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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)
Davis Rea
3326
Davis Rea
Ontario, Canada
$336M +$129M +63% 17.4% 66.9% 45 6.67% 5.5
Monarch Capital Management
3327
Monarch Capital Management
Indiana
$336M -$42.5M -11% 9.99% 77% 128 9.38% 6
Wilson Asset Management
3328
Wilson Asset Management
Australia
$335M -$65.5M -16% 15.4% 60.7% 34 17.65% 0.2
Marietta Investment Partners
3329
Marietta Investment Partners
Wisconsin
$335M -$102M -23% 14% 160% 187 13.37% 4
SFE Investment Counsel
3330
SFE Investment Counsel
California
$335M -$59.7M -15% 14.3% 105% 124 4.84% 4.7
Canal Capital Management
3331
Canal Capital Management
Virginia
$335M -$35.3M -10% 15.5% 67.8% 153 16.34% 3.3
TFC Financial Management
3332
TFC Financial Management
Massachusetts
$335M -$15.2M -4% 14% 60% 575 8% 1.5
Schnieders Capital Management
3333
Schnieders Capital Management
California
$335M -$84.3M -20% 12.7% 103% 205 14.15% 5
BCA
3334
Bray Capital Advisors
Florida
$335M -$54.1M -14% 12.5% 36.6% 283 6.71% 4.3
First PREMIER Bank
3335
First PREMIER Bank
South Dakota
$335M -$44.5M -12% 11.2% 63% 412 12.62% 3.3
Hexagon Capital Partners
3336
Hexagon Capital Partners
Arkansas
$334M -$44.3M -12% 16.8% 104% 1,293 24.59% 1.1
SL
3337
SWF LLC
Nebraska
$334M -$126M -27% 22.1% 87.4% 2 0% 4.5
Pettinga Financial Advisors
3338
Pettinga Financial Advisors
Indiana
$334M -$65.7M -16% 14.1% 78.1% 116 21.55% 2.1
Barry Investment Advisors
3339
Barry Investment Advisors
Massachusetts
$333M -$43.1M -11% 9.14% 66.7% 136 19.85% 2.7
BPIH
3340
Broad Peak Investment Holdings
Singapore
$333M +$124M +59% 0.82% 52.2% 16 68.75% 0.4
Trivium Point Advisory
3341
Trivium Point Advisory
Connecticut
$333M -$117M -26% 15.3% 106% 244 25% 2
CFM Wealth Partners
3342
CFM Wealth Partners
Texas
$333M -$84.6M -20% 16.1% 152% 187 15.51% 2
Investors Research Corp
3343
Investors Research Corp
Georgia
$333M -$21.4M -6% 13.1% 62.1% 1,207 13.26% 2.5
Goldstein Munger & Associates
3344
Goldstein Munger & Associates
California
$332M -$53.6M -14% 14.7% 11.9% 36 8.33% 6.4
Polunin Capital Partners
3345
Polunin Capital Partners
United Kingdom
$332M -$25.5M -7% 3.43% 268% 14 28.57% 0.4
Pactiv General Employee Benefit Trust
3346
Pactiv General Employee Benefit Trust
Illinois
$332M +$79.8M +32% 6.03% 15.7% 3 66.67% 0.3
Capco Asset Management
3347
Capco Asset Management
Florida
$331M -$56.4M -15% 17.9% 46.1% 26 15.38% 3.7
HWM
3348
HFR Wealth Management
New York
$331M -$46.8M -12% 12.1% 47.5% 61 1.64% 1
Intersect Capital
3349
Intersect Capital
California
$331M -$190M -37% 13% 57.2% 462 30.74% 2.4
Stamos Capital Partners
3350
Stamos Capital Partners
California
$331M +$31.1M +10% 11.3% 36.7% 117 26.5% 0.7