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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)
Engle Capital Management
3076
Engle Capital Management
Connecticut
$226M -$76.3M -25% 18.9% 398% 29 62.07% 0.8
JCIC Asset Management
3077
JCIC Asset Management
Ontario, Canada
$226M -$64.8M -22% 16.7% – 136 6.62% 1.6
Fieldpoint Private Securities
3078
Fieldpoint Private Securities
Connecticut
$225M -$38.6M -15% 10.1% 47.2% 423 15.6% 1.2
MJP
3079
Michael J. Puzo
$225M -$40M -15% 9.36% 90.3% 85 12.94% 4.2
Proficio Capital Partners
3080
Proficio Capital Partners
Massachusetts
$225M -$78.9M -26% 12.3% 97% 1,335 12.81% 2.3
MP
3081
Mediatel Partners
Texas
$225M -$12.6M -5% 5.16% 11.6% 2 0% 5.5
River Wealth Advisors
3082
River Wealth Advisors
Pennsylvania
$225M -$46.4M -17% 12.6% 80.3% 614 10.59% 1.2
Ferris Capital
3083
Ferris Capital
Massachusetts
$225M -$28.2M -11% 13.8% 67% 717 8.09% 0.9
Hillman Company
3084
Hillman Company
Pennsylvania
$225M -$57.3M -20% 23% 134% 16 25% 1.7
Paradigm Financial Advisors
3085
Paradigm Financial Advisors
Missouri
$224M -$31.5M -12% 14% 114% 140 14.29% 2.9
PC
3086
Premise Capital
Illinois
$224M +$70.4M +46% 3.17% 43% 25 36% 1.4
BDT Capital Partners
3087
BDT Capital Partners
Illinois
$224M -$162M -42% 42% 25.5% 1 0% 5.5
Twin Focus Capital Partners
3088
Twin Focus Capital Partners
Massachusetts
$224M +$29.7M +15% 11.9% 92.5% 123 29.27% 2.6
Ruggie Capital Group
3089
Ruggie Capital Group
Florida
$223M +$73.7M +49% 10.8% 22% 546 59.52% 0.7
World Investment Advisors
3090
World Investment Advisors
California
$223M – – 12.6% 65.4% 157 – 0
Corbyn Investment Management
3091
Corbyn Investment Management
Maryland
$223M -$67.8M -23% 18% 71.9% 51 9.8% 3.1
Chou Associates Management
3092
Chou Associates Management
Ontario, Canada
$223M -$75M -25% 20.1% 66.4% 28 10.71% 2.8
Birch Grove Capital
3093
Birch Grove Capital
New York
$222M -$29.2M -12% 2.53% 2.66% 33 36.36% 0.6
FCA Corp
3094
FCA Corp
Texas
$222M -$39.5M -15% 10.7% 57.4% 165 12.73% 3
Cadence Bank NA
3095
Cadence Bank NA
Texas
$222M -$40.8M -15% 9.64% 33.3% 177 13.56% 3
Walter & Keenan Wealth Management
3096
Walter & Keenan Wealth Management
Indiana
$222M -$112M -33% 8.78% 92% 172 12.79% 3.3
VIA
3097
Vantis Investment Advisers
Florida
$222M +$31.5M +17% 20.2% 39.6% 16 43.75% 0.4
Fulcrum Capital
3098
Fulcrum Capital
Washington
$222M -$34.5M -13% 11.8% 102% 65 26.15% 0.8
Greencape Capital
3099
Greencape Capital
Australia
$222M -$29.8M -12% 17.5% 98.1% 5 0% 1.6
Monetary Management Group
3100
Monetary Management Group
Missouri
$221M -$40.5M -15% 13.4% 138% 321 14.02% 3.9