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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)
Geller Advisors
3101
Geller Advisors
New York
$255M +$8.87M +4% 3.53% 20.4% 25 4% 3.3
Franklin, Parlapiano, Turner & Welch
3102
Franklin, Parlapiano, Turner & Welch
Texas
$255M +$1.83M +0.7% 3.97% 41.6% 46 4.35% 5.2
WCMN
3103
Westchester Capital Management (Nebraska)
Nebraska
$255M +$21.6M +9% 4.32% 121% 45 20% 4.5
Schnieders Capital Management
3104
Schnieders Capital Management
California
$255M +$21.3M +9% 2.94% 103% 171 14.62% 3.4
Affinity Wealth Management
3105
Affinity Wealth Management
Delaware
$255M +$2.74M +1% 4.2% 116% 109 19.27% 1.5
Family Management
3106
Family Management
New York
$255M +$22.9M +10% 2.93% 69% 186 33.33% 1.1
Northside Capital Management
3107
Northside Capital Management
Oregon
$255M +$3.03M +1% 1.78% 99.6% 64 7.81% 3.4
PLFAM
3108
Pineno Levin & Ford Asset Management
Virginia
$255M +$15.1M +6% 6.35% 81.6% 109 9.17% 3.8
Tuttle Capital Management
3109
Tuttle Capital Management
Connecticut
$255M -$243M -49% 6.83% 115% 213 82.16% 0.2
Kavar Capital Partners Group
3110
Kavar Capital Partners Group
Kansas
$254M +$30.3M +13% 3.5% 77.2% 517 77.76% 0.7
Hardy Reed
3111
Hardy Reed
Mississippi
$254M -$18.7M -7% 3.11% 69.7% 69 7.25% 0.4
JGP Global Gestao de Recursos
3112
JGP Global Gestao de Recursos
Brazil
$254M -$16.3M -6% 15.1% 261% 89 67.42% 0.4
Court Place Advisors
3113
Court Place Advisors
Maryland
$254M +$6.46M +3% 3.07% 92% 188 9.04% 3.7
Stansberry Asset Management
3114
Stansberry Asset Management
Texas
$254M -$37.5M -13% 4.69% 79.6% 74 35.14% 0.7
Knights of Columbus Asset Advisors
3115
Knights of Columbus Asset Advisors
Connecticut
$254M +$5.93M +2% 4.34% 137% 147 14.97% 1.3
Stonebridge Capital Management
3116
Stonebridge Capital Management
California
$254M -$20.2M -7% 3.53% – 155 11.61% 3.7
Doliver Advisors
3117
Doliver Advisors
Texas
$254M +$6.25M +3% 0.45% 92.3% 170 37.06% 0.9
NAMP
3118
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$254M +$8.1M +3% 4.69% 90.2% 126 13.49% 3.8
ECM
3119
Endurant Capital Management
California
$254M +$704K +0.3% 1.18% 18.4% 90 66.67% 0.4
Fort Point Capital Partners
3120
Fort Point Capital Partners
California
$253M +$24.3M +11% 2.42% 62.2% 119 19.33% 2.3
General Industrial Partners
3121
General Industrial Partners
United Kingdom
$253M -$29M -10% 8.94% – 6 16.67% 0.4
Patriot Financial Partners
3122
Patriot Financial Partners
Pennsylvania
$253M +$29.7M +13% 14.5% 16.6% 12 0% 1.8
PCM
3123
Perritt Capital Management
Illinois
$253M -$13.8M -5% 1.67% 80.9% 237 9.28% 3.3
PAS
3124
Partnervest Advisory Services
California
$253M +$11.8M +5% 3.17% 45.1% 292 34.25% 2.1
LP
3125
LGL Partners
Pennsylvania
$253M -$11M -4% 2.41% 68.9% 110 5.45% 1.4