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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)
FBT
3476
First Bank & Trust
South Dakota
$307M -$17.2M -5% 11.4% 85.6% 555 5.59% 2.8
Renaissance Investment Group
3477
Renaissance Investment Group
Massachusetts
$307M -$34.8M -10% 15% 99.6% 83 1.2% 5.5
Toronado Partners
3478
Toronado Partners
California
$307M -$32.8M -10% 15.7% 158% 11 9.09% 2.4
Aquatic Capital Management
3479
Aquatic Capital Management
Illinois
$307M +$240M +359% 17.5% 51.9% 1,719 72.19% 0.2
Harbour Capital Advisors
3480
Harbour Capital Advisors
Virginia
$307M -$58.8M -16% 14.1% 168% 249 24.9% 2.2
SC
3481
Saybrook Capital
North Carolina
$307M -$65M -17% 15.6% 67.1% 54 9.26% 6.9
Univest Financial
3482
Univest Financial
Pennsylvania
$307M -$48.4M -14% 13% 82.6% 114 13.16% 4.4
Valicenti Advisory Services
3483
Valicenti Advisory Services
New York
$306M -$74M -19% 15.1% 134% 88 13.64% 4.2
Dumont & Blake Investment Advisors
3484
Dumont & Blake Investment Advisors
New Jersey
$306M -$60M -16% 13% 78.3% 219 10.05% 5.6
Kentucky Farm Bureau Mutual Insurance
3485
Kentucky Farm Bureau Mutual Insurance
Kentucky
$306M -$60.4M -16% 14.3% 83.3% 78 5.13% 4.4
Regent Peak Wealth Advisors
3486
Regent Peak Wealth Advisors
Georgia
$306M -$42.5M -12% 13.6% – 176 19.89% 1.9
IC
3487
Immersion Capital
United Kingdom
$306M -$439M -59% 20.8% 63.4% 8 62.5% 1.8
Westwind Capital
3488
Westwind Capital
New Mexico
$306M -$65.8M -18% 21.6% 87.6% 41 24.39% 2.6
IAG Wealth Partners
3489
IAG Wealth Partners
Wisconsin
$306M -$12.2M -4% 13.7% 47.3% 503 20.48% 1.6
ARG
3490
Advisory Resource Group
Oklahoma
$306M -$15.7M -5% 11.6% 66.5% 153 19.61% 1.6
Kowal Investment Group
3491
Kowal Investment Group
Wisconsin
$305M -$22.4M -7% 10.7% 21.1% 150 23.33% 1
Harbourvest Partners
3492
Harbourvest Partners
Massachusetts
$305M -$185M -38% 31.3% 8.96% 68 11.76% 1.1
Bornite Capital Management
3493
Bornite Capital Management
New York
$305M -$23.1M -7% 16.1% 208% 27 62.96% 0.3
Tamar Securities
3494
Tamar Securities
California
$305M -$53.7M -15% 16.2% 84.8% 62 14.52% 1.6
Axar Capital Management
3495
Axar Capital Management
New York
$305M +$70.2M +30% 30.8% 680% 3 33.33% 3.8
Revolve Wealth Partners
3496
Revolve Wealth Partners
New Jersey
$305M -$42M -12% 14.1% 67.4% 161 20.5% 0.4
NAH
3497
Neumann Advisory (HK)
Hong Kong
$304M -$148M -33% 25.4% 77.3% 16 0% 2.2
Fractal Investments
3498
Fractal Investments
Connecticut
$304M -$35.7M -11% 10.1% 86.4% 128 55.47% 0.4
Bryn Mawr Capital Management
3499
Bryn Mawr Capital Management
Pennsylvania
$304M -$54.4M -15% 14.7% 71.4% 165 11.52% 2.2
LHC
3500
Lodge Hill Capital
New York
$304M +$94.2M +45% 21.7% 17.9% 32 43.75% 0.6