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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)
Levy Wealth Management Group
3601
Levy Wealth Management Group
Pennsylvania
$391M +$34.1M +10% 2.72% 21.1% 108 10.19% 2.4
Harbor Group
3602
Harbor Group
New Hampshire
$391M +$11.3M +3% 0.1% 43% 89 12.36% 1.9
NTCM
3603
Nut Tree Capital Management
New York
$391M +$29M +8% 6.69% 101% 15 33.33% 1.4
AWAM
3604
Appian Way Asset Management
New York
$391M +$9.16M +2% 2.93% 49.4% 53 66.04% 0.2
AA
3605
Ancient Art
Texas
$390M -$104M -21% 8.39% 168% 19 26.32% 2.4
Old Second National Bank of Aurora
3606
Old Second National Bank of Aurora
Illinois
$390M +$5.22M +1% 3.6% 93.7% 349 9.46% 6.1
Martin Investment Management
3607
Martin Investment Management
Florida
$390M -$17.3M -4% 4.34% 44% 52 15.38% 4.8
SPC
3608
Stony Point Capital
New York
$390M +$84.9M +28% 9.32% 208% 49 65.31% 0.6
Mitchell Sinkler & Starr
3609
Mitchell Sinkler & Starr
Pennsylvania
$390M -$10.3M -3% 1.98% 85.6% 206 21.36% 3.5
First Pacific Financial
3610
First Pacific Financial
Washington
$389M +$31.3M +9% 1.44% 53.6% 488 34.84% 1.2
Cypress Asset Management
3611
Cypress Asset Management
Texas
$388M +$19.6M +5% 7.79% 141% 113 10.62% 6.6
Optas LLC
3612
Optas LLC
Texas
$388M +$21.8M +6% 5.86% 118% 233 15.45% 2.3
First Commonwealth Financial Corp
3613
First Commonwealth Financial Corp
Pennsylvania
$388M +$11.6M +3% 3.46% 72.9% 215 18.6% 4.2
Peddock Capital Advisors
3614
Peddock Capital Advisors
Massachusetts
$388M +$6.6M +2% 6.63% 113% 155 1.94% 5.8
Aspire Private Capital
3615
Aspire Private Capital
North Carolina
$388M +$8.73M +2% 1.64% 49.6% 757 12.15% 3
RA
3616
Resolute Advisors
California
$388M -$153M -28% 22.2% 36.7% 61 9.84% 2.4
Westover Capital Advisors
3617
Westover Capital Advisors
Delaware
$388M +$46.5M +14% 6.36% 144% 230 27.83% 2.4
Blankinship & Foster
3618
Blankinship & Foster
California
$388M +$6.51M +2% 2.4% 67.1% 74 13.51% 3.8
Newman Dignan & Sheerar Inc
3619
Newman Dignan & Sheerar Inc
Rhode Island
$388M +$13.7M +4% 3.17% 82.6% 175 5.71% 5.8
Creekmur Asset Management
3620
Creekmur Asset Management
Illinois
$388M +$95.3M +33% 3.73% – 1,170 38.55% 0.3
Logan Stone Capital
3621
Logan Stone Capital
Illinois
$387M -$77.9M -17% 0.82% 43.9% 199 50.25% 0.8
Chemistry Wealth Management
3622
Chemistry Wealth Management
New York
$387M +$16.1M +4% 3.38% 77.1% 173 7.51% 1.8
RC
3623
Reik & Co
New York
$387M -$13.4M -3% 2.23% 47.2% 55 5.45% 8
Northwest Wealth Management
3624
Northwest Wealth Management
Iowa
$386M +$21.4M +6% 1.34% 63.4% 179 10.61% 3.5
North of South Capital
3625
North of South Capital
United Kingdom
$386M – – 1% – 17 – 0