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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)
YorkBridge Wealth Partners
3626
YorkBridge Wealth Partners
New York
$218M +$19.7M +10% 8.89% 36.5% 188 12.23% 2.5
Omnia Family Wealth
3627
Omnia Family Wealth
Florida
$218M +$81.1M +59% 7.52% 80.6% 99 17.17% 2.4
Ativo Capital Management
3628
Ativo Capital Management
Illinois
$218M +$13M +6% 10.3% 63.2% 114 16.67% 2.3
BCBSM Inc
3629
BCBSM Inc
Minnesota
$218M – – 0.04% – 1 – 0
PS
3630
Portfolio Strategies
New York
$218M +$22.5M +12% 8.93% 120% 64 32.81% 1.1
Abacus Planning Group
3631
Abacus Planning Group
South Carolina
$218M +$15.9M +8% 8.78% 59.1% 187 14.97% 1.2
Capital Insight Partners
3632
Capital Insight Partners
Arizona
$218M +$103M +90% 5.33% 51.7% 106 36.79% 1.9
Sterling Investment Advisors (Pennsylvania)
3633
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$218M +$21.9M +11% 9.01% 111% 469 16.63% 2
Shaker Financial Services
3634
Shaker Financial Services
Virginia
$218M +$21.5M +11% 4.23% 12.9% 172 37.79% 1
Enstar Group
3635
Enstar Group
Bermuda
$217M – – 4.6% 29.5% 8 – 0
First Washington Corp
3636
First Washington Corp
Washington
$217M +$16.2M +8% 10.8% 142% 89 29.21% 3.3
Aquamarine Capital Management
3637
Aquamarine Capital Management
New York
$217M +$19.3M +10% 10.1% 23% 12 0% 4
BMT Investment Advisors
3638
BMT Investment Advisors
Pennsylvania
$217M +$21.5M +11% 8.41% – 83 3.61% 2
Cedar Capital
3639
Cedar Capital
Illinois
$217M +$3.2M +1% 9.05% 98% 188 19.15% 1.7
Taylor Wealth Management Partners
3640
Taylor Wealth Management Partners
Massachusetts
$217M +$3.21M +2% 8.99% 62% 53 26.42% 2.1
Old Point Trust & Financial Services N A
3641
Old Point Trust & Financial Services N A
Virginia
$217M +$11.4M +6% 7.92% 87.3% 73 8.22% 5.1
Investors Research Corp
3642
Investors Research Corp
Georgia
$217M +$19.6M +10% 9.9% 62.1% 1,151 4.17% 1
CAMG Solamere Management
3643
CAMG Solamere Management
North Carolina
$217M +$17.1M +9% 9.66% 51.7% 98 13.27% 2
LJHT
3644
Laurie J. Hall Trustee
$217M +$20.6M +11% 9.55% 105% 349 10.6% 3.5
LC
3645
LNZ Capital
New York
$217M +$97.9M +82% 2.65% 58.8% 19 47.37% 0.3
Kemper Corp Master Retirement Trust
3646
Kemper Corp Master Retirement Trust
Illinois
$217M +$16.3M +8% 6.28% 21.9% 41 4.88% 5.1
ESL Trust Services
3647
ESL Trust Services
New York
$217M – – 5.95% 53.9% 32 – 0
Brewin Dolphin Wealth Management
3648
Brewin Dolphin Wealth Management
Ireland
$216M +$19.5M +10% 10.3% 47.5% 203 7.88% 1.8
NFG
3649
Noven Financial Group
Colorado
$216M +$14.8M +7% 7.57% 45.1% 36 22.22% 2.5
Confluence Wealth Management
3650
Confluence Wealth Management
Oregon
$216M +$11.9M +6% 6.99% 31.9% 118 5.08% 3.8