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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)
Night Owl Capital Management
3351
Night Owl Capital Management
Connecticut
$140M +$1.05M +0.8% 0.51% 162% 16 6.25% 2
MKC
3352
M. Kraus & Co
Vermont
$140M +$5.38M +4% 4.46% 65.9% 53 7.55% 2.1
Courage Miller Partners
3353
Courage Miller Partners
Virginia
$140M -$2.96M -2% 2.26% 43.5% 69 7.25% 2.2
EGA
3354
Emerging Global Advisors
New York
$140M +$3.69M +3% 4.91% 0.93% 18 16.67% 1.9
Wilsey Asset Management
3355
Wilsey Asset Management
California
$140M -$2.81M -2% 3.19% 66.9% 22 4.55% 1.9
AP
3356
Agilis Partners
Massachusetts
$140M -$9.5M -6% 0.7% 8.47% 17 5.88% 1.1
ACM
3357
Altalis Capital Management
New York
$140M +$11.9M +9% 1.16% 3.82% 20 30% 1.2
Tradewinds Capital Management
3358
Tradewinds Capital Management
Washington
$140M -$7.22M -5% 2.17% 96.9% 722 20.36% 1.8
Mader & Shannon Wealth Management
3359
Mader & Shannon Wealth Management
Missouri
$139M -$8.57M -6% 2.34% 53.1% 11 81.82% 0.1
Tarbox Family Office
3360
Tarbox Family Office
California
$139M +$7.28M +6% 2.22% 66.4% 628 9.71% 2
Hayek Kallen Investment Management
3361
Hayek Kallen Investment Management
Alabama
$139M +$4.32M +3% 3.27% 71.9% 61 8.2% 2.3
Private Ocean
3362
Private Ocean
California
$139M +$3.84M +3% 2.45% 2.82% 179 6.7% 2
Alpha Capital Management
3363
Alpha Capital Management
Texas
$139M +$715K +0.5% 3.8% 88% 81 19.75% 1.5
Cougar Global Investments
3364
Cougar Global Investments
Ontario, Canada
$139M +$4.69M +3% 1.94% 17.4% 14 50% 0.2
Solaris Asset Management
3365
Solaris Asset Management
New York
$139M -$3.34M -2% 4.02% 74% 236 26.69% 1.5
AW
3366
Alpha Windward
Massachusetts
$139M -$1.22M -0.9% 3.4% 33.6% 503 36.78% 1.6
West Oak Capital
3367
West Oak Capital
California
$139M +$8.63M +7% 3.09% 110% 347 21.9% 2.1
PCC
3368
Park Circle Company
Maryland
$138M +$6.96M +5% 2.16% 70.5% 98 21.43% 1.3
Penn Mutual Life Insurance
3369
Penn Mutual Life Insurance
Pennsylvania
$138M +$19.9M +17% 4.1% 1.64% 26 23.08% 1.3
CCM
3370
CWH Capital Management
Washington
$138M -$2.65M -2% 2.55% 29.9% 51 21.57% 1.5
BHZ Capital Management
3371
BHZ Capital Management
California
$138M -$9.9M -7% 4.09% 3.24% 102 30.39% 0.4
Plante Moran Financial Advisors
3372
Plante Moran Financial Advisors
Michigan
$138M +$8.19M +6% 3.69% 62.8% 990 19.39% 1.6
Semper Augustus Investments Group
3373
Semper Augustus Investments Group
Colorado
$138M -$1.55M -1% 7.19% 95.4% 31 6.45% 2.6
Birchview Capital
3374
Birchview Capital
Vermont
$138M -$2.5M -2% 0.74% 327% 46 15.22% 1
Lenox Wealth Management
3375
Lenox Wealth Management
Ohio
$138M -$6.42M -4% 2.25% 24.7% 259 4.25% 1.5