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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)
APSP
3601
Asset Planning Services (Pennsylvania)
Pennsylvania
$115M +$5.12M +5% 2.24% 62.1% 302 11.92% 0.8
Nixon Peabody Trust
3602
Nixon Peabody Trust
Massachusetts
$115M +$2.74M +2% 2.66% 101% 87 5.75% 0.5
Sloane Robinson
3603
Sloane Robinson
United Kingdom
$115M +$32.5M +39% 28.2% 175% 20 45% 0.6
RFG Advisory
3604
RFG Advisory
Alabama
$115M -$13M -10% 2.55% 52.3% 96 20.83% 0.5
Cabot-Wellington
3605
Cabot-Wellington
Massachusetts
$115M -$20.7M -15% 3.73% 65% 23 26.09% 2.5
Boston Standard Wealth Management
3606
Boston Standard Wealth Management
Massachusetts
$115M +$5.82M +5% 2.07% 47.1% 24 0% 1.2
Wilshire Advisors
3607
Wilshire Advisors
California
$114M -$82.3M -42% 2.29% 118% 25 44% 0.3
NVIM
3608
New Vernon Investment Management
Illinois
$114M -$2.55M -2% 0.59% 83.1% 51 3.92% 1.5
Hedeker Wealth
3609
Hedeker Wealth
Illinois
$114M +$7.78M +7% 1.95% 161% 131 68.7% 0.5
Occidental Asset Management
3610
Occidental Asset Management
California
$114M +$31.4M +38% 2.85% 82.5% 102 31.37% 1.3
Lesa Sroufe & Co
3611
Lesa Sroufe & Co
Washington
$114M +$11.6M +11% 6.69% – 44 9.09% 1.9
Clarus Ventures
3612
Clarus Ventures
Massachusetts
$114M -$18.9M -14% 6.21% 70.3% 6 0% 1.6
Physicians Financial Services
3613
Physicians Financial Services
North Carolina
$114M +$3.74M +3% 3.2% 100% 312 6.41% 0.5
Polaris Venture Management Co VI
3614
Polaris Venture Management Co VI
Massachusetts
$114M -$52.5M -31% 29.2% – 2 0% 0.3
ETF Portfolio Partners
3615
ETF Portfolio Partners
Kansas
$114M -$2.69M -2% 1.57% 50.2% 27 18.52% 1.1
Hillswick Asset Management
3616
Hillswick Asset Management
Connecticut
$114M +$2.46M +2% 2.57% 40.2% 14 7.14% 1.4
Jackson Grant Investment Advisers
3617
Jackson Grant Investment Advisers
Connecticut
$113M +$4M +4% 3.38% 54.3% 171 12.28% 0.4
Mengis Capital Management
3618
Mengis Capital Management
Oregon
$113M +$5.18M +5% 1.85% 104% 109 10.09% 1.3
Dock Street Asset Management
3619
Dock Street Asset Management
Florida
$113M +$6.04M +6% 0.44% 175% 35 11.43% 2
TMD & Associates
3620
TMD & Associates
Arizona
$113M +$12M +12% 0.83% 20.5% 32 21.88% 0.4
D. Scott Neal
3621
D. Scott Neal
Kentucky
$113M +$6.22M +6% 2.61% 105% 187 9.09% 0.7
Boxer Capital
3622
Boxer Capital
California
$113M +$10.6M +10% 10.8% 262% 28 39.29% 0.3
PCA
3623
Prospect Capital Advisors
California
$113M +$28.3M +34% 10% 202% 26 26.92% 0.4
Plancorp LLC
3624
Plancorp LLC
Missouri
$113M +$29.3M +35% 9.77% 67.3% 62 61.29% 1.1
Axel Capital Management
3625
Axel Capital Management
New York
$113M -$75.8M -40% 3.28% 194% 19 10.53% 2.3