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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)
Dorsey Wright & Associates
3301
Dorsey Wright & Associates
California
$342M -$88.7M -21% 9.63% 311% 353 44.19% 0.5
HughesLittle Investment Management
3302
HughesLittle Investment Management
$341M -$97.1M -22% 20% 106% 15 6.67% 4.4
Siemens
3303
Siemens
Germany
$341M -$162M -32% 32.2% 16.8% 1 0% 0.5
GA
3304
GRS Advisors
Illinois
$341M -$56.2M -14% 15.1% 54.3% 40 45% 0.8
PFMOSF
3305
Philadelphia Financial Management of San Francisco
California
$340M +$29.6M +10% 15.1% 209% 51 58.82% 0.3
Curated Wealth Partners
3306
Curated Wealth Partners
California
$340M +$45.2M +15% 22.6% 39.9% 168 40.48% 1.1
Benjamin Edwards Inc
3307
Benjamin Edwards Inc
Missouri
$340M -$3.65M -1% 9.8% 66.5% 760 15% 1.4
Graham Holdings Co Master Retirement Trust
3308
Graham Holdings Co Master Retirement Trust
Virginia
$340M -$100M -23% 22.7% 46% 2 0% 0.5
Greenspring Advisors
3309
Greenspring Advisors
Maryland
$340M -$36.6M -10% 12.8% – 123 21.95% 0.4
The Family Firm
3310
The Family Firm
Maryland
$339M -$42.2M -11% 13% 40.2% 185 10.27% 4.3
Abacus Planning Group
3311
Abacus Planning Group
South Carolina
$339M -$32.1M -9% 15% 59.1% 220 18.18% 2.7
SOA Wealth Advisors
3312
SOA Wealth Advisors
New York
$339M -$70.7M -17% 17.4% 79.1% 1,087 13.52% 1.3
Hohimer Wealth Management
3313
Hohimer Wealth Management
Washington
$339M -$168M -33% 14.9% 99.7% 222 14.41% 1.7
EVR Research
3314
EVR Research
Virginia
$339M +$67.7M +25% 10% 165% 49 61.22% 0.3
Benedict Financial Advisors
3315
Benedict Financial Advisors
Georgia
$338M -$35.9M -10% 8.88% 72.4% 123 5.69% 4.8
Oliver Luxxe Assets
3316
Oliver Luxxe Assets
New Jersey
$338M -$56.8M -14% 10.3% 137% 219 31.96% 2
SF
3317
Symphony Financial
Texas
$338M -$87.4M -21% 14% 95.7% 210 23.33% 1.3
Stillwater Investment Management (Minnesota)
3318
Stillwater Investment Management (Minnesota)
Minnesota
$338M -$59.1M -15% 15.4% 72.3% 90 8.89% 5.6
Gibson Capital
3319
Gibson Capital
Pennsylvania
$338M -$61.8M -15% 16.8% 67.2% 46 23.91% 4.3
Semper Augustus Investments Group
3320
Semper Augustus Investments Group
Colorado
$338M -$55.9M -14% 15.7% 95.4% 32 0% 5.5
Callodine Capital Management
3321
Callodine Capital Management
Massachusetts
$337M +$26M +8% 12% 53.8% 54 27.78% 1.2
Occidental Asset Management
3322
Occidental Asset Management
California
$337M -$53.7M -14% 12.1% 82.5% 201 16.92% 3.4
Noesis Capital Mangement
3323
Noesis Capital Mangement
Florida
$337M -$78.6M -19% 16.2% 128% 121 20.66% 4.5
Brown University
3324
Brown University
Rhode Island
$336M -$72.3M -18% 19.1% 37.9% 14 14.29% 0.9
Janiczek Wealth Management
3325
Janiczek Wealth Management
Colorado
$336M -$25.8M -7% 11.7% 16.4% 1,111 13.59% 1.6