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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)
JCP
3251
JB Capital Partners
New York
$540M +$63.1M +13% 19.7% 142% 82 6.1% 3.3
Martel Wealth Advisors
3252
Martel Wealth Advisors
Washington
$539M +$37.4M +7% 6.85% 43.4% 72 6.94% 3.4
Westside Investment Management
3253
Westside Investment Management
California
$539M +$69.8M +15% 12.5% 114% 1,338 30.94% 3.4
GWN Securities
3254
GWN Securities
Florida
$539M -$1.23B -70% 7.49% – 748 55.08% 0.3
Meteora Capital
3255
Meteora Capital
Florida
$539M +$228M +73% 9.58% 56.9% 250 71.2% 0.4
Perennial Advisors
3256
Perennial Advisors
New York
$538M +$37M +7% 9.63% – 127 14.17% 3.9
CRB
3257
Chad R. Baker
$538M +$47.3M +10% 12.6% 123% 50 0% 6.1
Amarillo National Bank
3258
Amarillo National Bank
Texas
$538M +$24.1M +5% 9.12% 63.5% 84 9.52% 6.8
SeaBridge Investment Advisors
3259
SeaBridge Investment Advisors
New Jersey
$538M +$74.8M +16% 11.7% 128% 212 14.62% 3.4
Pier 88 Investment Partners
3260
Pier 88 Investment Partners
California
$538M +$16.5M +3% 5.28% 36.1% 114 19.3% 1.9
Lawson Kroeker Investment Management
3261
Lawson Kroeker Investment Management
Nebraska
$538M -$4.28M -0.8% 0.07% 69.7% 97 8.25% 4.4
FA
3262
Financial Advisors
Massachusetts
$537M +$30.1M +6% 7.14% 71.5% 83 8.43% 4.7
Mitchell McLeod Pugh & Williams
3263
Mitchell McLeod Pugh & Williams
Alabama
$537M +$53.3M +11% 9.83% 90.7% 280 7.14% 6.1
Overbrook Management Corp
3264
Overbrook Management Corp
New York
$536M +$111M +26% 22.7% 157% 52 23.08% 3.6
Crawford Fund Management
3265
Crawford Fund Management
Massachusetts
$536M +$117M +28% 8.9% – 216 24.54% 0.9
SXL
3266
Summit X LLC
Missouri
$536M +$60.7M +13% 9.68% 62.9% 270 16.67% 3.3
First Turn Management
3267
First Turn Management
California
$536M +$40M +8% 14.9% – 42 33.33% 0.7
Lebenthal Global Advisors
3268
Lebenthal Global Advisors
New York
$536M +$2.22M +0.4% 7.94% 50.8% 207 24.64% 1.9
Strategy Asset Managers
3269
Strategy Asset Managers
California
$536M +$50.5M +10% 15.4% 115% 255 10.98% 3.3
Ramsay Stattman Vela & Price
3270
Ramsay Stattman Vela & Price
Colorado
$536M +$9.4M +2% 6.77% 81.8% 81 3.7% 7.3
Farmers Trust Company
3271
Farmers Trust Company
Ohio
$535M +$3.75M +0.7% 8.56% 73.5% 198 12.12% 6.4
Mitchell Capital Management
3272
Mitchell Capital Management
Kansas
$535M +$10.3M +2% 23.5% 219% 123 25.2% 3.7
IFC Advisors
3273
IFC Advisors
California
$535M +$55.5M +12% 10% – 181 16.02% 0.4
Corsair Capital Management
3274
Corsair Capital Management
New York
$534M +$139M +35% 39% 435% 173 41.04% 1.6
Abundance Wealth Counselors
3275
Abundance Wealth Counselors
Pennsylvania
$534M +$56.6M +12% 16% 94.7% 170 14.12% 1.6