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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)
OFG
3326
OTA Financial Group
New York
$141M +$65.9M +87% 4.39% 320% 110 76.36% 0.2
F
3327
FolioMetrix
Nebraska
$141M – – 5.71% – 228 – 0
Focused Wealth Management
3328
Focused Wealth Management
New York
$141M +$10.9M +8% 2.1% 73.9% 771 12.84% 1.1
Farley Capital
3329
Farley Capital
New York
$141M -$7.56M -5% 6.31% 105% 17 17.65% 1
PFM
3330
PacWest Financial Management
Arizona
$141M +$6.54M +5% 4.88% 19.2% 89 7.87% 1.3
VHMC
3331
Value Holdings Management Company
New York
$141M +$2M +1% 6.42% 125% 28 3.57% 1.2
HRC
3332
Hoertkorn Richard Charles
$141M +$5.76M +4% 1.12% 172% 100 4% 0.9
BW Gestao de Investimentos
3333
BW Gestao de Investimentos
Brazil
$141M -$89.8M -39% 2.41% 95.1% 111 29.73% 0.5
TAA
3334
TB Alternative Assets
Cayman Islands
$141M -$10.9M -7% 11.9% 312% 17 17.65% 0.9
MA
3335
Menlo Advisors
California
$141M +$2.86M +2% 6.48% 108% 38 10.53% 1.3
NCM
3336
Niemann Capital Management
Nevada
$141M +$1.07M +0.8% 8.16% 103% 33 57.58% 0.3
Triangle Securities Wealth Management
3337
Triangle Securities Wealth Management
North Carolina
$141M +$10.4M +8% 4.85% 83.6% 139 15.83% 1.2
HH
3338
HWG Holdings
Texas
$140M +$15.7M +13% 19.6% – 48 75% 0.3
LJHT
3339
Laurie J. Hall Trustee
$140M +$7.11M +5% 5.62% 105% 90 4.44% 1.4
Simcoe Capital Management
3340
Simcoe Capital Management
New York
$140M – – 16.4% 48.7% 22 – 0
Fidelity National Financial
3341
Fidelity National Financial
Florida
$140M -$8.31M -6% 4.31% 2.54% 18 11.11% 1.3
AC
3342
Aperimus Capital
California
$140M +$5.05M +4% 6.55% 44% 3 0% 1.5
CAZ Investments
3343
CAZ Investments
Texas
$140M – – 0.41% 263% 125 – 0
BP
3344
Banbury Partners
North Carolina
$140M – – 10.5% 138% 10 – 0
Daniel Devine & Co
3345
Daniel Devine & Co
Florida
$140M – – 2.25% 34.2% 61 – 0
Lowe Wealth Advisors
3346
Lowe Wealth Advisors
Maryland
$140M – – 3.96% 63.3% 209 – 0
MCM
3347
Mast Capital Management
Massachusetts
$140M +$9.32M +7% 7.57% – 7 0% 0.8
SAMT
3348
Select Asset Management & Trust
Pennsylvania
$140M -$8.94M -6% 3.63% 68.4% 47 40.43% 0.7
Harbour Capital Advisors
3349
Harbour Capital Advisors
Virginia
$140M +$18.5M +15% 3.63% 168% 223 34.53% 0.8
SCM
3350
Sorin Capital Management
Connecticut
$140M – – 2.77% 28% 8 – 0