.52% 9 33.33% 0.9
HEC
3036
Hudson Executive Capital
New York
$218M -$147M -40% 11% 127% 11 54.55% 0.6
Goldstein Munger & Associates
3037
Goldstein Munger & Associates
California
$217M -$10.2M -4% 2.78% 11.9% 40 15% 2.8
Global Alpha Capital Management
3038
Global Alpha Capital Management
Quebec, Canada
$217M +$26.9M +14% 2.87% 80.4% 38 7.89% 1.8
St Louis Trust
3039
St Louis Trust
Missouri
$217M -$16.6M -7% 2.16% 71.4% 57 7.02% 1.3
Cowen Prime Advisors
3040
Cowen Prime Advisors
New York
$217M +$22.8M +12% 10.5% 116% 199 9.05% 2.6
Crestone Asset Management
3041
Crestone Asset Management
Colorado
$217M -$5.07M -2% 2.15% 6.65% 49 26.53% 0.8
TSP Capital Management Group
3042
TSP Capital Management Group
New Jersey
$217M +$6.47M +3% 8.26% 186% 59 0% 2.3
Trust Company
3043
Trust Company
Kansas
$216M -$3.77M -2% 1.79% 40.6% 352 9.94% 1.8
BlueSky Wealth Advisors
3044
BlueSky Wealth Advisors
North Carolina
$216M +$6.82M +3% 1.58% 42.9% 51 1.96% 0.5
TAA
3045
TB Alternative Assets
Cayman Islands
$215M +$76.1M +55% 14.5% 312% 26 57.69% 0.2
Schnieders Capital Management
3046
Schnieders Capital Management
California
$215M +$6.65M +3% 1.88% 103% 162 11.11% 2.4
Spitfire Capital
3047
Spitfire Capital
California
$215M +$10.8M +5% 6.71% 25.9% 21 9.52% 2.6
River Wealth Advisors
3048
River Wealth Advisors
Pennsylvania
$215M +$8.77M +4% 2.7% 80.3% 161 6.21% 1.9
Lexington Advisors
3049
Lexington Advisors
New York
$214M -$61.7M -22% 5.44% 27% 6 16.67% 1.3
SH
3050
Sandia Holdings
Connecticut
$214M +$15.9M +8% 5.5% – 27 25.93% 0.4