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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)
Legg Mason Asset Management
3426
Legg Mason Asset Management
Japan
$132M -$9.9M -7% 7.23% – 148 30.41% 0.9
Citizens & Northern Corp
3427
Citizens & Northern Corp
Pennsylvania
$132M +$8.87M +7% 5.26% 73.3% 112 28.57% 1
CT Financial Advisors
3428
CT Financial Advisors
Pennsylvania
$132M – – 3.58% – 529 – 0.7
RDM
3429
Retirement Design & Management
Connecticut
$132M – – 3.69% – 77 – 0
Bison Wealth
3430
Bison Wealth
Georgia
$132M – – 3.35% 37.4% 197 – 0
Graybill Wealth Management
3431
Graybill Wealth Management
Illinois
$132M +$1.5M +1% 4.57% – 53 7.55% 1.3
Peloton Wealth Strategists
3432
Peloton Wealth Strategists
Indiana
$132M +$4.59M +4% 4.5% 51.3% 82 8.54% 0.8
A.D. Beadell Investment Counsel
3433
A.D. Beadell Investment Counsel
Wisconsin
$131M +$125K +0.1% 2.11% 83.3% 109 14.68% 1.2
ShearLink Capital
3434
ShearLink Capital
New York
$131M – – 11.1% 49.1% 23 – 0
Mork Capital Management
3435
Mork Capital Management
California
$131M – – 7.71% 61.9% 148 – 0
DPA
3436
Devon Park Associates
$131M – – 14.6% – 4 – 0
Matrix IX Management Company
3437
Matrix IX Management Company
Massachusetts
$131M – – 12.9% – 1 – 0
Pinkerton Retirement Specialists
3438
Pinkerton Retirement Specialists
Idaho
$131M – – 3.95% 82.9% 118 – 0
Yakira Capital Management
3439
Yakira Capital Management
Connecticut
$131M -$3.17M -2% 8.42% 74.1% 126 42.86% 0.5
DP
3440
Delta Partners
Massachusetts
$130M +$38M +41% 3.35% 34.4% 18 33.33% 0.7
SF
3441
Schooner Foundation
Massachusetts
$130M +$25.8M +25% 18.4% 13.8% 1 0% 0.3
Torch Wealth Management
3442
Torch Wealth Management
Ohio
$130M -$6.1M -4% 3.98% 48.8% 106 25.47% 0.8
Avalon Capital Management
3443
Avalon Capital Management
California
$130M +$10.1M +8% 6.59% 151% 93 61.29% 0.8
CFMC
3444
Curbstone Financial Management Corp
New Hampshire
$130M +$2.9M +2% 2.26% 69.6% 152 14.47% 0.6
CTC (Chicago Trading Company)
3445
CTC (Chicago Trading Company)
Illinois
$130M -$134M -51% 1.18% 192% 6 50% 0.6
RP
3446
Realm Partners
New York
$130M -$221M -63% 11.7% – 58 68.97% 0.3
Cahill Financial Advisors
3447
Cahill Financial Advisors
Minnesota
$130M +$4.35M +3% 3.93% 55.9% 113 15.93% 0.8
Boothbay Fund Management
3448
Boothbay Fund Management
New York
$129M – – 5.62% 328% 333 – 0
Lee Equity Partners
3449
Lee Equity Partners
New York
$129M – – 14.5% – 2 – 0
Bank Pictet & Cie (Asia)
3450
Bank Pictet & Cie (Asia)
Singapore
$129M -$6.94M -5% 1.05% 30.4% 57 29.82% 0.7