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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)
First National Bank & Trust Co of Newtown
3126
First National Bank & Trust Co of Newtown
Pennsylvania
$493M +$27.6M +6% 7.09% 55.7% 135 2.22% 8.2
Blue Grotto Capital
3127
Blue Grotto Capital
Georgia
$493M +$36.1M +8% 20.1% 296% 33 48.48% 1.1
Capital Advantage
3128
Capital Advantage
California
$492M -$347K -0.1% 3.95% 49.2% 51 27.45% 4.3
Norden Group
3129
Norden Group
Utah
$492M -$88.7M -15% 9.53% 104% 432 41.67% 0.3
White Lighthouse Investment Management
3130
White Lighthouse Investment Management
Massachusetts
$492M +$35.4M +8% 5.96% 62% 122 2.46% 4.7
Main Management Fund Advisors
3131
Main Management Fund Advisors
California
$492M +$135M +38% 10.3% 80% 7 28.57% 1.2
Elk River Wealth Management
3132
Elk River Wealth Management
Colorado
$492M -$28.7M -6% 7.7% 81.8% 116 21.55% 2.6
Euro Pacific Asset Management
3133
Euro Pacific Asset Management
Puerto Rico
$491M +$23.3M +5% 1.76% 172% 73 8.22% 2.7
Horst & Graben Wealth Management
3134
Horst & Graben Wealth Management
Oregon
$491M +$36.1M +8% 5.7% 62.2% 151 14.57% 2.4
GAMMA Investing
3135
GAMMA Investing
California
$491M +$122M +33% 12.2% 139% 3,415 9.08% 0.2
Wilsey Asset Management
3136
Wilsey Asset Management
California
$491M +$714K +0.1% 15% 66.9% 25 12% 4
Irenic Capital Management
3137
Irenic Capital Management
New York
$491M -$13.9M -3% 3.79% 93.6% 27 40.74% 0.5
EWA
3138
ERTS Wealth Advisors
Michigan
$490M +$26.3M +6% 5.07% 39.3% 92 9.78% 3.5
Wexford Capital
3139
Wexford Capital
Florida
$490M +$23.3M +5% 2.77% 128% 309 64.08% 0.6
Beck Bode LLC
3140
Beck Bode LLC
Massachusetts
$490M +$43.8M +10% 13.5% 155% 143 41.26% 0.9
VC
3141
Vision Capital
Ontario, Canada
$490M +$234M +92% 1.47% 19.8% 19 47.37% 0.4
NBW Capital
3142
NBW Capital
Massachusetts
$489M +$32.4M +7% 9.08% 86% 119 16.81% 3.7
Hunter Perkins Capital Management
3143
Hunter Perkins Capital Management
Illinois
$488M +$9.43M +2% 8.43% 58% 115 30.43% 1.5
Beacon Capital Management LLC (Tennessee)
3144
Beacon Capital Management LLC (Tennessee)
Tennessee
$488M +$132M +37% 9.91% 83% 1,162 24.1% 1.5
World Equity Group
3145
World Equity Group
Illinois
$487M -$11.7M -2% 8.84% 117% 373 29.22% 1.2
YLHM
3146
Yelin Lapidot Holdings Management
Israel
$486M +$71.9M +17% 11% 144% 82 3.66% 0.5
Heritage Investment Group
3147
Heritage Investment Group
Florida
$486M +$36.9M +8% 6.13% 54.5% 107 13.08% 1.6
Drexel Morgan & Co
3148
Drexel Morgan & Co
Pennsylvania
$486M +$53.1M +12% 5.84% 50.1% 53 5.66% 7.1
Realta Investment Advisors
3149
Realta Investment Advisors
Delaware
$485M +$42.4M +10% 11.2% 151% 821 48.72% 1.6
Schnieders Capital Management
3150
Schnieders Capital Management
California
$485M +$31.3M +7% 10% 103% 215 11.63% 5.2