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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)
Scarborough Advisors
3301
Scarborough Advisors
Maryland
$321M +$27.6M +9% 6.36% 63.3% 60 18.33% 0.6
Renaissance Investment Group
3302
Renaissance Investment Group
Massachusetts
$321M +$13.9M +5% 2.2% 99.6% 85 4.71% 5.6
Farmers & Merchants Trust Company
3303
Farmers & Merchants Trust Company
California
$321M -$7.29M -2% 3.26% 79.8% 161 9.32% 3.1
Consolidated Planning Corp
3304
Consolidated Planning Corp
Georgia
$320M +$624K +0.2% 4.52% 84.6% 126 18.25% 1.2
Oliver Luxxe Assets
3305
Oliver Luxxe Assets
New Jersey
$320M -$18.2M -5% 3.75% 137% 200 25% 2.2
GTCM
3306
Gyon Technologies Capital Management
New Jersey
$320M -$37.2M -10% 0.27% 42.2% 660 79.24% 0.2
Brian C. Broderick
3307
Brian C. Broderick
$320M -$9.8M -3% 3.24% 98.6% 79 10.13% 5.9
Harber Asset Management
3308
Harber Asset Management
North Carolina
$320M -$5.94M -2% 5.27% 63.6% 41 31.71% 0.9
Marquette Asset Management
3309
Marquette Asset Management
Minnesota
$320M -$31.7M -9% 4.8% 69.6% 421 52.49% 2.4
Bank of New Hampshire
3310
Bank of New Hampshire
New Hampshire
$320M -$25.8M -7% 4.35% 96.5% 532 3.95% 0.7
PenderFund Capital Management
3311
PenderFund Capital Management
British Columbia, Canada
$320M -$42M -12% 4.81% 129% 220 37.27% 0.9
High Probability Advisors
3312
High Probability Advisors
New York
$319M +$3.72M +1% 6.23% 52.6% 46 13.04% 1.4
BCA
3313
Bray Capital Advisors
Florida
$319M -$16M -5% 4.51% 36.6% 295 8.81% 4.2
Intercontinental Wealth Advisors
3314
Intercontinental Wealth Advisors
Texas
$319M -$50.3M -14% 4.35% 46.7% 282 8.87% 2.9
Capricorn Fund Managers
3315
Capricorn Fund Managers
United Kingdom
$318M -$232M -42% 6.33% 169% 125 50.4% 0.4
Wright Investors Service
3316
Wright Investors Service
Connecticut
$318M -$31.9M -9% 5.59% 146% 156 19.23% 3.5
SFE Investment Counsel
3317
SFE Investment Counsel
California
$317M -$18M -5% 3.72% 105% 121 7.44% 5
LDFR
3318
Lehman & Derafelo Financial Resources
Pennsylvania
$317M -$6.04M -2% 2.72% 37.5% 205 2.93% 1.7
UAM
3319
UAS Asset Management
New York
$317M -$30.2M -9% 0.49% 98% 22 54.55% 3.3
Wexford Capital
3320
Wexford Capital
Florida
$316M -$1.43B -82% 12.9% 128% 220 64.55% 0.6
Gibson Capital
3321
Gibson Capital
Pennsylvania
$316M -$22.1M -7% 6.52% 67.2% 46 4.35% 4.5
TFC Financial Management
3322
TFC Financial Management
Massachusetts
$316M -$19.7M -6% 4.43% 66.9% 590 13.05% 1.7
Ellenbecker Investment Group
3323
Ellenbecker Investment Group
Wisconsin
$315M -$10.1M -3% 5.58% 56.3% 86 11.63% 2.9
Sagefield Capital
3324
Sagefield Capital
Texas
$315M +$96.3M +44% 5.52% 115% 180 45% 0.5
Market Street Wealth Management Advisors
3325
Market Street Wealth Management Advisors
Indiana
$315M -$8.09M -3% 6.04% 44% 97 18.56% 1.6