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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)
O'Dell Group
3476
O'Dell Group
Ohio
$408M +$25.8M +7% 7.64% 72.2% 511 82.39% 2.7
Counterpoint Mutual Funds
3477
Counterpoint Mutual Funds
California
$408M +$146M +56% 2.86% 74.3% 229 81.66% 0.1
Turtle Creek Wealth Advisors
3478
Turtle Creek Wealth Advisors
Texas
$408M +$68M +20% 11.7% 112% 861 79.33% 0.2
CBTWT
3479
Community Bank & Trust (Waco, Texas)
Texas
$407M +$40.5M +11% 9.57% 124% 143 5.59% 5.3
Forest Avenue Capital Management
3480
Forest Avenue Capital Management
Florida
$407M +$112M +38% 18.3% 415% 27 51.85% 0.5
Cutter & Co Brokerage
3481
Cutter & Co Brokerage
Missouri
$407M +$46.9M +13% 10.9% 40.4% 218 13.3% 4
Martin Investment Management
3482
Martin Investment Management
Florida
$407M +$71.4M +21% 9.63% 44% 49 4.08% 4.8
Pier 88 Investment Partners
3483
Pier 88 Investment Partners
California
$407M +$9.35M +2% 3.77% 40.3% 108 21.3% 1.8
First National Corp
3484
First National Corp
Massachusetts
$407M -$738K -0.2% 5.04% 56.3% 154 0% 3.5
Towneley Capital Management
3485
Towneley Capital Management
California
$407M +$16.5M +4% 4.46% 50.2% 47 4.26% 0.2
WestHill Financial Advisors
3486
WestHill Financial Advisors
California
$407M +$29.3M +8% 6.82% 62.9% 79 8.86% 2.4
Fountainhead AM
3487
Fountainhead AM
New Jersey
$407M +$42.4M +12% 6.7% 80.4% 138 16.67% 1.4
Patten Group
3488
Patten Group
Tennessee
$406M +$37.9M +10% 11.6% 99% 246 8.13% 5.7
Liberty Capital Management
3489
Liberty Capital Management
Michigan
$406M +$24.7M +6% 10.3% – 157 3.18% 5.6
NAMP
3490
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$406M +$26.3M +7% 7.56% 90.2% 146 3.42% 6.2
Riversedge Advisors
3491
Riversedge Advisors
Delaware
$406M +$40.7M +11% 5.72% 71.3% 89 12.36% 2
Paradiem
3492
Paradiem
Louisiana
$405M +$46.2M +13% 11.2% 107% 94 10.64% 2.1
Farmers & Merchants Trust Company
3493
Farmers & Merchants Trust Company
California
$405M +$26.3M +7% 6.93% 79.8% 200 10.5% 3.5
Nicolet Bankshares
3494
Nicolet Bankshares
Wisconsin
$405M +$33.2M +9% 9.95% 75.5% 220 10% 5
Boston Research & Management
3495
Boston Research & Management
Massachusetts
$405M +$27.9M +7% 8.79% 53.2% 117 3.42% 7.5
Advanced Asset Management Advisors
3496
Advanced Asset Management Advisors
Ohio
$405M -$16.3M -4% 8.95% 93.6% 99 9.09% 4.3
Austin Wealth Management
3497
Austin Wealth Management
Texas
$404M +$31M +8% 5.68% 52.4% 129 20.93% 0.4
Hel Ved Capital Management
3498
Hel Ved Capital Management
Hong Kong
$404M +$57.1M +16% 25.9% 1,351% 76 60.53% 0.3
Harbour Capital Advisors
3499
Harbour Capital Advisors
Virginia
$404M +$39.1M +11% 11.3% 168% 301 21.59% 2.3
PI
3500
Pennant Investors
New Jersey
$404M -$54.4M -12% 19% 372% 46 6.52% 1