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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)
OLP Capital Management
3301
OLP Capital Management
Hong Kong
$567M -$207M -27% 2.37% 146% 5 20% 1.5
GWI
3302
Grace & White Inc
New York
$567M +$20.4M +4% 6.72% 59.6% 139 1.44% 7.1
FORA Capital
3303
FORA Capital
Florida
$566M -$335M -37% 22.7% 162% 705 67.66% 0.3
Greenspring Advisors
3304
Greenspring Advisors
Maryland
$565M – – 7.06% – 115 – 2.1
Moment Partners
3305
Moment Partners
California
$565M +$32.5M +6% 6.47% – 121 7.44% 0.7
Edge Wealth Management
3306
Edge Wealth Management
New York
$565M +$45.4M +9% 9.68% 75.3% 89 8.99% 5.7
Ironwood Financial
3307
Ironwood Financial
Arizona
$564M +$98.1M +21% 6.9% 54.1% 171 9.94% 5.4
FA
3308
Financial Advisors
Massachusetts
$564M +$27.4M +5% 6.9% 71.5% 82 7.32% 4.7
Act Two Investors
3309
Act Two Investors
California
$564M +$74.3M +15% 8.24% 53% 41 14.63% 3.2
FCP
3310
Fine Capital Partners
New York
$563M -$144M -20% 12.8% 95.5% 1 0% 12.3
Estuary Capital Management
3311
Estuary Capital Management
Minnesota
$563M +$50.2M +10% 5.07% – 19 47.37% 0.7
Coerente Capital Management
3312
Coerente Capital Management
Ontario, Canada
$563M +$19.2M +4% 4.6% 54.7% 39 0% 3.7
JC
3313
Joho Capital
New York
$563M -$147M -21% 3.4% 80.2% 11 36.36% 2.6
Independent Solutions Wealth Management
3314
Independent Solutions Wealth Management
New York
$563M +$50.8M +10% 10.5% 125% 195 17.44% 3.6
Francis Financial
3315
Francis Financial
$562M +$127M +29% 5.34% 56.2% 133 30.83% 1.7
Martin & Co
3316
Martin & Co
Tennessee
$562M +$18.5M +3% 6.46% 67.8% 106 5.66% 9.2
Drucker Wealth 3.0
3317
Drucker Wealth 3.0
New Jersey
$562M +$43.9M +8% 7.17% – 260 16.92% 0.7
Pinpoint Asset Management (Singapore)
3318
Pinpoint Asset Management (Singapore)
$561M -$11.2M -2% 14.3% – 158 60.76% 0.1
Tufton Capital Management
3319
Tufton Capital Management
Maryland
$561M +$35.1M +7% 8.5% 96.1% 121 4.96% 8.4
IIA
3320
IPG Investment Advisors
California
$561M +$48.4M +9% 15% 126% 240 37.92% 2
Schnieders Capital Management
3321
Schnieders Capital Management
California
$561M -$9.15M -2% 10.8% 103% 231 8.23% 5.8
TCP Asset Management
3322
TCP Asset Management
Ohio
$561M +$56.2M +11% 7.12% 65% 114 19.3% 1.6
CNBTD
3323
Citizens National Bank Trust Department
Mississippi
$560M +$59M +12% 10.2% 114% 391 5.88% 3.4
CTAF
3324
Call To Action Foundation
Utah
$560M +$38.7M +7% 7.81% – 1 0% 1.8
LHC
3325
Lodge Hill Capital
New York
$560M +$126M +29% 12.3% 17.9% 23 34.78% 1.2