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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)
MJP
3651
Michael J. Puzo
$316M -$6.34M -2% 0.09% 90.3% 76 1.32% 5.8
Eagle Health Investments
3652
Eagle Health Investments
Connecticut
$315M +$23.8M +8% 0.14% 241% 29 6.9% 0.6
Timber Creek Capital Management
3653
Timber Creek Capital Management
Massachusetts
$315M +$7.05M +2% 0.82% 139% 132 10.61% 4.9
Peninsula Wealth
3654
Peninsula Wealth
California
$315M +$9.5M +3% 0.98% 30% 24 12.5% 2.2
Pacific Capital Wealth Advisors
3655
Pacific Capital Wealth Advisors
California
$315M +$116M +58% 0.61% 54.1% 85 14.12% 1.2
GDS
3656
Gimbel Daniel Scott
$315M +$81.7M +35% 35.3% 57.1% 3 0% 0.8
SHCM
3657
Shelter Haven Capital Management
New Jersey
$315M +$9.36M +3% 1.02% – 16 43.75% 0.5
REDW Wealth
3658
REDW Wealth
New Mexico
$314M -$1.83M -0.6% 1.1% 59.1% 118 4.24% 2.8
PFMOSF
3659
Philadelphia Financial Management of San Francisco
California
$314M -$20.3M -6% 4.92% 209% 52 59.62% 0.5
Abacus Planning Group
3660
Abacus Planning Group
South Carolina
$314M -$13.4M -4% 1.25% 67.8% 205 11.71% 2.2
Benin Management Corp
3661
Benin Management Corp
Connecticut
$314M -$993K -0.3% 0.16% 91.7% 108 9.26% 5.6
General Pension Society PZU Joint Stock
3662
General Pension Society PZU Joint Stock
Poland
$314M -$11.6M -4% 4.54% 116% 19 0% 5.1
Burt Wealth Advisors
3663
Burt Wealth Advisors
Maryland
$314M +$36.8M +13% 0.14% 57.3% 98 5.1% 5.2
Sio Capital Management
3664
Sio Capital Management
New York
$314M -$88.6M -22% 7.3% 564% 85 42.35% 1
Diana Davis Spencer Foundation
3665
Diana Davis Spencer Foundation
Maryland
$314M -$2.08M -0.7% 0.66% 13.4% 3 0% 6.8
Princeton Capital Management
3666
Princeton Capital Management
New Jersey
$314M -$9.7M -3% 1.63% 206% 114 10.53% 3.4
Tree Line Advisors
3667
Tree Line Advisors
Hong Kong
$313M -$298M -49% 2.66% 670% 9 66.67% 1.9
Rothschild Capital Partners
3668
Rothschild Capital Partners
New York
$313M +$670K +0.2% 0.58% 90.8% 44 18.18% 3.4
SignalPoint Asset Management
3669
SignalPoint Asset Management
Missouri
$313M +$6.12M +2% 0.37% 36% 235 7.23% 3.9
Winmill & Co
3670
Winmill & Co
New Hampshire
$313M +$34.8M +13% 0.91% 146% 86 10.47% 1.6
M. Kulyk & Associates
3671
M. Kulyk & Associates
Georgia
$313M +$35.8M +13% 0.72% 63.3% 73 13.7% 0.6
Nan Fung Group Holdings
3672
Nan Fung Group Holdings
Hong Kong
$312M -$9.44M -3% 3.86% 281% 29 20.69% 0.2
Windsor Capital Management
3673
Windsor Capital Management
Arizona
$312M +$9.32M +3% 0.85% 49.1% 124 12.1% 5
Texas Treasury Safekeeping Trust Company
3674
Texas Treasury Safekeeping Trust Company
Texas
$312M -$4.11M -1% 0.91% 43.7% 11 45.45% 1.7
Drexel Morgan & Co
3675
Drexel Morgan & Co
Pennsylvania
$311M -$27.6M -8% 2.76% 50.1% 73 41.1% 6.1