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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)
Eagle Capital Management (Louisiana)
3451
Eagle Capital Management (Louisiana)
Louisiana
$186M +$10.4M +6% 8.29% 103% 45 6.67% 2.1
DAFNA Capital Management
3452
DAFNA Capital Management
California
$186M +$24.6M +15% 13% 313% 83 25.3% 1.5
Private Advisory Group
3453
Private Advisory Group
Washington
$186M +$16.8M +10% 6.56% 177% 155 44.52% 0.6
AMG Funds
3454
AMG Funds
Connecticut
$186M +$3.29M +2% 5.41% 6.28% 117 8.55% 1.1
Intersect Capital
3455
Intersect Capital
California
$185M +$9.17M +5% 4.83% 57.2% 118 10.17% 1.9
Bourne Lent Asset Management
3456
Bourne Lent Asset Management
New York
$185M -$9.41M -5% 1.58% 76.1% 58 0% 2.3
MA
3457
Minerva Advisors
Pennsylvania
$185M -$4.07M -2% 0.23% 166% 77 7.79% 3.4
BRC
3458
Bell Rock Capital
Delaware
$185M +$9.9M +6% 7.37% – 446 11.21% 0.8
Old Point Trust & Financial Services N A
3459
Old Point Trust & Financial Services N A
Virginia
$185M +$7.08M +4% 4.4% 72.6% 79 3.8% 3.5
Meridian Investment Counsel
3460
Meridian Investment Counsel
California
$185M +$12M +7% 5.41% 116% 196 6.63% 2.9
Marietta Wealth Management
3461
Marietta Wealth Management
Georgia
$185M +$6M +3% 6.62% 93% 121 6.61% 0.9
PT Asset Management
3462
PT Asset Management
Illinois
$185M -$24.7M -12% 1.42% 7.94% 40 47.5% 0.9
Westside Investment Management
3463
Westside Investment Management
California
$185M +$18.9M +11% 4.54% 114% 882 12.36% 0.8
Stadium Capital Management
3464
Stadium Capital Management
Connecticut
$184M -$58.4M -24% 4.58% 10.9% 13 38.46% 1.7
RHFI
3465
Reilly Herbert Faulkner III
$184M +$19.5M +12% 7.1% 80.6% 45 8.89% 3.2
USA Mutuals Advisors
3466
USA Mutuals Advisors
Texas
$184M +$10.4M +6% 10.1% 14.1% 79 70.89% 1.2
Janiczek Wealth Management
3467
Janiczek Wealth Management
Colorado
$184M +$3.68M +2% 3.69% 16.4% 39 5.13% 0.8
Engine Capital Management
3468
Engine Capital Management
New York
$183M +$52.8M +40% 5.12% 21.1% 42 50% 0.5
TC
3469
Tavio Capital
New York
$183M -$62.5M -25% 5.29% 81.4% 13 61.54% 0.4
TA
3470
Tamarack Advisers
California
$183M +$19.9M +12% 7.2% 46.5% 42 47.62% 0.6
Sofinnova Management VIII
3471
Sofinnova Management VIII
California
$183M +$19.2M +12% 17.2% – 8 0% 0.9
Diversified Portfolios Inc
3472
Diversified Portfolios Inc
Michigan
$183M +$6.8M +4% 3.8% 38.2% 56 8.93% 2
Bourgeon Capital Management
3473
Bourgeon Capital Management
Connecticut
$183M +$13.2M +8% 6.34% 121% 104 30.77% 2
Peoples Financial Services Corp
3474
Peoples Financial Services Corp
Pennsylvania
$183M +$6.49M +4% 4.69% 104% 358 3.35% 3.1
Pacific Sun Financial
3475
Pacific Sun Financial
California
$183M – – 4.4% 70.3% 141 – 0