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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)
Financial Planning & Information Services
3301
Financial Planning & Information Services
Wisconsin
$144M $0 0% 2.96% 13% 32 0% 1
Summit Financial Wealth Advisors
3302
Summit Financial Wealth Advisors
Louisiana
$144M – – 4.48% 71.4% 238 – 0
Liberty Capital Management
3303
Liberty Capital Management
Michigan
$144M +$6.08M +4% 6.86% – 102 5.88% 1.4
Paragon Capital Management (Colorado)
3304
Paragon Capital Management (Colorado)
Colorado
$143M -$420K -0.3% 2.29% 109% 79 18.99% 1.2
Doliver Advisors
3305
Doliver Advisors
Texas
$143M -$2.12M -1% 3.43% 92.3% 340 54.12% 0.7
Blue Chip Partners
3306
Blue Chip Partners
Michigan
$143M – – 3.19% 81.2% 108 – 0
Private Harbour Investment Management & Counsel
3307
Private Harbour Investment Management & Counsel
Ohio
$143M -$18.8M -12% 1.11% 82.6% 101 22.77% 1.3
Advisory Alpha
3308
Advisory Alpha
Michigan
$143M -$7.56M -5% 0.6% 50.3% 34 0% 1
Yorkville Capital Management
3309
Yorkville Capital Management
New York
$143M -$30.2M -17% 9.9% – 57 21.05% 1.2
SFM
3310
Signature Financial Management
Virginia
$143M +$3.33M +2% 0.06% 20.8% 99 23.23% 1.1
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
3311
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$143M – – 0.87% 80.8% 31 – 0
Columbia Pacific Advisors
3312
Columbia Pacific Advisors
Washington
$143M – – 1.01% 5.27% 39 – 0.2
Wilsey Asset Management
3313
Wilsey Asset Management
California
$143M +$17.5M +14% 3.7% 66.9% 24 8.33% 0.9
WESPAC Advisors
3314
WESPAC Advisors
California
$143M +$18M +14% 5.78% 112% 167 51.5% 0.7
Alpha Capital Management
3315
Alpha Capital Management
Texas
$143M +$15.2M +12% 4.64% 88% 94 21.28% 1
SL
3316
SIB LLC
New York
$142M -$165K -0.1% 14.3% 29.2% 27 7.41% 1.4
D. Scott Neal
3317
D. Scott Neal
Kentucky
$142M +$16.2M +13% 4.45% 105% 37 13.51% 0.8
Great Hill Partners
3318
Great Hill Partners
Massachusetts
$142M – – 47.4% 24% 1 – 0
Archon Capital Management
3319
Archon Capital Management
Washington
$142M -$113M -44% 9.75% 222% 24 45.83% 0.9
Peregrine Asset Advisers
3320
Peregrine Asset Advisers
Oregon
$142M +$20.3M +17% 7.29% 182% 148 35.81% 0.8
Blume Capital Management
3321
Blume Capital Management
California
$142M +$13.4M +10% 1.01% 96.9% 305 38.36% 0.6
Arete Wealth Advisors
3322
Arete Wealth Advisors
Illinois
$142M +$9.28M +7% 1.7% 85.3% 167 35.33% 0.6
HughesLittle Investment Management
3323
HughesLittle Investment Management
$141M +$10.8M +8% 4.53% 106% 19 15.79% 0.9
Lumbard & Kellner
3324
Lumbard & Kellner
New Hampshire
$141M +$49K +0% 2.5% 137% 105 18.1% 0.7
Crystal Rock Capital Management
3325
Crystal Rock Capital Management
Illinois
$141M +$8.24M +6% 13% 172% 33 24.24% 1.1