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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)
Hamilton Point Investment Advisors
3326
Hamilton Point Investment Advisors
North Carolina
$214M +$12.2M +6% 6.44% 79.3% 73 4.11% 3.3
MGO One Seven
3327
MGO One Seven
Ohio
$214M – – 6.72% 90.7% 357 – 0.7
Capital Investment Advisory Services
3328
Capital Investment Advisory Services
North Carolina
$213M +$13.6M +7% 4.21% 69.3% 240 18.75% 1.1
DI
3329
Dalton Investments
Nevada
$213M -$19.8M -8% 4.66% 95.1% 40 15% 2.2
SMH
3330
Sanders Morris Harris
Texas
$213M -$2.6M -1% 1.3% 85.8% 153 19.61% 1.7
1C
3331
1060 Capital
Colorado
$213M -$159M -43% 0.16% 301% 44 95.45% 0.1
Stanley Capital Management
3332
Stanley Capital Management
Texas
$213M -$14.4M -6% 2.86% 158% 34 5.88% 2.7
LFR
3333
Lehman Financial Resources
Pennsylvania
$213M +$14.9M +8% 4.25% 58.2% 105 19.05% 2.3
SH
3334
Sandia Holdings
Connecticut
$213M -$9.8M -4% 5.05% – 21 14.29% 1.2
CG
3335
Compass Group
New York
$213M -$54.2M -20% 3.29% 64.6% 17 41.18% 0.5
TCM
3336
Tegean Capital Management
New York
$213M +$21.1M +11% 4.04% – 22 18.18% 1.8
DCM
3337
DeGreen Capital Management
Arizona
$213M +$1.29M +0.6% 1.73% 28.5% 19 36.84% 1.6
DCCA
3338
D.C. Capital Advisors
New York
$213M -$6.24M -3% 4.63% 59.9% 31 32.26% 1.8
Cheviot Value Management
3339
Cheviot Value Management
California
$213M +$8.85M +4% 6.45% 77.8% 71 8.45% 2.7
GCA
3340
Gideon Capital Advisors
New York
$212M +$12.5M +6% 2.4% 37.6% 552 76.99% 0.2
SFA
3341
Stewardship Financial Advisors
Georgia
$212M +$11.6M +6% 5.44% 39.1% 76 38.16% 1.4
FCM
3342
Firsthand Capital Management
California
$212M -$1.07M -0.5% 17.7% 265% 56 17.86% 2.6
Brickley Wealth Management
3343
Brickley Wealth Management
California
$212M -$5.37M -2% 4.77% 62.6% 42 42.86% 0.4
ACP
3344
Arcus Capital Partners
Georgia
$212M +$7.02M +3% 2.48% 69.2% 113 13.27% 1.5
Parkside Investments
3345
Parkside Investments
Illinois
$212M +$7.46M +4% 4.42% 70% 162 48.77% 0.6
OFM
3346
Omega Fund Management
Massachusetts
$211M +$75.9M +56% 1.48% 106% 14 7.14% 2.1
DLG
3347
Daniel L. Goodwin
$211M -$5.02M -2% 1.39% 72.6% 99 7.07% 3
LP
3348
LGL Partners
Pennsylvania
$211M -$1.36M -0.6% 3.4% 68.9% 59 11.86% 2.1
APSP
3349
Asset Planning Services (Pennsylvania)
Pennsylvania
$211M +$6.09M +3% 5.49% 62.1% 290 10% 2.5
FWC
3350
First Washington Corp
Washington
$210M +$8.66M +4% 6.09% 142% 90 23.33% 2.6