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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)
MA
3201
Minerva Advisors
Pennsylvania
$188M +$11.5M +7% 7.64% 166% 75 6.67% 2.8
Schooner Capital
3202
Schooner Capital
Florida
$187M +$2.53M +1% 9.82% 31.1% 1 0% 3.8
SIG
3203
Schaller Investment Group
North Carolina
$187M -$7.84M -4% 0.65% 21.9% 43 4.65% 2.7
Frazier Management
3204
Frazier Management
Washington
$187M +$108M +136% 37.5% 408% 7 14.29% 1
ELCO Management
3205
ELCO Management
New York
$187M +$7.07M +4% 3.37% 98.3% 151 18.54% 0.4
Aull & Monroe Investment Management
3206
Aull & Monroe Investment Management
Alabama
$187M +$8.91M +5% 4.31% 98.3% 134 6.72% 2.9
Venor Capital Management
3207
Venor Capital Management
New York
$187M +$38.3M +26% 6.13% – 19 73.68% 0.6
Broadmark Asset Management
3208
Broadmark Asset Management
California
$187M -$47.6M -20% 6.7% 39.6% 6 83.33% 0.9
Hudock Inc
3209
Hudock Inc
Pennsylvania
$187M +$10M +6% 3.35% 69.7% 620 9.84% 2.7
WealthTrust-Arizona
3210
WealthTrust-Arizona
Arizona
$186M +$11.7M +7% 4.58% 20.2% 664 11.45% 2.3
Peregrine Asset Advisers
3211
Peregrine Asset Advisers
Oregon
$186M +$17.4M +10% 9.06% 182% 117 42.74% 1.7
FNBOMD
3212
First National Bank of Mount Dora
Florida
$186M +$16.9M +10% 4.22% 96.2% 84 13.1% 3
Starfire Investment Advisers
3213
Starfire Investment Advisers
Michigan
$186M +$10.5M +6% 4.43% 19.2% 156 10.9% 1.6
AMG Funds
3214
AMG Funds
Connecticut
$186M +$2.6M +1% 4.24% 6.28% 111 7.21% 0.5
Matisse Capital
3215
Matisse Capital
Oregon
$186M +$1.01M +0.5% 6.84% 66.9% 129 41.09% 0.6
Anderson Hoagland & Co
3216
Anderson Hoagland & Co
Missouri
$186M +$13.9M +8% 6.04% 95.1% 115 20% 2.1
White Pine Investment Company
3217
White Pine Investment Company
Michigan
$186M +$836K +0.5% 4.4% 73.3% 57 5.26% 2.9
Heritage Wealth Advisors
3218
Heritage Wealth Advisors
Virginia
$185M +$32.5M +21% 5.71% 65% 97 17.53% 2
SC
3219
Saybrook Capital
North Carolina
$185M +$27.4M +17% 4.54% 67.1% 49 4.08% 3
Asset Dedication LLC
3220
Asset Dedication LLC
California
$185M +$12.8M +7% 4.63% 67.8% 408 13.97% 1
Kinsight LLC
3221
Kinsight LLC
Alabama
$185M -$5.86M -3% 5.15% 15.7% 35 0% 2.9
EnCap Energy Capital Fund IX
3222
EnCap Energy Capital Fund IX
Texas
$185M -$9.47M -5% 4.87% 69.2% 1 0% 0.3
Geller Advisors
3223
Geller Advisors
New York
$185M +$16.6M +10% 8.67% 20.4% 22 4.55% 2.9
Lyell Wealth Management
3224
Lyell Wealth Management
California
$185M +$23.9M +15% 7.43% 128% 101 14.85% 0.2
Vontobel Swiss Wealth Advisors
3225
Vontobel Swiss Wealth Advisors
Switzerland
$185M +$21.8M +13% 6.56% 70.1% 81 30.86% 1.2