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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 Time
Held (Qtrs)
IR
3676
Invictus RG
Bermuda
$137M -$11.3M -8% 8.79% 289% 945 63.28% 1.6
AF
3677
Aldebaran Financial
$137M +$5.72M +4% 1.43% 89.7% 97 7.22% 10
HIM
3678
Harbour Investment Management
Washington
$137M +$1.88M +1% 2.48% 58.8% 68 2.94% 14
FDS
3679
First Dallas Securities
Texas
$137M -$6.54M -5% 1.46% 163% 118 15.25% 8.8
EFIC
3680
Eliot Finkel Investment Counsel
California
$136M +$5.96M +5% 1.91% 88.9% 35 8.57% 4.9
SCA
3681
Sage Capital Advisors
South Dakota
$136M – – 3.91% 105% 82 – 0
BAM
3682
Boyar Asset Management
New York
$136M +$172K +0.1% 2.7% 75.5% 68 0% 13.2
MA
3683
Menlo Advisors
California
$136M +$3.09M +2% 2.81% 108% 47 6.38% 10
UFM
3684
Ursa Fund Management
California
$136M +$18.7M +16% 0.34% 93.5% 38 78.95% 0.4
LRIC
3685
Long Road Investment Counsel
Michigan
$136M +$221K +0.2% 1.7% 53.8% 72 4.17% 9
SWM
3686
SigFig Wealth Management
California
$136M +$10M +8% 2.54% 49.3% 21 4.76% 2
MPAM
3687
Murphy Pohlad Asset Management
Minnesota
$136M +$215K +0.2% 2.18% 75.1% 86 5.81% 12.5
ACM
3688
Avalon Capital Management
California
$135M -$8.88M -6% 4.95% 151% 111 60.36% 2.9
HH
3689
HWG Holdings
Texas
$135M +$56M +71% 4.64% – 106 76.42% 0.4
RWM
3690
Rench Wealth Management
Texas
$135M +$497K +0.4% 0.52% 106% 52 0% 9.1
TPC
3691
Tiger Pacific Capital
New York
$135M +$3.72M +3% 15.4% 84.5% 13 23.08% 2.7
NERM
3692
New England Research & Management
Illinois
$135M +$5.13M +4% 2% 56.4% 185 30.81% 6.5
GIM
3693
Groesbeck Investment Management
New Jersey
$135M +$594K +0.4% 2.81% 147% 91 7.69% 8.1
PC
3694
PhiloSmith Capital
Connecticut
$135M -$689K -0.5% 0.56% 54% 38 2.63% 1.8
SLA
3695
Silver Lake Advisory
Utah
$135M +$2.15M +2% 1.68% 70.9% 86 8.14% 9.7
WFG
3696
Wills Financial Group
Virginia
$135M +$4.15M +3% 0.85% 57.5% 71 5.63% 9.2
WI
3697
Welch Investments
Alabama
$135M +$8.42M +7% 1.92% – 44 0% 2
SCA
3698
Stuart Chaussee & Associates
California
$134M +$32.7M +32% 2.08% 58.6% 94 26.6% 2.7
SCG
3699
Sonata Capital Group
Washington
$134M +$1.48M +1% 2.1% 57.4% 101 4.95% 8.9
NRCM
3700
Northern Right Capital Management
Connecticut
$134M +$53.4M +66% 14.7% 187% 24 54.17% 2.7