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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)
Aurora Investment Counsel
3326
Aurora Investment Counsel
Georgia
$199M -$1.83M -0.9% 1.67% 31.7% 124 28.23% 0.4
GFI Investment Counsel
3327
GFI Investment Counsel
Ontario, Canada
$199M +$4.68M +2% 1.35% 41.8% 38 36.84% 0.7
Benedict Financial Advisors
3328
Benedict Financial Advisors
Georgia
$199M -$8.97M -4% 2.66% 72.4% 106 4.72% 2.8
TrueWealth LLC
3329
TrueWealth LLC
Georgia
$198M -$14.7M -7% 2.38% – 976 19.26% 0.2
RAG
3330
Roof Advisory Group
Pennsylvania
$198M +$22.3M +13% 1.13% – 37 16.22% 0.2
Newman Dignan & Sheerar Inc
3331
Newman Dignan & Sheerar Inc
Rhode Island
$198M -$1.87M -0.9% 1.31% 82.6% 165 9.7% 3.2
Brickley Wealth Management
3332
Brickley Wealth Management
California
$198M +$9.24M +5% 0.86% 62.6% 26 15.38% 0.2
Fairfield University
3333
Fairfield University
Connecticut
$198M -$2.36M -1% 1.16% 61.9% 4 0% 2.1
Yorktown Energy Partners IX
3334
Yorktown Energy Partners IX
New York
$198M -$15.6M -7% 6.59% 67.3% 3 0% 0.8
ECM
3335
EagleClaw Capital Management
Massachusetts
$198M -$677K -0.3% 0.34% 104% 114 5.26% 3
Hartford Financial Management
3336
Hartford Financial Management
Connecticut
$198M -$6.26M -3% 1.34% 87.9% 369 12.74% 2.4
GC
3337
Gobi Capital
California
$197M -$6.72M -3% 0.96% 93.7% 10 30% 0.9
Home Federal Bank of Tennessee
3338
Home Federal Bank of Tennessee
Tennessee
$197M -$7.17M -4% 3.05% 74% 66 1.52% 2
Hamilton Point Investment Advisors
3339
Hamilton Point Investment Advisors
North Carolina
$197M +$5.67M +3% 1.26% 79.3% 70 4.29% 3.1
Vantage Wealth
3340
Vantage Wealth
California
$197M +$8.22M +4% 1.88% 56.1% 24 4.17% 3.5
PTB
3341
Pioneer Trust Bank
Oregon
$197M -$7.34M -4% 1.75% 61.4% 73 1.37% 3.9
Toscafund Asset Management
3342
Toscafund Asset Management
United Kingdom
$197M -$10.5M -5% 0.26% 80.9% 6 16.67% 1.9
Burt Wealth Advisors
3343
Burt Wealth Advisors
Maryland
$196M +$35.7M +22% 0.42% 57.3% 415 9.16% 2.4
SHA
3344
Shelter Harbor Advisors
Connecticut
$196M +$112M +132% 0.75% – 31 61.29% 0.1
Boston Research & Management
3345
Boston Research & Management
Massachusetts
$196M -$3.16M -2% 1.37% 53.2% 97 2.06% 4.1
Northstar Wealth Partners
3346
Northstar Wealth Partners
Connecticut
$196M +$83M +74% 1.57% 36.2% 204 46.57% 0.5
Confluence Wealth Management
3347
Confluence Wealth Management
Oregon
$196M -$15.1M -7% 0.04% 31.9% 136 20.59% 2.6
CT
3348
CPF Texas
Texas
$196M -$8.61M -4% 1.58% – 301 35.88% 0.2
Wind River Trust Company
3349
Wind River Trust Company
Wyoming
$196M -$10.1M -5% 1.53% 62.1% 8 0% 4.4
Peavine Capital
3350
Peavine Capital
Nevada
$195M -$1.16M -0.6% 1.49% 30.8% 17 5.88% 3.1