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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)
Intellectus Partners
3276
Intellectus Partners
California
$231M -$1.37M -0.6% 4.03% 157% 437 57.89% 1.5
Cheviot Value Management
3277
Cheviot Value Management
California
$231M +$25.2M +12% 5.99% 77.8% 66 13.64% 3.2
Financial Planning & Information Services
3278
Financial Planning & Information Services
Wisconsin
$231M +$6.35M +3% 2.39% 13% 48 2.08% 3.6
Tinicum
3279
Tinicum
New York
$231M -$19.5M -8% 5.84% 21.1% 4 0% 3.4
MM
3280
Midas Management
New York
$231M -$3.56M -2% 4.9% 43.3% 122 15.57% 2.1
Mitsubishi UFJ Asset Management (UK)
3281
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$231M +$26.8M +13% 4.63% 151% 89 22.47% 1
Huber Financial Advisors
3282
Huber Financial Advisors
Illinois
$230M +$25.4M +12% 2.64% – 131 16.03% 1.1
Albar Capital
3283
Albar Capital
United Kingdom
$230M -$57.1M -20% 8.74% 163% 43 74.42% 0.1
Aveo Capital Partners
3284
Aveo Capital Partners
Colorado
$230M +$13.7M +6% 2.44% 19.1% 205 26.83% 1.3
Bank OZK
3285
Bank OZK
Arkansas
$230M +$390K +0.2% 3.11% 112% 132 6.82% 4.1
Sunbelt Securities
3286
Sunbelt Securities
Texas
$230M +$29.9M +15% 2.97% 83.5% 269 17.84% 1.6
ECM
3287
EagleClaw Capital Management
Massachusetts
$230M +$10.7M +5% 3.65% 104% 126 7.94% 3.7
Callodine Capital Management
3288
Callodine Capital Management
Massachusetts
$230M +$26M +13% 0.85% 53.8% 39 30.77% 0.4
Banco BTG Pactual
3289
Banco BTG Pactual
Brazil
$229M -$118M -34% 4.71% 135% 84 55.95% 0.4
Advisors Management Group
3290
Advisors Management Group
Wisconsin
$229M +$5.58M +2% 1.1% 125% 91 8.79% 2.5
RHFI
3291
Reilly Herbert Faulkner III
$229M +$10.6M +5% 4.34% 80.6% 48 2.08% 4
Goldstein Munger & Associates
3292
Goldstein Munger & Associates
California
$229M -$32K -0% 3.32% 11.9% 35 5.71% 4.2
Summit Trail Advisors
3293
Summit Trail Advisors
New York
$229M -$2.42M -1% 2.42% 74.8% 91 27.47% 0.7
Montgomery Investment Management
3294
Montgomery Investment Management
Maryland
$229M +$4.41M +2% 4.77% 98.4% 90 0% 4.6
AlphaMark Advisors
3295
AlphaMark Advisors
Kentucky
$228M -$8.12M -3% 2.07% 26.4% 557 11.67% 2.7
Burt Wealth Advisors
3296
Burt Wealth Advisors
Maryland
$228M +$6.55M +3% 2.54% 57.3% 382 13.09% 3.2
HA
3297
Hamel Associates
New Jersey
$228M +$5.19M +2% 3.13% 50.6% 86 6.98% 3.7
WWM
3298
Windsor Wealth Management
Indiana
$228M +$49.7M +28% 2.71% 37.3% 177 15.82% 1
Toronado Partners
3299
Toronado Partners
California
$228M +$44.7M +24% 18.5% 158% 12 8.33% 0.4
Supplemental Annuity Collective Trust (SACT) of New Jersey
3300
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$228M +$2.58M +1% 3.12% 147% 237 19.41% 2.5