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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)
Murphy Pohlad Asset Management
3401
Murphy Pohlad Asset Management
Minnesota
$134M +$1.17M +0.9% 2.58% 83% 100 9% 2.3
RWC Asset Advisors
3402
RWC Asset Advisors
Florida
$134M -$7.12M -5% 15.5% 267% 19 15.79% 1
FVCM
3403
F&V Capital Management
Florida
$134M +$7.23M +6% 4.05% 123% 60 15% 2
SLA
3404
Silver Lake Advisory
Utah
$134M +$16.7M +14% 5.22% 76.7% 80 21.25% 1.8
Stevens First Principles Investment Advisors
3405
Stevens First Principles Investment Advisors
California
$134M +$10.2M +8% 3.57% 44% 158 18.99% 1.7
Triangle Securities Wealth Management
3406
Triangle Securities Wealth Management
North Carolina
$134M -$19.3M -13% 2.74% 83.6% 140 15.71% 2.1
Ironwood Financial
3407
Ironwood Financial
Arizona
$134M +$4.68M +4% 1.06% 54.1% 310 7.74% 1.3
Mark Sheptoff Financial Planning
3408
Mark Sheptoff Financial Planning
Connecticut
$134M +$10.8M +9% 4.86% 92.4% 397 18.39% 1.6
Lincoln Capital
3409
Lincoln Capital
Nebraska
$134M +$387K +0.3% 1.86% 67.1% 63 6.35% 1.2
SF
3410
Schooner Foundation
Massachusetts
$134M +$19.2M +17% 17.5% 13.8% 1 0% 1.8
Ironwood Investment Management
3411
Ironwood Investment Management
Massachusetts
$134M -$19.2M -13% 8.56% 164% 176 10.23% 2.3
Ashmore Group
3412
Ashmore Group
United Kingdom
$133M -$31.3M -19% 13.2% 103% 50 46% 1.4
NCM
3413
Niemann Capital Management
Nevada
$133M +$24.8M +23% 11.5% 103% 18 55.56% 0.2
Capital Wealth Planning
3414
Capital Wealth Planning
Florida
$133M -$6.39M -5% 1.18% 73.9% 114 35.96% 1.5
Institutional Venture Management XIII
3415
Institutional Venture Management XIII
California
$133M +$11M +9% 22.8% – 6 0% 1.8
HM
3416
Harvest Management
New York
$132M +$26M +24% 27.1% 610% 114 74.56% 0.3
Brightworth
3417
Brightworth
Georgia
$132M +$1.62M +1% 1.48% 21.7% 13 38.46% 0.3
Fifth Third Securities
3418
Fifth Third Securities
Ohio
$132M +$21.1M +19% 2.35% 62.7% 71 12.68% 0.2
First City Capital Management
3419
First City Capital Management
Georgia
$132M -$14M -10% 5.8% 76.5% 668 79.34% 2.5
Roberts, Glore & Co
3420
Roberts, Glore & Co
Illinois
$132M -$232K -0.2% 3.18% 72.3% 149 16.11% 2.3
HA
3421
Havens Advisors
New York
$132M -$64.5M -33% 20% 460% 65 73.85% 0.4
Weybosset Research & Management
3422
Weybosset Research & Management
Rhode Island
$131M +$13.2M +11% 4.62% 74.8% 57 5.26% 2
First PREMIER Bank
3423
First PREMIER Bank
South Dakota
$131M +$5.99M +5% 5.38% 63% 201 5.47% 0.5
RJA
3424
Robshaw & Julian Associates
New York
$131M -$1.63M -1% 2.67% 19.3% 47 2.13% 2.1
OFG
3425
OTA Financial Group
New York
$131M +$73.3M +127% 5.55% 320% 107 82.24% 0.1