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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)
Francis Financial
3476
Francis Financial
$539M +$27.3M +5% 2.02% 56.2% 124 17.74% 2.3
Range Advisory
3477
Range Advisory
Virginia
$539M +$151M +39% 1.04% – 283 34.98% 0.2
PHC
3478
Palidye Holdings (Caymans)
Cayman Islands
$539M +$47.8M +10% 12.1% – 15 26.67% 0.2
High Ground Investment Management
3479
High Ground Investment Management
United Kingdom
$539M -$148M -22% 9.67% 11.1% 6 16.67% 2.3
Mayport LLC
3480
Mayport LLC
Massachusetts
$538M +$41.5M +8% 1.76% 57% 143 30.77% 2
CoreCommodity Management
3481
CoreCommodity Management
Connecticut
$538M +$61.5M +13% 26.4% 65.8% 139 30.22% 3.4
MG
3482
Magnolia Group
Nebraska
$538M -$69M -11% 3.32% 11.4% 13 15.38% 4.3
Coerente Capital Management
3483
Coerente Capital Management
Ontario, Canada
$537M -$10.6M -2% 3.69% 54.7% 50 8% 3.5
Gibson Capital
3484
Gibson Capital
Pennsylvania
$537M -$7.96M -1% 1.77% 67.2% 87 8.05% 4.3
Banc Funds Company
3485
Banc Funds Company
Illinois
$537M +$32M +6% 2.54% 69% 103 10.68% 6.9
Hazelview Securities
3486
Hazelview Securities
Ontario, Canada
$537M +$17.7M +3% 4.67% – 55 41.82% 1.2
TCOT
3487
Trust Company of Tennessee
Tennessee
$537M +$33.7M +7% 1.58% – 8 12.5% 1.4
Cadinha & Co
3488
Cadinha & Co
Hawaii
$537M -$111M -17% 3.62% 132% 108 9.26% 6.7
Requisite Capital Management
3489
Requisite Capital Management
Texas
$537M +$9.5M +2% 0.79% 41% 131 19.08% 1.6
Clayton Dubilier & Rice
3490
Clayton Dubilier & Rice
New York
$536M -$58.5M -10% 6.97% 176% 2 0% 2.8
America First Investment Advisors
3491
America First Investment Advisors
Nebraska
$536M -$12.6M -2% 0.27% 78.2% 43 6.98% 9.3
M. Kulyk & Associates
3492
M. Kulyk & Associates
Georgia
$536M +$12.5M +2% 1.82% 63.3% 120 11.67% 2.9
Correct Capital Wealth Management
3493
Correct Capital Wealth Management
Missouri
$536M +$1.77M +0.3% 2.07% 83.6% 120 16.67% 1.9
Sage Rhino Capital
3494
Sage Rhino Capital
California
$535M +$4.88M +0.9% 1.15% 93.9% 368 26.09% 3.2
Lathrop Investment Management
3495
Lathrop Investment Management
Arkansas
$534M -$16.8M -3% 1.18% 72.2% 86 4.65% 7.1
Light Street Capital Management
3496
Light Street Capital Management
California
$534M -$116M -18% 4.81% 377% 30 40% 1.4
LA
3497
Lynch & Associates
Indiana
$533M +$3.67M +0.7% 1.4% 73.5% 128 4.69% 7.8
Paradice Investment Management
3498
Paradice Investment Management
Colorado
$532M +$18.9M +4% 5.1% 72.2% 25 24% 3.8
Ellsworth Advisors
3499
Ellsworth Advisors
Ohio
$532M +$26.2M +5% 9.11% 131% 197 32.99% 1.9
Proactive Wealth Strategies
3500
Proactive Wealth Strategies
Georgia
$532M +$280M +111% 1.97% – 210 27.62% 0.9