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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)
Kellner Capital
3576
Kellner Capital
New York
$149M -$50.6M -25% 4.13% 390% 46 63.04% 0.3
Timber Creek Capital Management
3577
Timber Creek Capital Management
Massachusetts
$148M +$3.14M +2% 4.02% 139% 145 16.55% 2.8
Knights of Columbus Asset Advisors
3578
Knights of Columbus Asset Advisors
Connecticut
$148M +$3.83M +3% 3.65% 137% 93 9.68% 0.5
Simplicity Solutions
3579
Simplicity Solutions
Minnesota
$148M -$698M -82% 3.82% 37.1% 423 55.32% 1.4
HA
3580
Havens Advisors
New York
$148M +$8.27M +6% 7.45% 460% 42 61.9% 0.6
FC Advisory
3581
FC Advisory
Pennsylvania
$148M +$3.4M +2% 2.56% 46.6% 43 6.98% 1.8
MAS
3582
Managed Account Services
Florida
$148M +$7.01M +5% 3.79% 32.4% 64 3.13% 0.7
Landmark Financial Advisors
3583
Landmark Financial Advisors
Kentucky
$148M +$8.79M +6% 4.08% 11.8% 54 3.7% 2.3
Perennial Advisors
3584
Perennial Advisors
New York
$148M +$10M +7% 5.2% – 204 8.82% 0.7
Jolley Asset Management
3585
Jolley Asset Management
North Carolina
$147M +$4.69M +3% 4.95% 3.47% 188 15.96% 2.3
Covalent Partners
3586
Covalent Partners
Massachusetts
$147M -$63.9M -30% 0.57% 36.6% 33 45.45% 1.1
Clear Investment Research
3587
Clear Investment Research
Georgia
$147M +$16.2M +12% 2.68% 48.5% 57 5.26% 1.4
Penn Mutual Life Insurance
3588
Penn Mutual Life Insurance
Pennsylvania
$147M +$32.8M +29% 0.39% 1.64% 25 24% 1.7
Weatherstone Capital Management
3589
Weatherstone Capital Management
Colorado
$147M -$4.52M -3% 2.1% 32% 98 21.43% 1.2
Security National Bank
3590
Security National Bank
Nebraska
$146M +$8.77M +6% 6.93% 113% 69 7.25% 0.5
Raine Capital
3591
Raine Capital
New York
$146M +$19M +15% 9.49% 119% 14 0% 1.3
Family Management
3592
Family Management
New York
$146M +$573K +0.4% 5.75% 69% 79 26.58% 1.9
Hayek Kallen Investment Management
3593
Hayek Kallen Investment Management
Alabama
$146M -$1.99M -1% 3.72% 71.9% 68 5.88% 3.1
Oxford Financial Group
3594
Oxford Financial Group
Indiana
$146M +$15.8M +12% 2.27% 77.2% 33 24.24% 0.5
Institutional Venture Management XIII
3595
Institutional Venture Management XIII
California
$146M -$3.33M -2% 1.94% – 4 0% 2.9
Quotient Investors
3596
Quotient Investors
New York
$146M +$5.36M +4% 4.59% 24.9% 174 29.89% 1.6
First Capital Advisors Group
3597
First Capital Advisors Group
New Jersey
$146M -$417K -0.3% 3.67% – 168 25% 0.5
Yost Capital Management
3598
Yost Capital Management
Texas
$146M +$7.58M +5% 8.44% 125% 10 20% 1.1
Hamilton Lane Advisors
3599
Hamilton Lane Advisors
Pennsylvania
$146M -$37.4M -20% 13.1% 167% 70 55.71% 0.8
Marlowe Partners
3600
Marlowe Partners
New York
$145M -$15.5M -10% 4.95% 16.3% 13 46.15% 0.6