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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)
Physician Wealth Advisors
3501
Physician Wealth Advisors
Utah
$381M +$17.7M +5% 7.4% 79.9% 166 10.24% 1.7
WC
3502
Walthausen & Co
New York
$381M -$13.8M -3% 10.3% 63.3% 152 14.47% 2.1
Huber Capital Management
3503
Huber Capital Management
California
$381M -$6.6M -2% 4.56% 70.4% 111 12.61% 4.4
Freemont Management
3504
Freemont Management
Switzerland
$380M -$376M -50% 13.5% 102% 123 58.54% 0.5
Roberts, Glore & Co
3505
Roberts, Glore & Co
Illinois
$380M +$51.2M +16% 11% 72.3% 210 10% 4.3
Sentry Investment Management
3506
Sentry Investment Management
Wisconsin
$380M +$36.4M +11% 11.9% 103% 534 11.61% 4
Edmonds Duncan Registered Investment Advisors
3507
Edmonds Duncan Registered Investment Advisors
Kansas
$380M +$51.2M +16% 2.69% 12.8% 156 16.03% 3.2
Viking Fund Management
3508
Viking Fund Management
North Dakota
$380M +$34.1M +10% 10.9% 105% 113 4.42% 3.4
Nextech Invest
3509
Nextech Invest
Switzerland
$380M – – 22.1% 982% 11 – 0
Barry Investment Advisors
3510
Barry Investment Advisors
Massachusetts
$380M +$18.2M +5% 5.52% 66.7% 131 10.69% 2.4
Salesforce Inc
3511
Salesforce Inc
California
$379M -$143M -27% 19.6% 33.9% 7 14.29% 0.5
Mandatum Life Insurance Company
3512
Mandatum Life Insurance Company
Finland
$378M -$161M -30% 5.14% 108% 119 37.82% 3.6
Northside Capital Management
3513
Northside Capital Management
Oregon
$378M +$13.7M +4% 5% 99.6% 100 13% 3.6
Kirr Marbach & Co
3514
Kirr Marbach & Co
Indiana
$378M +$36.8M +11% 12.3% 121% 64 14.06% 3.3
JCI
3515
Jet Capital Investors
New York
$378M -$208M -35% 5.42% 147% 51 80.39% 0.3
Patten Group
3516
Patten Group
Tennessee
$378M +$37.6M +11% 9.64% 99% 273 10.62% 4
Johnson Bixby & Associates
3517
Johnson Bixby & Associates
Washington
$377M +$32M +9% 4% 48.7% 85 7.06% 0.9
Engine Capital Management
3518
Engine Capital Management
New York
$377M +$11.2M +3% 6.14% 21.1% 41 39.02% 1.3
NM
3519
Newtyn Management
New York
$377M +$1.78M +0.5% 0.86% 52% 46 43.48% 1.4
Covenant Asset Management
3520
Covenant Asset Management
New Jersey
$376M +$39.5M +12% 12.5% 177% 141 11.35% 3.1
Matthew 25 Management Corp
3521
Matthew 25 Management Corp
Pennsylvania
$375M +$22.1M +6% 9.16% 141% 23 13.04% 4.6
Cobalt Capital Management
3522
Cobalt Capital Management
New Jersey
$375M +$25M +7% 8.12% 235% 53 50.94% 0.5
Shah Capital Management
3523
Shah Capital Management
North Carolina
$375M +$5.25M +1% 2.73% 287% 10 10% 3.7
MYDA Advisors
3524
MYDA Advisors
New York
$375M +$17.5M +5% 1.68% 232% 378 63.23% 0.4
Calton & Associates
3525
Calton & Associates
Florida
$375M -$82M -18% 8.11% 73.9% 418 18.18% 2.3