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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
BP
3051
Bandera Partners
New York
$164M +$842K +0.5% 0.28% 27.6% 18 22.22%
YCM
3052
Yost Capital Management
Texas
$164M +$35.4M +27% 3.89% 125% 16 62.5%
BFA
3053
Benedict Financial Advisors
Georgia
$164M +$6.81M +4% 4.54% 62% 99 6.06%
WPIC
3054
White Pine Investment Company
Michigan
$164M +$1.98M +1% 1.07% 66.3% 61 13.11%
AG
3055
Ashmore Group
United Kingdom
$164M +$12.4M +8% 8.83% 113% 69 44.93%
MFS
3056
McNamara Financial Services
Massachusetts
$164M +$62.1M +61% 1.63% 42.6% 90 96.67%
TSS
3057
Thomas Story & Son
Indiana
$164M +$3.67M +2% 5.13% 91.8% 51 11.76%
GF
3058
Goodman Financial
Texas
$164M -$1.07M -0.7% 0.17% 49.4% 48 16.67%
SXM
3059
SC XII Management
California
$164M -$8.82M -5% 2.57% 73.4% 3 0%
WA
3060
Waverly Advisors
Alabama
$163M -$66.3M -29% 1.34% 54.1% 131 32.82%
MHS
3061
M Holdings Securities
Oregon
$163M +$13.9M +9% 2.68% 68.2% 222 15.32%
ADMI
3062
Albert D. Mason Inc
Massachusetts
$163M +$10.2M +7% 6.1% 82% 126 6.35%
MM
3063
Meridian Management
Arkansas
$163M +$7.26M +5% 1.33% 47.4% 69 10.14%
HAG
3064
HighPoint Advisor Group
Illinois
$163M +$11.3M +7% 3.84% 250 28%
PCMC
3065
Paragon Capital Management (Colorado)
Colorado
$163M +$2.95M +2% 2.2% 70.5% 86 18.6%
EP
3066
Elkhorn Partners
Nebraska
$163M -$4.14M -2% 3.45% 31.5% 49 2.04%
WWM
3067
Willingdon Wealth Management
North Carolina
$163M +$53.9M +49% 3.63% 15.3% 120 46.67%
IFA
3068
Interactive Financial Advisors
Illinois
$163M -$9.33M -5% 3.28% 37.7% 122 16.39%
CP
3069
Camelot Portfolios
Ohio
$163M +$5.9M +4% 3.78% 41.3% 176 22.73%
AWM
3070
Affinity Wealth Management
Delaware
$163M +$10.8M +7% 3.07% 116% 54 29.63%
RHI
3071
Richmond Hill Investments
New York
$163M -$47.2M -23% 1.41% 55.2% 10 30%
FM
3072
Frazier Management
Washington
$162M -$76.7M -32% 29.8% 408% 7 0%
SIA
3073
Spruce Investment Advisors
Connecticut
$162M +$27M +20% 0.11% 23.5% 38 36.84%
NVPX
3074
Norwest Venture Partners X
California
$162M -$79.7M -33% 7.68% 11.3% 2 0%
GAAM
3075
Guinness Atkinson Asset Management
California
$162M -$10.4M -6% 0.58% 97% 72 6.94%