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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)
LFG
3251
LifePlan Financial Group
Ohio
$151M +$32.6M +28% 3.57% 20.2% 83 19.28% 1.1
Somerset Trust
3252
Somerset Trust
Pennsylvania
$150M +$7.07M +5% 7.38% 80.5% 187 3.21% 0.9
Roberts, Glore & Co
3253
Roberts, Glore & Co
Illinois
$150M +$5.45M +4% 4.28% 72.3% 146 12.33% 1.3
Amarillo National Bank
3254
Amarillo National Bank
Texas
$150M +$6.16M +4% 3.96% 56.3% 133 6.02% 1.3
Lipe & Dalton
3255
Lipe & Dalton
New York
$150M -$3.18M -2% 0.73% 101% 71 21.13% 1.1
Franklin, Parlapiano, Turner & Welch
3256
Franklin, Parlapiano, Turner & Welch
Texas
$149M +$10M +7% 4.54% 41.6% 46 4.35% 1.4
SSI
3257
Scott & Selber Inc
Texas
$149M +$6.04M +4% 10.4% 202% 74 25.68% 1
Hengistbury Investment Partners
3258
Hengistbury Investment Partners
United Kingdom
$149M -$73.4M -33% 15.9% 108% 5 40% 0.7
Peachtree Investment Advisors
3259
Peachtree Investment Advisors
Georgia
$149M -$483K -0.3% 1.1% 24.2% 418 11.96% 0.5
First Citizens Bancorporation
3260
First Citizens Bancorporation
South Carolina
$149M +$10.5M +8% 5.25% – 120 13.33% 1.1
BCA
3261
Benchmark Capital Advisors
New York
$149M +$3.92M +3% 3.41% 29.5% 143 23.78% 1.1
Stillwater Investment Management (Minnesota)
3262
Stillwater Investment Management (Minnesota)
Minnesota
$149M +$6.61M +5% 4.06% 72.3% 68 2.94% 1
Mader & Shannon Wealth Management
3263
Mader & Shannon Wealth Management
Missouri
$148M +$97.2M +189% 6.55% 53.1% 27 74.07% 0.2
Yost Capital Management
3264
Yost Capital Management
Texas
$148M – – 7.46% 125% 13 – 0
Nebula Capital Management
3265
Nebula Capital Management
Connecticut
$148M +$13.2M +10% 9.95% 25.6% 34 35.29% 0.8
NVIM
3266
New Vernon Investment Management
Illinois
$148M +$25.4M +21% 7.95% 83.1% 76 68.42% 0.4
D'Orazio & Associates
3267
D'Orazio & Associates
Virginia
$148M +$11.3M +8% 7.26% 61.2% 263 12.17% 0.9
Acuta Capital Partners
3268
Acuta Capital Partners
California
$148M – – 22.3% 7,269% 64 – 0
Shaker Investments
3269
Shaker Investments
Ohio
$148M +$1.2M +0.8% 9.96% 205% 76 34.21% 0.6
Goodman Financial
3270
Goodman Financial
Texas
$148M -$283K -0.2% 3.7% 52.5% 50 44% 0.9
Kays Financial Advisory
3271
Kays Financial Advisory
Georgia
$148M +$10.5M +8% 2.08% 23.3% 59 30.51% 0.6
Gemmer Asset Management
3272
Gemmer Asset Management
California
$148M +$6.8M +5% 2.13% 96.8% 1,532 8.36% 0.7
Avoro Capital Advisors
3273
Avoro Capital Advisors
New York
$148M – – 32% 512% 30 – 0
Hyperion Asset Management
3274
Hyperion Asset Management
Australia
$148M – – 10.7% 151% 1 – 0
Mosaic Financial Partners
3275
Mosaic Financial Partners
California
$147M +$5.45M +4% 1.99% 6.05% 50 12% 1.3