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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)
FNBOMD
3151
First National Bank of Mount Dora
Florida
$227M +$23.9M +12% 8.87% 96.2% 96 26.04% 2.6
Beck Capital Management
3152
Beck Capital Management
Texas
$227M +$17.6M +8% 7.55% 291% 124 28.23% 1.1
TBA
3153
Train Babcock Advisors
New York
$227M +$47.7M +27% 7.14% 41.9% 115 40.87% 2.4
Shelter Insurance Retirement Plan
3154
Shelter Insurance Retirement Plan
Missouri
$227M +$12.3M +6% 8.85% 60.5% 41 0% 3.8
Carderock Capital Management
3155
Carderock Capital Management
Maryland
$227M +$5.24M +2% 5.73% 97.6% 77 9.09% 3.3
Pinkerton Retirement Specialists
3156
Pinkerton Retirement Specialists
Idaho
$226M +$22.5M +11% 5.04% 82.9% 232 37.93% 1.1
Lucia Wealth Services
3157
Lucia Wealth Services
California
$226M – – 4.6% 45.6% 121 – 0
Spitfire Capital
3158
Spitfire Capital
California
$226M -$13.7M -6% 6.54% 25.9% 20 0% 3
Chartist Inc
3159
Chartist Inc
California
$226M +$13.4M +6% 9.3% – 37 16.22% 2.1
IBEX Wealth Advisors
3160
IBEX Wealth Advisors
New Jersey
$226M -$44M -16% 6.86% 221% 154 49.35% 0.9
Founders Capital Management (Connecticut)
3161
Founders Capital Management (Connecticut)
Connecticut
$226M +$15.6M +7% 7.75% 99.9% 53 0% 3.2
MYDA Advisors
3162
MYDA Advisors
New York
$225M – – 6.54% 232% 157 – 0
Strategic Wealth Partners Group
3163
Strategic Wealth Partners Group
Illinois
$225M +$509K +0.2% 4.78% – 27 0% 1.3
CAMG Solamere Management
3164
CAMG Solamere Management
North Carolina
$225M +$24.5M +12% 7.59% 51.7% 144 14.58% 0.8
Oakview Capital Management
3165
Oakview Capital Management
Texas
$225M +$14.8M +7% 3.96% 21.2% 18 27.78% 0.2
Whetstone Capital Advisors
3166
Whetstone Capital Advisors
Kansas
$224M +$4.83M +2% 7.42% 282% 35 34.29% 0.8
Simon Quick Advisors
3167
Simon Quick Advisors
New Jersey
$224M -$51.5M -19% 5.91% 69.5% 651 50.38% 0.4
Clarius Group LLC
3168
Clarius Group LLC
Washington
$224M -$13.5M -6% 4.7% 92.1% 77 22.08% 1.5
PC
3169
Palo Capital
California
$224M +$34.6M +18% 9.31% 34.6% 132 12.88% 1.6
Birinyi Associates
3170
Birinyi Associates
Connecticut
$224M +$13.7M +6% 7.93% 113% 100 16% 2.8
Princeton Capital Management
3171
Princeton Capital Management
New Jersey
$224M – – 10.1% 180% 100 – 1.2
LP
3172
LGL Partners
Pennsylvania
$224M +$67.8M +44% 4.09% 68.9% 58 8.62% 1.5
IMA Advisory Services
3173
IMA Advisory Services
Colorado
$224M +$7.98M +4% 3.34% 74.5% 135 21.48% 2
GWA
3174
Guidant Wealth Advisors
Illinois
$223M +$82.5M +59% 3.28% 17.8% 213 18.78% 1
Mittleman Investment Management
3175
Mittleman Investment Management
New York
$223M +$4.34M +2% 3.3% 11.6% 7 0% 3.4