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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 Time
Held (Qtrs)
AC
3526
Addison Capital
Pennsylvania
$123M +$4.27M +4% 1% 59.7% 105 26.67% 3.4
SF
3527
Schooner Foundation
Massachusetts
$123M -$7.35M -6% 5.64% 13.8% 1 0% 2
QGM
3528
Quality Growth Management
California
$123M -$3.62M -3% 0.85% – 27 7.41% 4.2
LMAM
3529
Legg Mason Asset Management
Japan
$123M -$9.52M -7% 5.57% – 149 26.85% 3.7
PC
3530
Palo Capital
California
$123M +$3.62M +3% 3.4% 34.6% 133 24.81% 0.9
P
3531
Palladiem
Pennsylvania
$123M +$465K +0.4% 1% – 219 17.81% 1
SPIO
3532
Seven Post Investment Office
California
$122M +$9.57M +9% 4.47% 52.6% 8 0% 5.8
BOC
3533
Barbara Oil Co
Illinois
$122M -$1.18M -1% 0.85% 76.9% 82 4.88% 4.6
JWS
3534
Juncture Wealth Strategies
Arizona
$122M -$86.7M -42% 2.42% 76.5% 83 31.33% 0.8
OIMU
3535
Orbis Investment Management (US)
California
$122M +$1.06M +0.9% 1.19% 48.8% 29 24.14% 3.5
PCM
3536
Punch Card Management
Florida
$122M -$6.8M -5% 5.13% 41% 4 25% 0.8
HPIA
3537
Hamilton Point Investment Advisors
North Carolina
$122M +$5.41M +5% 2.22% 79.3% 67 5.97% 4.3
FIM
3538
Fernwood Investment Management
Massachusetts
$122M +$4.05M +3% 6.33% 83.4% 117 11.97% 4.2
IAMOG
3539
Investors Asset Management of Georgia
Georgia
$122M +$5.94M +5% 6.56% 113% 142 4.23% 1
CWM
3540
Catamount Wealth Management
Connecticut
$121M +$16.6M +16% 3.65% 70.7% 188 35.11% 0.7
TF
3541
Trutina Financial
Washington
$121M -$3.61M -3% 1.79% 20.5% 70 22.86% 4.9
EFEM
3542
Eos Focused Equity Management
New York
$121M – – 5.12% 55.7% 35 – 0
WFG
3543
Wills Financial Group
Virginia
$121M -$1.94M -2% 2.5% 57.5% 87 22.99% 4
FMA
3544
FNY Managed Accounts
New York
$121M +$36.2M +43% 13.9% 14.7% 507 83.23% 0.4
HWA
3545
Heritage Wealth Advisors
Virginia
$121M +$9.25M +8% 3.14% 65% 98 13.27% 3.6
SAM
3546
Smithbridge Asset Management
Pennsylvania
$121M -$1.09M -0.9% 0.63% – 53 5.66% 6.4
OP
3547
Osmium Partners
California
$121M -$15.6M -11% 0.67% 28.4% 27 29.63% 4.1
PCA
3548
Peddock Capital Advisors
Massachusetts
$121M -$2.45M -2% 1.45% 104% 103 7.77% 4.1
GCMG
3549
Gyroscope Capital Management Group
Florida
$121M -$803K -0.7% 0.95% 24.8% 87 37.93% 0.9
AP
3550
Agilis Partners
Massachusetts
$121M +$10.5M +10% 3.31% 8.47% 15 26.67% 0.8