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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)
HIH
3401
HRS Investment Holdings
New York
$199M -$7.22M -4% 0.86% 21.5% 89 24.72% 1.6
GAM
3402
Garrison Asset Management
Arkansas
$199M +$19.9M +11% 2.25% 52.1% 106 9.43% 3.4
VM
3403
VPR Management
Texas
$198M -$8.92M -4% 3.97% 54.5% 14 0% 0.9
LFR
3404
Lehman Financial Resources
Pennsylvania
$198M +$3.17M +2% 4.65% 58.2% 88 9.09% 2.5
PAMG
3405
Patton Albertson Miller Group
Tennessee
$198M -$24.3M -11% 2% 109% 124 16.13% 3.2
RCG
3406
Ruggie Capital Group
Florida
$198M +$12.6M +7% 1.13% 22% 363 24.79% 1.1
BRC
3407
Bell Rock Capital
Delaware
$198M +$9.29M +5% 5.4% – 480 9.79% 1.2
MLIM
3408
Mountain Lake Investment Management
Florida
$198M +$5M +3% 4.07% 64% 26 34.62% 1.2
MCC
3409
Malaga Cove Capital
California
$198M +$11.4M +6% 6.72% 88.1% 171 18.71% 1.1
FC
3410
Financial Consulate
Maryland
$197M +$8.67M +5% 1.92% 53.3% 124 13.71% 1.7
SIA
3411
Starfire Investment Advisers
Michigan
$197M +$5.43M +3% 3.16% 19.2% 143 8.39% 0.8
FA
3412
Fiducient Advisors
Illinois
$197M +$1.99M +1% 1.62% 52.3% 20 5% 0.3
PMFA
3413
Plante Moran Financial Advisors
Michigan
$197M +$13.2M +7% 2.49% 62.8% 1,034 26.98% 2.8
SC
3414
Slow Capital
California
$197M -$25.4M -11% 4.4% 124% 208 35.1% 0.5
EFSCE
3415
Enterprise Financial Services Corp (EFSC)
Missouri
$197M +$2.97M +2% 3.58% 100% 1,014 10.55% 3.6
KA
3416
Kaizen Advisory
Illinois
$197M +$95.5M +94% 5.49% – 591 3.72% 0.5
NG
3417
Northstar Group
New York
$196M +$4M +2% 0.63% 63.9% 125 5.6% 2.7
ZF
3418
Zhang Financial
Michigan
$196M +$5.23M +3% 2.42% 67.9% 80 8.75% 3.6
HWM
3419
Holloway Wealth Management
Florida
$196M +$11.8M +6% 2.74% 50.7% 202 0% 1.3
WRTC
3420
Wind River Trust Company
Wyoming
$196M +$248K +0.1% 0.68% 62.1% 8 0% 4.7
TFCP
3421
Twin Focus Capital Partners
Massachusetts
$196M -$5.58M -3% 0.21% 92.5% 111 10.81% 2.4
SIAS
3422
Shine Investment Advisory Services
Colorado
$196M +$7.23M +4% 5.13% 29% 684 10.67% 1
MA
3423
Minerva Advisors
Pennsylvania
$195M +$5.84M +3% 3.98% 166% 78 2.56% 3.7
TCMG
3424
TSP Capital Management Group
New Jersey
$195M -$14.2M -7% 2.33% 186% 57 3.51% 3.1
SM
3425
Soapstone Management
Maryland
$195M +$28.7M +17% 2.4% 30.3% 17 11.76% 0.4