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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)
Lafayette Investments
3326
Lafayette Investments
Maryland
$240M +$31.8M +15% 13.2% 77.9% 84 13.1% 4.1
Rothschild Capital Partners
3327
Rothschild Capital Partners
New York
$240M +$59.8M +33% 21.2% 90.8% 38 13.16% 3
Delta Investment Management
3328
Delta Investment Management
California
$240M +$109M +83% 25.8% 65.8% 160 41.88% 0.5
Northstar Wealth Partners
3329
Northstar Wealth Partners
Connecticut
$239M +$42.7M +22% 17.3% 36.2% 186 15.05% 2.1
MidWestOne Financial Group
3330
MidWestOne Financial Group
Iowa
$239M -$32.7M -12% 9.17% 62.7% 206 39.81% 0.9
Sentinel Pension Advisors
3331
Sentinel Pension Advisors
Massachusetts
$239M +$33.8M +16% 15.4% 46.5% 72 5.56% 0.4
HHM Wealth Advisors
3332
HHM Wealth Advisors
Tennessee
$239M +$34.5M +17% 18.9% 62.3% 542 18.08% 0.4
Dumont & Blake Investment Advisors
3333
Dumont & Blake Investment Advisors
New Jersey
$239M +$44.3M +23% 21.1% 86.1% 187 13.9% 4.6
Lincoln Capital
3334
Lincoln Capital
Nebraska
$239M +$40.9M +21% 15.9% 67.1% 81 12.35% 3.8
CBTWT
3335
Community Bank & Trust (Waco, Texas)
Texas
$239M +$39.2M +20% 20.1% 124% 124 12.9% 3.4
Henry James International Management
3336
Henry James International Management
New York
$239M +$44.2M +23% 25.1% 125% 134 10.45% 1.6
Kayak Investment Partners
3337
Kayak Investment Partners
California
$239M +$13.1M +6% 41.1% 27% 26 42.31% 1.1
CCM
3338
Compton Capital Management
Rhode Island
$239M +$35.7M +18% 20.8% 75.6% 133 11.28% 5.1
Rizvi Traverse Management
3339
Rizvi Traverse Management
Florida
$239M +$120M +102% 81.8% – 2 0% 1.5
BCM Advisors
3340
BCM Advisors
Louisiana
$239M +$30.8M +15% 8.95% 59.3% 50 14% 1.8
Spotlight Asset Group
3341
Spotlight Asset Group
Illinois
$239M +$50.6M +27% 17.6% – 157 36.94% 0.3
Voleon Capital Management
3342
Voleon Capital Management
California
$239M – – 49.8% – 10 – 0.2
TCPWM
3343
Traverso Chambers Private Wealth Management
California
$238M +$26.1M +12% 11.1% 16.4% 104 14.42% 1.2
Argyle Capital Management
3344
Argyle Capital Management
Pennsylvania
$238M +$26.7M +13% 14.3% 106% 124 4.03% 5.8
Financial Planning & Information Services
3345
Financial Planning & Information Services
Wisconsin
$238M +$46M +24% 17.6% 13% 51 3.92% 4.3
TrueWealth LLC
3346
TrueWealth LLC
Georgia
$238M +$32.6M +16% 15.2% – 804 13.68% 2
Stoneridge Investment Partners
3347
Stoneridge Investment Partners
Pennsylvania
$238M +$15.2M +7% 19.6% 44.2% 140 39.29% 1.5
Kalos Management
3348
Kalos Management
Georgia
$237M +$13.1M +6% 21.5% 48.5% 234 20.09% 1.1
Northwest Quadrant Wealth Management
3349
Northwest Quadrant Wealth Management
Oregon
$237M +$16.7M +8% 14.5% 45.6% 58 6.9% 2.6
LFA
3350
Lighthouse Financial Advisors
Maryland
$237M +$73.1M +45% 25.4% – 105 34.29% 0.3