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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)
Goldstein Munger & Associates
3101
Goldstein Munger & Associates
California
$232M -$1.28M -0.5% 0.86% 11.9% 37 5.41% 3.3
AIP
3102
Ahrens Investment Partners
Louisiana
$232M -$14.7M -6% 2.86% 82.3% 176 14.77% 1
Smith & Howard Wealth Management
3103
Smith & Howard Wealth Management
Georgia
$232M +$18.4M +9% 0.1% 40.4% 46 15.22% 2.8
Schnieders Capital Management
3104
Schnieders Capital Management
California
$232M -$9.9M -4% 4.52% 103% 161 8.7% 2.9
BP Capital Fund Advisors
3105
BP Capital Fund Advisors
Texas
$232M -$44.9M -16% 10.6% 17.9% 58 25.86% 1.2
L.J. Altfest & Co
3106
L.J. Altfest & Co
New York
$232M -$31.6M -12% 0.85% 90.3% 179 27.93% 1.7
KAS
3107
Kemnay Advisory Services
New York
$232M +$8.47M +4% 4.24% 167% 132 37.88% 1.5
BCM
3108
BlueMar Capital Management
Florida
$231M +$21.7M +10% 0.05% 27.4% 74 47.3% 0.9
Walter & Keenan Wealth Management
3109
Walter & Keenan Wealth Management
Indiana
$231M -$6.75M -3% 1.91% 92% 189 11.64% 2.5
Univest Financial
3110
Univest Financial
Pennsylvania
$231M -$17.3M -7% 1.66% 82.6% 96 5.21% 3.3
Cable Hill Partners
3111
Cable Hill Partners
Oregon
$231M +$1.06M +0.5% 1.03% 20.3% 1,024 18.07% 1.7
Sheffield Asset Management
3112
Sheffield Asset Management
Illinois
$231M -$24.7M -10% 1.71% 24.5% 24 54.17% 0.4
PC
3113
Premise Capital
Illinois
$231M +$53.5M +30% 0.74% 43% 16 25% 1.7
Moller Wealth Partners
3114
Moller Wealth Partners
$231M -$32.1M -12% 1.46% 44.1% 47 12.77% 3.8
Loeb Partners Corp
3115
Loeb Partners Corp
New York
$231M -$108M -32% 4.77% 34.4% 161 27.33% 2.5
KS
3116
Karpas Strategies
Connecticut
$230M -$2.9M -1% 3.77% 16.1% 128 7.03% 3.7
Chubb Ltd
3117
Chubb Ltd
Switzerland
$230M +$208K +0.1% 0.6% 64.2% 20 5% 1.9
Steel Partners Holdings
3118
Steel Partners Holdings
New York
$230M -$21.1M -8% 11.1% – 12 50% 2
Doliver Advisors
3119
Doliver Advisors
Texas
$229M -$20.3M -8% 7.49% 92.3% 407 45.95% 0.6
PLFAM
3120
Pineno Levin & Ford Asset Management
Virginia
$229M -$10.7M -4% 2.29% 81.6% 112 7.14% 3
Paradigm Financial Advisors
3121
Paradigm Financial Advisors
Missouri
$229M +$8.78M +4% 0.65% 114% 127 16.54% 2.6
Stillwater Investment Management (Minnesota)
3122
Stillwater Investment Management (Minnesota)
Minnesota
$229M +$64.5M +39% 1.1% 72.3% 76 30.26% 3
Supplemental Annuity Collective Trust (SACT) of New Jersey
3123
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$229M -$7.53M -3% 2.5% 147% 203 20.2% 2.4
CAS Investment Partners
3124
CAS Investment Partners
Connecticut
$229M +$47.4M +26% 27.1% 527% 8 50% 0.2
Gilman Hill Asset Management
3125
Gilman Hill Asset Management
Connecticut
$229M -$17M -7% 3.46% 54.2% 184 14.13% 2.7