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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)
Crossvault Capital Management
3526
Crossvault Capital Management
Texas
$176M -$13.7M -7% 1.81% 56.4% 65 15.38% 3
Newfound Research
3527
Newfound Research
Massachusetts
$176M -$12.6M -7% 0.16% 54.6% 282 37.59% 1.2
Hudson Way Capital Management
3528
Hudson Way Capital Management
Texas
$176M +$9.7M +6% 1.54% 51.3% 16 31.25% 0.7
USA Mutuals Advisors
3529
USA Mutuals Advisors
Texas
$176M -$8.51M -5% 2.18% 14.1% 76 69.74% 3.9
Polaris Venture Management Co V
3530
Polaris Venture Management Co V
Massachusetts
$175M +$62M +55% 30.2% 281% 11 9.09% 2.5
Cornerstone Management
3531
Cornerstone Management
Georgia
$175M -$22.1M -11% 1.59% 43.6% 53 28.3% 1.6
SIG
3532
Schaller Investment Group
North Carolina
$175M -$26.1M -13% 5.71% 21.9% 44 18.18% 3.6
Pinnacle Family Advisors
3533
Pinnacle Family Advisors
Missouri
$175M -$41.6M -19% 0.83% 85.8% 82 36.59% 0.8
General Electric
3534
General Electric
Ohio
$175M -$39.6M -18% 14.5% 23.2% 5 20% 1
Augustine Asset Management
3535
Augustine Asset Management
Florida
$175M -$1.24M -0.7% 0.35% 316% 82 18.29% 1.9
Peoples Financial Services Corp
3536
Peoples Financial Services Corp
Pennsylvania
$175M -$7.9M -4% 2.98% 104% 365 4.11% 3.2
Oxford Financial Group
3537
Oxford Financial Group
Indiana
$175M +$28.5M +19% 1.09% 77.2% 36 13.89% 0.9
Lumbard & Kellner
3538
Lumbard & Kellner
New Hampshire
$175M -$20.1M -10% 2.13% 137% 89 13.48% 2.8
White Lighthouse Investment Management
3539
White Lighthouse Investment Management
Massachusetts
$174M +$278K +0.2% 0.79% 62% 122 6.56% 0.2
SevenBridge Financial Group
3540
SevenBridge Financial Group
Pennsylvania
$174M -$6.52M -4% 1.66% 81.7% 671 11.77% 1.5
Triangle Securities Wealth Management
3541
Triangle Securities Wealth Management
North Carolina
$174M -$1.05M -0.6% 2.5% 83.6% 137 4.38% 3.2
TIFF Advisory Services
3542
TIFF Advisory Services
Pennsylvania
$174M +$81.9M +89% 3.4% 86.3% 11 72.73% 0.3
Diversified Portfolios Inc
3543
Diversified Portfolios Inc
Michigan
$174M -$9.12M -5% 1.42% 38.2% 55 12.73% 2.5
Anderson Hoagland & Co
3544
Anderson Hoagland & Co
Missouri
$174M +$3.82M +2% 2.52% 104% 104 14.42% 2.7
Wall Capital Group
3545
Wall Capital Group
Arizona
$174M +$15.9M +10% 0.91% – 51 37.25% 0.9
Canal Capital Management
3546
Canal Capital Management
Virginia
$174M -$7.57M -4% 0.31% 67.8% 136 20.59% 1.6
Old West Investment Management
3547
Old West Investment Management
California
$173M -$2.15M -1% 1.96% 242% 87 22.99% 1.6
Engine Capital Management
3548
Engine Capital Management
New York
$173M -$10.1M -6% 2.64% 21.1% 48 33.33% 0.6
Berkeley Capital Partners
3549
Berkeley Capital Partners
Georgia
$173M +$21.3M +14% 1.55% 62.8% 128 21.09% 1.5
Covenant Asset Management
3550
Covenant Asset Management
New Jersey
$173M +$1.05M +0.6% 4.49% 177% 166 24.1% 0.9