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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)
Northwest Bancshares
3051
Northwest Bancshares
Pennsylvania
$439M -$1.96M -0.4% 0.84% 84.8% 245 8.57% 2.1
ECM
3052
Endurant Capital Management
California
$439M +$75.3M +21% 2.52% 18.4% 73 49.32% 0.6
Kavar Capital Partners Group
3053
Kavar Capital Partners Group
Kansas
$439M +$24.5M +6% 0.52% 77.2% 174 15.52% 3.4
Dow Chemical Company
3054
Dow Chemical Company
Michigan
$438M -$453M -51% 3.51% 29.4% 11 9.09% 1.3
Rosenblum Silverman Sutton
3055
Rosenblum Silverman Sutton
California
$437M -$7.39M -2% 1.32% 90.1% 71 2.82% 3.8
SlateStone Wealth
3056
SlateStone Wealth
Florida
$437M -$606K -0.1% 0.52% 79.1% 177 7.91% 1.8
Marietta Investment Partners
3057
Marietta Investment Partners
Wisconsin
$436M -$2.52M -0.6% 2.08% 160% 189 10.05% 3.3
Ackerman Capital Advisors
3058
Ackerman Capital Advisors
Texas
$436M +$8.85M +2% 1.35% 46.4% 145 37.93% 1.2
Robotti Robert
3059
Robotti Robert
$436M +$37.5M +9% 10.1% 107% 77 9.09% 3.1
Sompo Asset Management
3060
Sompo Asset Management
Japan
$435M -$53M -11% 1.31% 84.7% 154 10.39% 2.2
Solus Alternative Asset Management
3061
Solus Alternative Asset Management
New Jersey
$435M +$69.1M +19% 4.63% 79.3% 12 8.33% 1
Inspirion Wealth Advisors
3062
Inspirion Wealth Advisors
Illinois
$435M +$28.9M +7% 3.35% 52.5% 91 9.89% 3.9
Financial Advisors Network
3063
Financial Advisors Network
California
$434M +$95M +28% 1.2% – 151 21.19% 1.9
New England Investment & Retirement Group
3064
New England Investment & Retirement Group
Massachusetts
$434M -$26.1M -6% 1.18% 72.5% 113 13.27% 1.5
Paradigm Financial Advisors
3065
Paradigm Financial Advisors
Missouri
$434M -$15.8M -4% 1.3% 114% 250 16.4% 2.5
PDS Planning
3066
PDS Planning
Ohio
$433M +$22.7M +6% 1.5% 69.1% 218 11.93% 1.8
Financial Management Professionals
3067
Financial Management Professionals
Texas
$433M +$44.8M +12% 0.74% 67.3% 1,099 25.84% 1.7
Viridian RIA
3068
Viridian RIA
Washington
$433M -$2.04M -0.5% 1.54% 63.1% 17 41.18% 1.4
ARMC
3069
American Research & Management Company
Massachusetts
$433M -$5.74M -1% 0.95% 35.1% 403 8.44% 4.4
Covalis Capital
3070
Covalis Capital
United Kingdom
$433M +$124M +40% 2.9% 37.9% 151 35.76% 0.2
Hanson & Doremus Investment Management
3071
Hanson & Doremus Investment Management
Vermont
$433M +$97.7M +29% 1.65% 86.3% 530 30% 4.5
Cumberland Advisors
3072
Cumberland Advisors
Florida
$433M +$6.27M +1% 1.39% 80.7% 65 9.23% 2.6
Coastal Bridge Advisors
3073
Coastal Bridge Advisors
Connecticut
$433M -$55.2M -11% 3.77% 88.1% 156 12.18% 3
Zhang Financial
3074
Zhang Financial
Michigan
$432M +$24.8M +6% 0.87% 67.9% 173 21.97% 3.1
Adams Natural Resources Fund
3075
Adams Natural Resources Fund
Maryland
$432M -$11.6M -3% 2.13% 50.6% 56 5.36% 4.7