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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)
Montgomery Investment Management
3076
Montgomery Investment Management
Maryland
$243M +$4.51M +2% 2.9% 98.4% 95 4.21% 3.6
Franklin, Parlapiano, Turner & Welch
3077
Franklin, Parlapiano, Turner & Welch
Texas
$243M +$7.97M +3% 4.08% 41.6% 46 4.35% 4.2
Greencape Capital
3078
Greencape Capital
Australia
$242M -$31.4M -11% 9.81% 98.1% 6 16.67% 1.1
NAMP
3079
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$242M +$3.46M +1% 2.88% 90.2% 112 6.25% 3.6
SFE Investment Counsel
3080
SFE Investment Counsel
California
$242M +$48.8M +25% 2.97% 105% 129 22.48% 2.7
Segantii Capital Management
3081
Segantii Capital Management
Hong Kong
$241M -$164M -41% 2.16% 33.1% 65 84.62% 0.1
Clean Yield Group
3082
Clean Yield Group
Vermont
$241M +$4.63M +2% 3.93% 65% 136 6.62% 3.4
Court Place Advisors
3083
Court Place Advisors
Maryland
$241M +$2.17M +0.9% 2.6% 92% 179 8.38% 3.1
Clarius Group LLC
3084
Clarius Group LLC
Washington
$241M +$21.7M +10% 3.25% 92.1% 92 31.52% 1.4
SFSIG
3085
San Francisco Sentry Investment Group
California
$241M -$107M -31% 1.17% 436% 942 22.29% 1.5
Kerrisdale Advisers
3086
Kerrisdale Advisers
Florida
$241M +$97M +67% 205% 78.8% 20 40% 0.8
Lagoda Investment Management
3087
Lagoda Investment Management
New York
$241M -$24.3M -9% 12.5% 250% 39 7.69% 2.3
Cable Hill Partners
3088
Cable Hill Partners
Oregon
$240M +$9.27M +4% 1.27% 20.3% 962 11.23% 1.9
WC
3089
Whitnell & Co
Illinois
$240M +$948K +0.4% 2.88% 36.6% 422 14.45% 2.6
Beddow Capital Management
3090
Beddow Capital Management
Wyoming
$240M -$8.21M -3% 2.22% 50.7% 46 6.52% 3.6
IMA Advisory Services
3091
IMA Advisory Services
Colorado
$240M +$15.4M +7% 3.26% 74.5% 482 77.8% 0.6
Elm Ridge Management
3092
Elm Ridge Management
New York
$240M +$31.2M +15% 36.7% 93.6% 28 21.43% 2.4
JGP Wealth Management
3093
JGP Wealth Management
Oregon
$240M – – 1.23% 87.8% 117 – 0
CFO4Life Group
3094
CFO4Life Group
Texas
$240M +$121M +103% 3.35% 56.7% 137 40.15% 0.7
EGA
3095
E&G Advisors
Texas
$239M +$6.82M +3% 0.6% 97.7% 207 15.46% 1.8
Arkansas Financial Group
3096
Arkansas Financial Group
Arkansas
$239M +$4.22M +2% 1.3% 39.1% 23 0% 3.5
Rothschild Capital Partners
3097
Rothschild Capital Partners
New York
$239M -$15.4M -6% 6.11% 90.8% 47 6.38% 2.3
AIP
3098
Ahrens Investment Partners
Louisiana
$239M +$6.79M +3% 3.92% 82.3% 181 17.13% 1.1
McRae Capital Management
3099
McRae Capital Management
New Jersey
$239M +$17.5M +8% 3.25% 78.2% 101 11.88% 3.3
Shikiar Asset Management
3100
Shikiar Asset Management
New York
$239M +$19.2M +9% 8.59% 117% 98 22.45% 2.4