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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)
Spirit of America Management Corp
3026
Spirit of America Management Corp
New York
$444M -$3.5M -0.8% 3.18% 113% 243 5.76% 5.5
PAX Financial Group
3027
PAX Financial Group
Texas
$442M +$25.2M +6% 3.79% 56% 204 8.82% 1.9
Occidental Asset Management
3028
Occidental Asset Management
California
$442M +$40.7M +10% 6.85% 82.5% 237 22.78% 3.3
HP
3029
Hound Partners
New York
$441M +$43.4M +11% 3.41% 19.7% 18 33.33% 1.5
XXIP
3030
Xiamen Xinweidachuang Investment Partnership
China
$441M +$360M +447% 40.7% 66.6% 1 0% 1.5
TRB Advisors
3031
TRB Advisors
New York
$441M +$226M +105% 10.9% 64% 9 44.44% 4.3
Montecito Bank & Trust
3032
Montecito Bank & Trust
California
$440M +$20.9M +5% 6.12% – 238 4.62% 5.5
Pacific Ridge Capital Partners
3033
Pacific Ridge Capital Partners
Oregon
$440M +$33.5M +8% 5.05% 149% 135 5.93% 5.1
Elwood & Goetz Wealth Advisory Group
3034
Elwood & Goetz Wealth Advisory Group
Georgia
$439M +$19.8M +5% 3.05% 58.2% 70 10% 2.4
Fort Sheridan Advisors
3035
Fort Sheridan Advisors
Illinois
$438M +$44.4M +11% 7.71% 109% 209 8.61% 2.5
Human Investing
3036
Human Investing
Oregon
$438M +$26.3M +6% 4.12% 56.9% 108 16.67% 2.4
Marcho Partners
3037
Marcho Partners
United Kingdom
$438M +$15.3M +4% 16.2% 115% 14 21.43% 1.7
McGlone Suttner Wealth Management
3038
McGlone Suttner Wealth Management
Wisconsin
$438M +$49M +13% 4.64% 61.6% 154 11.69% 0.4
SHFP
3039
Second Half Financial Partners
Florida
$438M +$269M +160% 3.1% 36.8% 153 76.47% 0.2
Schneider Downs Wealth Management Advisors
3040
Schneider Downs Wealth Management Advisors
Pennsylvania
$438M -$49.1M -10% 1.06% 55% 118 7.63% 3.2
Mitchell Capital Management
3041
Mitchell Capital Management
Kansas
$437M +$34.2M +8% 11% 219% 121 5.79% 3.6
BPIM
3042
Brant Point Investment Management
New York
$437M -$163M -27% 8.96% 169% 93 34.41% 3.4
KPF
3043
K2 Principal Fund
Ontario, Canada
$437M -$289M -40% 2.96% 76.5% 349 60.46% 0.5
Affinity Wealth Management
3044
Affinity Wealth Management
Delaware
$436M +$10.5M +2% 6.49% 116% 122 27.87% 2
Galibier Capital Management
3045
Galibier Capital Management
Ontario, Canada
$436M +$13.1M +3% 1.34% 66.8% 40 12.5% 2.5
Longfellow Investment Management
3046
Longfellow Investment Management
Massachusetts
$435M -$1.58M -0.4% 3.02% 45.9% 311 24.76% 1.6
ECM
3047
EagleClaw Capital Management
Massachusetts
$435M +$10.6M +3% 4.84% 104% 130 6.92% 5.9
PWW
3048
Pettyjohn Wood & White
Virginia
$435M +$25.4M +6% 6% 70.9% 180 7.22% 5.8
Permanens Capital
3049
Permanens Capital
New York
$434M -$26.7M -6% 5.59% 76.9% 43 51.16% 2.6
Glen Eagle Advisors
3050
Glen Eagle Advisors
New Jersey
$434M +$35.5M +9% 7.44% 68.5% 1,141 12.01% 3.5