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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)
Keystone Financial Group (Kentucky)
3101
Keystone Financial Group (Kentucky)
Kentucky
$221M -$23M -9% 12.3% 116% 195 11.79% 0.8
EGA
3102
E&G Advisors
Texas
$221M -$42M -16% 12.1% 97.7% 210 14.29% 2.2
Cutler Capital Management
3103
Cutler Capital Management
Massachusetts
$221M -$13.5M -6% 6.03% 39.7% 99 17.17% 2.1
Standard General
3104
Standard General
New York
$221M -$83.8M -28% 25% 259% 6 33.33% 1.3
Plancorp LLC
3105
Plancorp LLC
Missouri
$220M -$33.7M -13% 11.9% 67.3% 182 18.68% 2.1
BFSG LLC
3106
BFSG LLC
California
$220M -$17M -7% 7.82% 81.9% 131 36.64% 1.5
PLFAM
3107
Pineno Levin & Ford Asset Management
Virginia
$220M -$27.9M -11% 9.44% 81.6% 105 6.67% 3.7
TIAA Kaspick
3108
TIAA Kaspick
Massachusetts
$220M – – 11.1% 45.9% 13 – 0
BA
3109
BKS Advisors
Michigan
$220M -$52.1M -19% 13.4% 58% 233 21.03% 2.5
KMG Fiduciary Partners
3110
KMG Fiduciary Partners
Ohio
$220M – – 10.6% 114% 100 – 0
Hamilton Capital
3111
Hamilton Capital
Ohio
$220M -$53.6M -20% 8.63% – 37 32.43% 0.7
Capital City Trust
3112
Capital City Trust
Florida
$220M -$29.7M -12% 8.43% 98.5% 98 3.06% 4.4
Court Place Advisors
3113
Court Place Advisors
Maryland
$220M -$44.2M -17% 12.6% 92% 185 14.05% 3.6
Outlook Wealth Advisors
3114
Outlook Wealth Advisors
Texas
$219M – – 12.1% 70% 175 – 0
Rosenblum Silverman Sutton
3115
Rosenblum Silverman Sutton
California
$219M -$82.6M -27% 19% 90.1% 62 4.84% 2.9
Diameter Capital Partners
3116
Diameter Capital Partners
New York
$219M -$739M -77% 16.2% 378% 34 79.41% 0.2
Ellis Investment Partners
3117
Ellis Investment Partners
Pennsylvania
$219M – – 13.4% 70.8% 148 – 0
Peavine Capital
3118
Peavine Capital
Nevada
$219M +$1.37M +0.6% 8.63% 30.8% 25 28% 3.3
Evolution Wealth Advisors
3119
Evolution Wealth Advisors
Florida
$219M – – 11.4% 84.5% 141 – 0
IBEX Wealth Advisors
3120
IBEX Wealth Advisors
New Jersey
$219M -$60.4M -22% 8.56% 221% 106 48.11% 1
Mirova
3121
Mirova
France
$219M – – 10.4% 64.6% 95 – 0
Knights of Columbus Asset Advisors
3122
Knights of Columbus Asset Advisors
Connecticut
$218M -$30M -12% 12.6% 137% 145 12.41% 1
HughesLittle Investment Management
3123
HughesLittle Investment Management
$218M -$34.3M -14% 13.1% 106% 21 19.05% 3.6
Foresite Capital Management IV
3124
Foresite Capital Management IV
California
$218M -$87.2M -29% 21.8% 151% 26 50% 0.6
Cypress Capital
3125
Cypress Capital
Tennessee
$217M – – 8.15% 43.6% 70 – 0