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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)
BCH
3226
Berkshire Capital Holdings
California
$232M +$82.4M +55% 37.9% 2,748% 40 40% 0.5
Patten Group
3227
Patten Group
Tennessee
$232M +$21.4M +10% 12.2% 99% 610 69.67% 3.6
Zhang Financial
3228
Zhang Financial
Michigan
$232M +$25.2M +12% 11.7% 67.9% 89 11.24% 3.6
SCM
3229
Symons Capital Management
Pennsylvania
$232M -$8.49M -4% 11.7% 25.4% 81 32.1% 1.3
CT
3230
Chicago Trust
Illinois
$232M +$21M +10% 10.6% 96.7% 188 16.49% 2.7
Family Management
3231
Family Management
New York
$232M -$6.75M -3% 10.6% 69% 154 33.12% 1.2
JHL Capital Group
3232
JHL Capital Group
Illinois
$232M -$70M -23% 12% – 15 66.67% 0.4
DAFNA Capital Management
3233
DAFNA Capital Management
California
$232M +$30.7M +15% 31.8% 313% 89 17.98% 1.8
Northwest Bancshares
3234
Northwest Bancshares
Pennsylvania
$232M +$24.5M +12% 11.9% 84.8% 143 13.29% 1.1
SFSIG
3235
San Francisco Sentry Investment Group
California
$232M +$19.6M +9% 14.6% 436% 1,125 21.96% 1.6
LDFR
3236
Lehman & Derafelo Financial Resources
Pennsylvania
$232M +$30.6M +15% 11.2% 37.5% 195 9.74% 0.2
Wind River Trust Company
3237
Wind River Trust Company
Wyoming
$232M +$22.3M +11% 11.5% 62.1% 9 0% 4.2
Armbruster Capital Management
3238
Armbruster Capital Management
New York
$231M +$29.6M +15% 12.3% 66.7% 72 8.33% 2.8
Summit Trail Advisors
3239
Summit Trail Advisors
New York
$231M -$51.6M -18% 13.9% 74.8% 145 71.72% 0.5
SC
3240
Saybrook Capital
North Carolina
$231M +$21.2M +10% 13.1% 72.5% 48 4.17% 4.7
Benedict Financial Advisors
3241
Benedict Financial Advisors
Georgia
$231M +$28M +14% 11.9% 72.4% 106 3.77% 3.5
HT Partners
3242
HT Partners
Connecticut
$231M +$23M +11% 9.33% 71.1% 29 13.79% 2.8
Kentucky Farm Bureau Mutual Insurance
3243
Kentucky Farm Bureau Mutual Insurance
Kentucky
$230M +$26M +13% 14% 83.3% 87 4.6% 2.4
RiverPark Advisors
3244
RiverPark Advisors
New York
$230M +$2.39M +1% 18% 87.5% 53 11.32% 2.5
AC
3245
Argentiere Capital
Switzerland
$230M -$90.2M -28% 18% 1.96% 93 76.34% 0.3
CCM
3246
Compton Capital Management
Rhode Island
$230M +$20.4M +10% 14.1% 75.6% 140 10% 4.5
Principal Street Partners
3247
Principal Street Partners
Tennessee
$230M – – 13.4% 91% 77 – 0
Redmond Asset Management
3248
Redmond Asset Management
Virginia
$230M +$20.9M +10% 14.9% 68.2% 172 16.86% 2.8
Glassman Wealth Services
3249
Glassman Wealth Services
Virginia
$230M +$44M +24% 12.8% 62.6% 1,312 30.64% 1.5
KC
3250
Keenan Capital
California
$230M +$46.6M +25% 28.2% 110% 13 7.69% 1