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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)
NAMP
3401
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$347M -$16.4M -5% 4.25% 90.2% 156 14.1% 5.8
JWCA
3402
J.W. Coons Advisors
Ohio
$347M -$19.5M -5% 2.16% 61.2% 234 5.98% 2.8
AFS
3403
Annapolis Financial Services
Maryland
$346M -$4.76M -1% 3.55% 15% 504 8.13% 2
Private Capital Management (Colorado)
3404
Private Capital Management (Colorado)
Colorado
$346M -$3.95M -1% 3.68% 20% 232 15.09% 1.8
Stevens Capital Management
3405
Stevens Capital Management
Pennsylvania
$346M -$141M -29% 4.41% 108% 356 67.7% 0.4
Rainey & Randall Wealth Advisors
3406
Rainey & Randall Wealth Advisors
Florida
$346M +$9.6M +3% 3.86% 52.3% 43 0% 3
Benedict Financial Advisors
3407
Benedict Financial Advisors
Georgia
$346M -$17.5M -5% 3.99% 72.4% 124 5.65% 5.5
Punch Card Management
3408
Punch Card Management
Florida
$346M -$1.12M -0.3% 0.79% 41% 5 20% 3.6
Raine Capital
3409
Raine Capital
New York
$346M -$49.7M -13% 0.21% 119% 5 20% 2.6
China Universal Asset Management Company
3410
China Universal Asset Management Company
China
$345M +$21M +6% 1.39% 292% 466 7.3% 1
Wright Investors Service
3411
Wright Investors Service
Connecticut
$345M -$9.9M -3% 1.58% 146% 159 18.24% 4
Fulcrum Capital
3412
Fulcrum Capital
Washington
$344M -$35.8M -9% 3.83% 102% 119 11.76% 2.3
MJP Associates
3413
MJP Associates
Connecticut
$344M +$38.7M +13% 3% 60.9% 192 30.21% 1.5
LT
3414
Legacy Trust
Michigan
$344M -$18.9M -5% 4.41% 95% 164 6.1% 0.7
Main Management Fund Advisors
3415
Main Management Fund Advisors
California
$344M +$33.5M +11% 4.53% 80% 9 22.22% 1.2
Lineweaver Wealth Advisors
3416
Lineweaver Wealth Advisors
Ohio
$344M -$6.8M -2% 3.32% 68.4% 146 23.97% 2
Waller Financial Planning Group
3417
Waller Financial Planning Group
Ohio
$344M -$18.8M -5% 4.6% 47.5% 57 5.26% 3.5
SFE Investment Counsel
3418
SFE Investment Counsel
California
$344M -$9.8M -3% 3.21% 114% 119 6.72% 5.4
Clifford Capital Partners
3419
Clifford Capital Partners
Utah
$343M -$2.52M -0.7% 0.89% 77.3% 63 28.57% 2.9
WestHill Financial Advisors
3420
WestHill Financial Advisors
California
$343M -$10.7M -3% 4.12% 62.9% 120 11.67% 2.1
Austin Asset Management
3421
Austin Asset Management
Texas
$343M -$8.97M -3% 2.85% 93.4% 63 11.11% 1.3
Blue Fin Capital
3422
Blue Fin Capital
Rhode Island
$342M -$7.7M -2% 2.25% 147% 131 2.29% 6.2
Cutter & Co Brokerage
3423
Cutter & Co Brokerage
Missouri
$342M +$3.12M +0.9% 0.53% 40.4% 222 10.36% 3.9
Bender Robert & Associates
3424
Bender Robert & Associates
California
$342M -$19.9M -5% 3.65% 146% 50 4% 6.4
Goodman Financial
3425
Goodman Financial
Texas
$342M -$18.7M -5% 0.2% 52.5% 48 10.42% 3.1