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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)
Kellner Capital
3151
Kellner Capital
New York
$233M +$69.2M +42% 9.1% 390% 44 70.45% 0.3
Walter & Keenan Wealth Management
3152
Walter & Keenan Wealth Management
Indiana
$233M +$1.22M +0.5% 2.2% 92% 183 9.29% 2.7
CreativeOne Wealth
3153
CreativeOne Wealth
Kansas
$232M +$31.1M +15% 0.39% 67.6% 69 40.58% 0.2
Bridgeworth
3154
Bridgeworth
Alabama
$232M +$14M +6% 2.86% 19.3% 663 77.98% 0.1
Formidable Asset Management
3155
Formidable Asset Management
Ohio
$232M +$32.7M +16% 7.22% 52.2% 161 48.45% 2
BCM
3156
BBT Capital Management
Texas
$232M -$206M -47% 3.8% 31.4% 88 55.68% 1.6
Fruth Investment Management
3157
Fruth Investment Management
Texas
$232M +$6.58M +3% 4.36% 79.4% 200 4% 4.1
Supplemental Annuity Collective Trust (SACT) of New Jersey
3158
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$232M +$2.88M +1% 3.56% 147% 203 16.75% 2.4
Carderock Capital Management
3159
Carderock Capital Management
Maryland
$232M +$5.27M +2% 4.13% 97.6% 82 10.98% 3.3
Stillwater Investment Management (Minnesota)
3160
Stillwater Investment Management (Minnesota)
Minnesota
$232M +$2.42M +1% 3.37% 72.3% 69 8.7% 3.4
Gould Asset Management
3161
Gould Asset Management
California
$232M +$3.47M +2% 1.19% 42.8% 150 14.67% 2.9
Ashburton (Jersey)
3162
Ashburton (Jersey)
Jersey
$231M -$9.7M -4% 5.74% – 86 41.86% 1.2
BSW Wealth Partners
3163
BSW Wealth Partners
Colorado
$231M +$8.02M +4% 0.66% 75.4% 98 14.29% 2.6
Exane Asset Management
3164
Exane Asset Management
France
$231M -$102M -31% 5.97% 74.5% 199 79.4% 0.3
KS
3165
Karpas Strategies
Connecticut
$231M +$609K +0.3% 3.09% 16.1% 124 5.65% 4
ECM
3166
Endurant Capital Management
California
$231M -$37.1M -14% 4.42% 18.4% 85 42.35% 1.3
Geller Advisors
3167
Geller Advisors
New York
$230M +$25.4M +12% 9.52% 20.4% 37 24.32% 2.5
Princeton Capital Management
3168
Princeton Capital Management
New Jersey
$230M +$4.84M +2% 2.29% 180% 306 8.82% 0.7
GWA
3169
Guidant Wealth Advisors
Illinois
$230M +$8.7M +4% 0.49% 17.8% 311 25.4% 1.1
Edmonds Duncan Registered Investment Advisors
3170
Edmonds Duncan Registered Investment Advisors
Kansas
$230M +$7.06M +3% 1.69% 12.8% 116 5.17% 1.9
GCM
3171
Grisanti Capital Management
New York
$230M +$11.2M +5% 2.36% 17.9% 76 23.68% 1.9
PLFAM
3172
Pineno Levin & Ford Asset Management
Virginia
$230M +$206K +0.1% 2.01% 81.6% 109 10.09% 3.3
Ironwood Investment Counsel
3173
Ironwood Investment Counsel
Arizona
$230M +$4.82M +2% 2.25% 64% 144 9.72% 3.2
BCWM LLC
3174
BCWM LLC
Kansas
$229M -$6.32M -3% 2.59% – 78 25.64% 2.2
MYDA Advisors
3175
MYDA Advisors
New York
$229M +$82M +56% 60.8% 232% 223 86.55% 0.1