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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)
SG
3301
Standard General
New York
$176M -$33.3M -16% 25.6% 259% 5 20% 1.1
PTB
3302
Pioneer Trust Bank
Oregon
$176M +$6.02M +4% 4.86% 61.4% 70 1.43% 3.2
MGB
3303
Mass General Brigham
Massachusetts
$176M +$696K +0.4% 0.4% – 1 0% 0.5
HPIA
3304
Hamilton Point Investment Advisors
North Carolina
$176M +$13.8M +8% 6.83% 79.3% 74 5.41% 2.5
TSS
3305
Thomas Story & Son
Indiana
$176M +$9.21M +6% 4.22% 101% 52 7.69% 3
RO
3306
Reservoir Operations
New York
$176M +$86.8M +98% 11.9% 12% 22 13.64% 2.4
BC
3307
Bodenholm Capital
Sweden
$175M +$12.8M +8% 13.7% 86% 10 60% 0.1
CIG
3308
Consolidated Investment Group
Colorado
$175M +$15.9M +10% 7.65% 140% 53 13.21% 2.6
DM
3309
Delphi Management
Massachusetts
$175M +$4.04M +2% 7.18% 111% 102 25.49% 1.8
AWW
3310
Alan W. Weber
$175M +$9.72M +6% 8.87% 192% 65 7.69% 1.7
EML
3311
Eos Management LP
New York
$175M -$12.8M -7% 4.75% 152% 23 13.04% 3.5
JWM
3312
Janiczek Wealth Management
Colorado
$175M -$49.2M -22% 4.16% 16.4% 58 53.45% 0.2
HIM
3313
HughesLittle Investment Management
$175M +$5.54M +3% 11.6% 106% 19 0% 2.2
AACA
3314
American Assets Capital Advisers
California
$175M +$22.6M +15% 6.96% 73.5% 34 8.82% 1.6
DVM
3315
Dreman Value Management
Florida
$175M -$3.76M -2% 4.14% 36.6% 451 47.45% 1.3
BPV
3316
Battery Partners VIII
Massachusetts
$174M +$2.68M +2% 1.56% – 1 0% 0.3
HT
3317
Hefren-Tillotson
Pennsylvania
$174M +$11.4M +7% 4.19% 40% 24 4.17% 2.4
CA
3318
Corrado Advisors
New Jersey
$174M +$12.5M +8% 4.5% 64% 125 28% 1.4
LCM
3319
Lionstone Capital Management
New York
$174M +$2.31M +1% 10.3% 74.1% 13 7.69% 2.8
BHA
3320
Beech Hill Advisors
New York
$174M +$6.57M +4% 6.19% 105% 94 26.6% 1.7
UAM
3321
UAS Asset Management
New York
$174M +$4.74M +3% 6.57% 98% 32 34.38% 1.8
AWMG
3322
Alliance Wealth Management Group
New Jersey
$173M +$37M +27% 3.22% – 67 47.76% 0.5
CFA
3323
Cahill Financial Advisors
Minnesota
$173M +$8.88M +5% 4.96% 55.9% 134 8.96% 2.1
PCA
3324
Peddock Capital Advisors
Massachusetts
$173M +$2.38M +1% 0.92% 104% 252 13.49% 1.2
MFS
3325
Monetta Financial Services
Illinois
$173M +$10.6M +7% 8.69% 275% 71 35.21% 1.2