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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)
Kirr Marbach & Co
3051
Kirr Marbach & Co
Indiana
$281M +$46.9M +20% 23.3% 121% 65 24.62% 3.2
Fairfield, Bush & Co
3052
Fairfield, Bush & Co
Connecticut
$280M +$39.7M +16% 24.3% 112% 150 18% 4.4
FCT
3053
Family Capital Trust
Massachusetts
$280M +$24.7M +10% 27.5% 39.1% 56 10.71% 5
VHMC
3054
Value Holdings Management Company
New York
$280M +$69.9M +33% 38% 125% 70 21.43% 2.2
Financial Sense Advisors
3055
Financial Sense Advisors
California
$280M +$57.5M +26% 16.3% 152% 111 38.74% 1.1
McNamara Financial Services
3056
McNamara Financial Services
Massachusetts
$280M +$36.2M +15% 13.9% 42.6% 50 16% 2.7
Cubic Asset Management
3057
Cubic Asset Management
Massachusetts
$280M +$32.1M +13% 17.2% 40.5% 168 14.88% 4.4
Teamwork Financial Advisors
3058
Teamwork Financial Advisors
Texas
$279M +$118M +73% 38.7% 134% 208 57.21% 0.2
BCWM LLC
3059
BCWM LLC
Kansas
$279M +$39.8M +17% 18.6% – 74 18.92% 3
NAMP
3060
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$279M +$60.7M +28% 23.8% 90.2% 126 13.49% 4.2
NewFocus Financial Group
3061
NewFocus Financial Group
Washington
$279M +$62.3M +29% 20.9% 55.4% 110 18.18% 2.6
NBW Capital
3062
NBW Capital
Massachusetts
$279M +$68.6M +33% 44.4% 86% 72 6.94% 3.9
Legacy Financial Advisors
3063
Legacy Financial Advisors
Kentucky
$278M +$8.53M +3% 13.2% 86.3% 55 18.18% 2
Vantage Wealth
3064
Vantage Wealth
California
$278M +$42.3M +18% 15.6% 56.1% 31 12.9% 3.8
UAM
3065
UAS Asset Management
New York
$278M +$43.6M +19% 30.7% 98% 32 56.25% 1.4
Viridian RIA
3066
Viridian RIA
Washington
$277M +$56.3M +26% 24.3% 63.1% 63 17.46% 1.5
Radnor Capital Management
3067
Radnor Capital Management
Pennsylvania
$277M +$33.1M +14% 15.5% 96.9% 187 15.51% 2.7
Invus Financial Advisors
3068
Invus Financial Advisors
New York
$277M +$73M +36% 29.9% 29.5% 9 11.11% 0.4
IMA Advisory Services
3069
IMA Advisory Services
Colorado
$277M +$49.4M +22% 21% 74.5% 262 8.78% 2.5
Robinson Capital Management
3070
Robinson Capital Management
Michigan
$276M +$71.7M +35% 3.12% 7.8% 114 32.46% 1.3
Johnson Financial Group LLC (Colorado)
3071
Johnson Financial Group LLC (Colorado)
Colorado
$276M +$146M +112% 14.7% 58.7% 34 55.88% 1.4
MAS
3072
Managed Account Services
Florida
$276M +$69.7M +34% 17.1% 32.4% 96 11.46% 2.3
B. Riley Financial
3073
B. Riley Financial
California
$276M +$130M +89% 85.5% 682% 34 44.12% 0.9
Live Oak Private Wealth
3074
Live Oak Private Wealth
North Carolina
$275M +$178M +183% 15.2% 65% 142 53.52% 0.2
HughesLittle Investment Management
3075
HughesLittle Investment Management
$275M +$39.5M +17% 19.1% 106% 15 6.67% 4.4