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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)
Inherent Group
3601
Inherent Group
New York
$165M – – 17.4% 61.7% 7 – 0
PSG
3602
Planning Solutions Group
Maryland
$164M – – 11.2% – 122 – 0
Thomas Story & Son
3603
Thomas Story & Son
Indiana
$164M -$24.8M -13% 10.6% 101% 57 10.53% 3.9
Alera Investment Advisors
3604
Alera Investment Advisors
Illinois
$164M – – 12.2% 28.9% 1,207 – 0
Patriot Financial Partners
3605
Patriot Financial Partners
Pennsylvania
$164M -$54.5M -25% 26.4% 16.6% 11 18.18% 1.7
University of Chicago
3606
University of Chicago
Illinois
$164M -$25.9M -14% 13.4% 62.3% 4 0% 1.9
SSI
3607
Scott & Selber Inc
Texas
$164M -$39.3M -19% 14.2% 202% 80 27.5% 2.2
Sitrin Capital Management
3608
Sitrin Capital Management
California
$164M -$22.2M -12% 12% 139% 41 29.27% 1.9
K.J. Harrison & Partners
3609
K.J. Harrison & Partners
Ontario, Canada
$164M -$225M -58% 12.9% 140% 205 42.93% 2.3
Parkside Advisors
3610
Parkside Advisors
California
$164M +$13.8M +9% 9.83% 36.7% 62 30.65% 2.4
SevenBridge Financial Group
3611
SevenBridge Financial Group
Pennsylvania
$163M -$24.7M -13% 11.2% 81.7% 633 9.48% 2.1
WA
3612
Winfield Associates
Ohio
$163M -$39.4M -19% 12.6% 77.8% 129 12.4% 3.9
ARG
3613
Advisory Resource Group
Oklahoma
$163M – – 15.6% 66.5% 63 – 0
Burford Capital Investment Management
3614
Burford Capital Investment Management
Illinois
$163M +$62.7M +63% 12.5% 46.3% 5 60% 0.4
TrinityPoint Wealth
3615
TrinityPoint Wealth
Connecticut
$163M – – 13.2% 28.4% 167 – 0
GPC
3616
Guardian Point Capital
Virginia
$163M -$91.1M -36% 9.44% 142% 13 30.77% 1.5
Sargent Investment Group
3617
Sargent Investment Group
Maryland
$163M – – 14.1% 113% 125 – 0
Liberty Capital Management
3618
Liberty Capital Management
Michigan
$163M -$28.8M -15% 10.1% – 107 10.28% 3.9
Pinnacle Bancorp
3619
Pinnacle Bancorp
Nebraska
$163M – – 8.48% 72.9% 704 – 1.3
SV Health Investors
3620
SV Health Investors
Massachusetts
$162M -$179M -52% 39.5% 97.4% 9 0% 2
Resource America
3621
Resource America
New York
$162M +$9.6M +6% 9.57% 12.2% 52 26.92% 0.7
MAS
3622
Managed Account Services
Florida
$162M +$8.37M +5% 12.6% 32.4% 81 14.81% 1.4
SCP
3623
Syntal Capital Partners
Texas
$162M -$124M -43% 11.3% 102% 154 42.21% 1.9
PPP
3624
Private Portfolio Partners
New Jersey
$162M – – 12.5% 16.9% 178 – 0
SM
3625
Saya Management
New York
$162M -$3.92M -2% 5.94% 34.8% 14 57.14% 0.5