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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)
Supplemental Annuity Collective Trust (SACT) of New Jersey
3326
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$195M -$46.6M -19% 17% 147% 217 18.89% 2.5
SFE Investment Counsel
3327
SFE Investment Counsel
California
$195M -$64.2M -25% 13.5% 105% 129 10.85% 3.2
GIM
3328
Greystone Investment Management
Ohio
$195M -$36.2M -16% 14.2% 32.8% 49 12.24% 3.5
Oarsman Capital
3329
Oarsman Capital
Wisconsin
$195M -$53.2M -21% 11.5% 70.6% 190 11.58% 3.8
Mizuho Trust & Banking
3330
Mizuho Trust & Banking
Japan
$195M -$164M -46% 10.4% 36.1% 18 50% 0.5
Rock Point Advisors
3331
Rock Point Advisors
Vermont
$195M -$29.7M -13% 16.6% 82.8% 79 15.19% 3.1
Stewardship Financial Advisors
3332
Stewardship Financial Advisors
Georgia
$195M -$17.5M -8% 11.2% 39.1% 81 30.86% 1.8
Brio Consultants
3333
Brio Consultants
California
$195M – – 10.7% 42.7% 68 – 0
CWAG
3334
Compton Wealth Advisory Group
Virginia
$194M – – 0.64% 76.1% 68 – 0
Pacifica Capital Investments
3335
Pacifica Capital Investments
Texas
$194M +$3.44M +2% 12.1% 70.4% 24 16.67% 3.3
McRae Capital Management
3336
McRae Capital Management
New Jersey
$194M -$41.5M -18% 14.5% 78.2% 96 7.29% 3.8
Fagan Associates
3337
Fagan Associates
New York
$194M -$48M -20% 14% 127% 118 14.41% 2.8
AH Equity Partners IV
3338
AH Equity Partners IV
California
$194M – – 11.2% – 1 – 0
Buckley Wealth Management
3339
Buckley Wealth Management
Nevada
$194M -$35M -15% 13% 88% 157 14.65% 0.9
MHP
3340
Manatuck Hill Partners
Connecticut
$194M -$72.1M -27% 16.3% 556% 122 54.92% 1.3
First Command Bank
3341
First Command Bank
Texas
$194M -$164M -46% 5.52% 34.1% 448 20.98% 1.4
First Command Financial Services
3342
First Command Financial Services
Texas
$194M -$164M -46% 5.52% 34.4% 448 20.98% 1.4
Vantage Wealth
3343
Vantage Wealth
California
$194M -$37.7M -16% 8.89% 56.1% 32 21.88% 3.5
Prosight Management
3344
Prosight Management
Texas
$194M +$14.4M +8% 22.5% 39.5% 41 36.59% 0.4
Carderock Capital Management
3345
Carderock Capital Management
Maryland
$194M -$59.9M -24% 11.8% 97.6% 83 18.07% 4.1
Burleson & Co
3346
Burleson & Co
California
$194M +$14.9M +8% 12.9% 49.1% 108 14.81% 0.9
FA
3347
FMA Advisory
Pennsylvania
$194M -$29.9M -13% 11.5% 46.7% 156 10.9% 1.4
Windsor Capital Management
3348
Windsor Capital Management
Arizona
$193M -$28.2M -13% 9.88% 49.1% 121 9.09% 3.8
Interactive Financial Advisors
3349
Interactive Financial Advisors
Illinois
$193M -$17.5M -8% 7.34% 47.6% 129 29.46% 3.9
Certified Advisory Corp
3350
Certified Advisory Corp
Florida
$193M -$23.4M -11% 13.3% 58.2% 827 11.61% 0.9