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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)
Hamilton Point Investment Advisors
3176
Hamilton Point Investment Advisors
North Carolina
$363M +$34.3M +10% 11.6% 79.3% 80 8.75% 5.2
Chan Zuckerberg Initiative
3177
Chan Zuckerberg Initiative
California
$363M – – 9.05% 59% 4 – 0
Marathon Capital Management
3178
Marathon Capital Management
Maryland
$363M +$12.8M +4% 8.5% 74% 153 5.23% 2.4
Stonnington Group
3179
Stonnington Group
California
$363M +$7.95M +2% 12.1% – 220 17.73% 1.4
Haverford Financial Services
3180
Haverford Financial Services
Pennsylvania
$363M +$36M +11% 12.8% 57.9% 66 4.55% 4.3
Sycomore Asset Management
3181
Sycomore Asset Management
France
$363M +$8.26M +2% 9.64% 163% 116 18.1% 1.5
Foyston, Gordon, & Payne
3182
Foyston, Gordon, & Payne
Ontario, Canada
$362M -$2.95M -0.8% 12.4% 57.2% 70 24.29% 4.3
BCM Advisors
3183
BCM Advisors
Louisiana
$362M +$21.9M +6% 7.74% 59.3% 62 3.23% 3
Mitchell Capital Management
3184
Mitchell Capital Management
Kansas
$362M +$9.27M +3% 8.5% 234% 129 6.2% 3.2
Consolidated Planning Corp
3185
Consolidated Planning Corp
Georgia
$361M +$40.9M +13% 10.9% 84.6% 128 20.31% 1.3
Partners in Financial Planning
3186
Partners in Financial Planning
Virginia
$361M +$11.2M +3% 6.1% 38.9% 95 10.53% 1.3
Emerald Advisors
3187
Emerald Advisors
Washington
$361M +$16.6M +5% 0.71% 71.8% 86 20.93% 1.9
Barber Financial Group
3188
Barber Financial Group
Kansas
$361M +$16.8M +5% 4.65% 39% 144 16.67% 2.7
Morgan Dempsey Capital Management
3189
Morgan Dempsey Capital Management
Wisconsin
$361M +$56.9M +19% 16.5% 52.1% 188 24.47% 2.2
Harber Asset Management
3190
Harber Asset Management
North Carolina
$361M +$40.7M +13% 14.3% 63.6% 40 30% 1
Contravisory Investment Management
3191
Contravisory Investment Management
Massachusetts
$361M +$61M +20% 16.7% 135% 346 19.65% 1.6
ETH
3192
Exos TFP Holdings
New York
$360M +$142M +65% 4.24% – 739 52.64% 0.2
Shorepoint Capital Partners
3193
Shorepoint Capital Partners
Massachusetts
$360M +$151M +72% 10.6% – 140 48.57% 1.5
FBT
3194
First Bank & Trust
South Dakota
$360M +$87.8M +32% 10.2% 85.6% 188 14.89% 3.7
Maltese Capital Management
3195
Maltese Capital Management
New York
$360M -$76.7M -18% 6.47% 114% 125 22.4% 2.9
All-Stars Investment
3196
All-Stars Investment
Hong Kong
$360M +$65.5M +22% 22.5% 41.7% 4 25% 0.8
III
3197
Independent Investors Inc
New York
$359M +$7.8M +2% 6.23% 94.5% 68 7.35% 7.4
Turiya Advisors Asia
3198
Turiya Advisors Asia
Hong Kong
$359M +$219M +156% 9% 247% 6 66.67% 0.3
CCM
3199
Chimera Capital Management
New York
$359M -$841K -0.2% 16.1% – 288 71.18% 0.1
IIA
3200
IPG Investment Advisors
California
$359M +$2M +0.6% 4.03% 126% 163 25.77% 2