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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)
FPFS
3326
First Personal Financial Services
North Carolina
$442M +$11.1M +3% 1.4% 31.5% 375 8% 5.5
Grace & Mercy Foundation
3327
Grace & Mercy Foundation
New York
$442M +$48.4M +12% 6.59% 67.6% 20 5% 1.2
Wooster Corthell Wealth Management
3328
Wooster Corthell Wealth Management
Connecticut
$442M +$4.99M +1% 1.59% 39.1% 51 1.96% 5.1
Requisite Capital Management
3329
Requisite Capital Management
Texas
$442M -$18.6M -4% 0.89% 41% 91 20.88% 1.8
Cannell Capital
3330
Cannell Capital
Wyoming
$442M -$23.9M -5% 6.21% 127% 68 30.88% 1.9
Twele Capital Management
3331
Twele Capital Management
Minnesota
$441M -$903K -0.2% 0.01% 37.1% 39 5.13% 8.1
Q3 Asset Management
3332
Q3 Asset Management
Michigan
$441M +$88.8M +25% 5.99% 96.2% 75 74.67% 0.3
Breakwater Capital Group
3333
Breakwater Capital Group
New Jersey
$441M +$43M +11% 1.67% 67.4% 280 8.57% 1.1
GF
3334
Greenfield FTC
Nevada
$440M -$16M -4% 3.53% 75.4% 4 0% 3.1
Huber Capital Management
3335
Huber Capital Management
California
$440M -$4.11M -0.9% 0.63% 70.4% 102 10.78% 4.5
Jacobson & Schmitt Advisors
3336
Jacobson & Schmitt Advisors
Wisconsin
$440M +$17.2M +4% 0.71% 70.3% 75 46.67% 2.8
Avalon Global Asset Management
3337
Avalon Global Asset Management
California
$440M -$253M -36% 6.31% 278% 49 36.73% 3.3
Lafayette Investments
3338
Lafayette Investments
Maryland
$440M -$5.31M -1% 0.13% 77.9% 148 8.78% 4.6
Studio Investment Management
3339
Studio Investment Management
Illinois
$439M +$18.1M +4% 0.15% 51.3% 331 27.79% 1.4
Kentucky Farm Bureau Mutual Insurance
3340
Kentucky Farm Bureau Mutual Insurance
Kentucky
$439M +$16.1M +4% 4.87% 83.3% 73 0% 5.9
Fulcrum Capital
3341
Fulcrum Capital
Washington
$439M +$17.8M +4% 4.9% 102% 119 11.76% 2.7
McRae Capital Management
3342
McRae Capital Management
New Jersey
$439M -$17.9M -4% 3.99% 78.2% 99 10.1% 6.2
Kelly Lawrence W & Associates
3343
Kelly Lawrence W & Associates
California
$439M -$930K -0.2% 0.97% 123% 190 12.63% 4.6
Aire Advisors
3344
Aire Advisors
California
$438M -$5.3M -1% 2.64% 77.4% 170 13.53% 1.8
New Hampshire Trust
3345
New Hampshire Trust
New Hampshire
$438M +$10.6M +2% 3.01% 88.5% 177 6.78% 1.4
Mitchell McLeod Pugh & Williams
3346
Mitchell McLeod Pugh & Williams
Alabama
$438M +$22.4M +5% 3.89% 90.7% 267 3.75% 5.6
Brigade Capital Management
3347
Brigade Capital Management
New York
$438M -$28.5M -6% 2.13% 42.7% 22 31.82% 2.1
Sweet Financial Partners
3348
Sweet Financial Partners
Minnesota
$438M +$4.48M +1% 1.25% 22.4% 199 5.53% 1.8
OM
3349
Opaleye Management
Massachusetts
$438M -$21.2M -5% 1.03% 748% 62 32.26% 1.4
Gramercy Funds Management
3350
Gramercy Funds Management
Connecticut
$438M +$243M +125% 106% 87.6% 2 0% 0.5