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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)
Gries Financial
3276
Gries Financial
Ohio
$371M +$8.86M +2% 2.99% 71.3% 187 19.79% 1.4
Perennial Advisors
3277
Perennial Advisors
New York
$371M -$21.5M -5% 2.75% – 117 8.55% 3.9
ARG
3278
Advisory Resource Group
Oklahoma
$371M +$2.88M +0.8% 1.45% 72% 166 18.07% 2.1
Kowal Investment Group
3279
Kowal Investment Group
Wisconsin
$371M -$3.38M -0.9% 3.1% 21.1% 164 10.98% 1.7
Gibson Capital
3280
Gibson Capital
Pennsylvania
$370M -$15M -4% 4.62% 67.2% 54 7.41% 4.6
EAM Global Investors
3281
EAM Global Investors
California
$370M +$29.5M +9% 17% 2,399% 142 73.94% 0.2
Wilkins Investment Counsel
3282
Wilkins Investment Counsel
Massachusetts
$370M -$13M -3% 2.8% 56.2% 77 10.39% 7.6
Great Diamond Partners
3283
Great Diamond Partners
Maine
$369M -$9.39M -2% 2.99% 86.1% 236 14.83% 2.3
Patton Fund Management
3284
Patton Fund Management
Texas
$369M +$26.7M +8% 3.44% 211% 95 34.74% 1.2
MONECO Advisors
3285
MONECO Advisors
Connecticut
$369M +$1.1M +0.3% 2.95% 70.5% 359 12.81% 2.2
Yakira Capital Management
3286
Yakira Capital Management
Connecticut
$368M -$8.6M -2% 4.9% 74.1% 435 31.49% 1
TAA
3287
TB Alternative Assets
Cayman Islands
$368M -$33.6M -8% 1.49% 312% 46 32.61% 1.1
Summit Asset Management
3288
Summit Asset Management
Tennessee
$368M -$11.2M -3% 3.06% 48.9% 156 5.77% 5.8
Sandia Investment Management
3289
Sandia Investment Management
Massachusetts
$368M -$83.9M -19% 0.44% 20.5% 337 70.03% 0.3
New Hampshire Trust
3290
New Hampshire Trust
New Hampshire
$368M -$16.9M -4% 3.36% 88.5% 172 5.81% 0.7
Miramar Capital
3291
Miramar Capital
Illinois
$368M -$26.5M -7% 4.64% 47.3% 81 22.22% 2.8
Drexel Morgan & Co
3292
Drexel Morgan & Co
Pennsylvania
$368M -$18M -5% 4.23% 50.1% 48 8.33% 7.4
Bellwether Advisors
3293
Bellwether Advisors
Nebraska
$367M +$27.6M +8% 3.38% 115% 126 40.48% 1.6
Kingfisher Capital
3294
Kingfisher Capital
North Carolina
$367M -$16.5M -4% 2.27% 58.5% 173 6.36% 4.1
Lafayette Investments
3295
Lafayette Investments
Maryland
$367M -$13.6M -4% 1.47% 77.9% 131 6.11% 4.5
Foyston, Gordon, & Payne
3296
Foyston, Gordon, & Payne
Ontario, Canada
$367M -$15.4M -4% 3.64% 57.2% 60 13.33% 5
Rhino Investment Partners
3297
Rhino Investment Partners
Pennsylvania
$366M -$31.1M -8% 0.24% 110% 24 20.83% 0.9
Delta Air Lines
3298
Delta Air Lines
Georgia
$366M +$53.7M +17% 13.8% 5.3% 5 0% 1.6
Ipswich Investment Management
3299
Ipswich Investment Management
Massachusetts
$366M -$13.6M -4% 2.11% 104% 192 5.21% 5.2
Heritage Investment Group
3300
Heritage Investment Group
Florida
$366M +$6.3M +2% 2.79% 51.2% 94 9.57% 1.3