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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)
KTF Investments
3326
KTF Investments
California
$584M -$24.7M -4% 1.05% – 98 12.24% 0.2
Arcadia Investment Management
3327
Arcadia Investment Management
Michigan
$584M -$32.3M -5% 2.76% 83.5% 390 6.92% 4.4
Mountain Pacific Investment Advisers
3328
Mountain Pacific Investment Advisers
Idaho
$584M -$33.4M -5% 1.02% 82.7% 147 6.12% 8.1
Sky Investment Group
3329
Sky Investment Group
Connecticut
$583M -$22M -4% 1.35% 81.4% 148 9.46% 6.6
Diversified Management
3330
Diversified Management
Wisconsin
$583M +$155M +36% 0.77% – 266 34.96% 0.2
Brickley Wealth Management
3331
Brickley Wealth Management
California
$583M -$10.2M -2% 1.26% 75.9% 60 8.33% 3.9
CMH Wealth Management
3332
CMH Wealth Management
New Hampshire
$583M +$116M +25% 1.58% 88% 120 61.67% 2
IIA
3333
IPG Investment Advisors
California
$582M +$11.8M +2% 2.78% 126% 272 29.41% 2
Goodman Financial
3334
Goodman Financial
Texas
$582M +$53.9M +10% 7.81% 52.5% 81 17.28% 2.3
D.L. Carlson Investment Group
3335
D.L. Carlson Investment Group
New Hampshire
$582M -$11M -2% 2.74% 113% 149 18.79% 4.4
Tensor Edge Capital
3336
Tensor Edge Capital
Massachusetts
$582M +$231M +66% 11% – 19 36.84% 0.2
Technology Crossover Management XI
3337
Technology Crossover Management XI
California
$582M -$159M -21% 20.3% 135% 2 0% 2.4
TCM
3338
Trybe Capital Management
Connecticut
$581M -$117M -17% 21.7% 681% 12 50% 2
ARG
3339
Advisory Resource Group
Oklahoma
$581M +$12.5M +2% 5.61% 72% 186 15.59% 3
Mengis Capital Management
3340
Mengis Capital Management
Oregon
$581M +$15.3M +3% 3.83% 104% 217 5.99% 5.7
Kesler Norman & Wride
3341
Kesler Norman & Wride
Utah
$581M -$2.63M -0.5% 0.93% 90% 251 8.37% 2.6
Gibraltar Capital Management
3342
Gibraltar Capital Management
Oklahoma
$581M -$7.41M -1% 0.76% 65% 125 8% 2.4
JCP
3343
JB Capital Partners
New York
$581M -$905K -0.2% 4.77% 142% 86 3.49% 3.5
Aegis Financial
3344
Aegis Financial
Virginia
$580M +$161M +38% 26.9% 266% 38 15.79% 2.2
Bleichroeder LP
3345
Bleichroeder LP
New York
$579M +$10.3M +2% 0.39% 202% 86 20.93% 2.8
Bourgeon Capital Management
3346
Bourgeon Capital Management
Connecticut
$578M -$40.2M -7% 0.8% 121% 141 35.46% 3.6
Leonard Rickey Investment Advisors
3347
Leonard Rickey Investment Advisors
Washington
$578M +$24.8M +4% 0.24% 60.4% 126 15.08% 3.8
Webs Creek Capital Management
3348
Webs Creek Capital Management
Texas
$578M +$18.9M +3% 38.9% 133% 24 54.17% 0.8
Massachusetts Institute of Technology
3349
Massachusetts Institute of Technology
Massachusetts
$577M -$176M -23% 21.1% 35.7% 7 28.57% 4
Ellis Investment Partners
3350
Ellis Investment Partners
Pennsylvania
$576M +$2.82M +0.5% 1.64% 70.8% 277 12.27% 4.3