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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)
First Washington Corp
3501
First Washington Corp
Washington
$197M +$14M +8% 15.9% 142% 87 12.64% 3
Summit Financial Strategies
3502
Summit Financial Strategies
Ohio
$197M +$18.8M +11% 12.7% 59.4% 63 17.46% 2.6
Biltmore Family Office
3503
Biltmore Family Office
North Carolina
$197M +$19.7M +11% 12.2% 78.1% 145 6.21% 1.1
TI
3504
Telemetry Investments
New York
$197M +$40M +26% 24.8% 77.4% 173 64.16% 0.7
Ashburton (Jersey)
3505
Ashburton (Jersey)
Jersey
$197M -$15.6M -7% 12.7% – 69 24.64% 1.9
Mathes Company
3506
Mathes Company
New York
$196M +$37.9M +24% 15.7% 121% 138 17.39% 3.3
Pine Brook Road Advisors
3507
Pine Brook Road Advisors
New York
$196M +$12.8M +7% 7.89% – 4 50% 0.5
Yaupon Capital Management
3508
Yaupon Capital Management
New York
$196M +$45.8M +30% 13.9% 122% 46 60.87% 0.1
Wellington Shields & Co
3509
Wellington Shields & Co
New York
$196M +$21.6M +12% 11.5% 109% 169 13.02% 2.9
Goodman Financial
3510
Goodman Financial
Texas
$196M +$11.5M +6% 11% 52.5% 48 12.5% 2
Sterling Investment Advisors (Pennsylvania)
3511
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$196M +$26.4M +16% 12% 111% 450 12% 1.6
Bridge Creek Capital Management
3512
Bridge Creek Capital Management
Massachusetts
$196M +$21.1M +12% 11.6% 76.5% 82 3.66% 2.7
HCM
3513
Horrell Capital Management
Arkansas
$196M +$8.12M +4% 12.4% 55.6% 203 12.81% 3.7
Peoples Financial Services Corp
3514
Peoples Financial Services Corp
Pennsylvania
$196M +$19.6M +11% 12% 104% 379 8.97% 4
LCM
3515
Lafitte Capital Management
Texas
$195M +$47.4M +32% 21.9% 55.2% 9 44.44% 2.3
Hendley & Co
3516
Hendley & Co
Ohio
$195M +$23.7M +14% 13.5% 64.9% 57 10.53% 3.8
Patriot Financial Group Insurance Agency
3517
Patriot Financial Group Insurance Agency
Massachusetts
$195M +$43M +28% 11.1% 97.3% 1,366 24.38% 0.9
Compass Group
3518
Compass Group
New York
$195M +$16.2M +9% 19.8% 64.6% 15 20% 0.8
Yorktown Energy Partners VIII
3519
Yorktown Energy Partners VIII
New York
$195M +$7.71M +4% 8.95% 15.2% 3 0% 2.8
JW Asset Management
3520
JW Asset Management
Florida
$195M +$59M +43% 41.1% 251% 19 15.79% 2
Arabesque Asset Management
3521
Arabesque Asset Management
United Kingdom
$195M +$92.6M +91% 22.3% 122% 111 48.65% 0.1
BW
3522
Biegel & Waller
Maryland
$194M +$25.2M +15% 12.5% 28.2% 79 10.13% 1.4
Holloway Wealth Management
3523
Holloway Wealth Management
Florida
$194M +$13.8M +8% 8.96% 50.7% 220 0% 1.3
Bank of Stockton
3524
Bank of Stockton
California
$194M +$29.4M +18% 12.5% 99.2% 110 15.45% 3.7
LA
3525
Lau Associates
Delaware
$194M +$14M +8% 10.6% 44.5% 104 17.31% 3.2