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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)
Gifford Fong Associates
3676
Gifford Fong Associates
California
$400M +$22.5M +6% 9.25% 180% 128 0% 5.9
McDonald Partners
3677
McDonald Partners
Ohio
$400M +$26.5M +7% 8.06% 90.7% 251 9.56% 2.4
Encompass Wealth Advisors
3678
Encompass Wealth Advisors
Oregon
$400M +$22.3M +6% 3.9% 68.7% 324 21.6% 2.3
HP
3679
Hound Partners
New York
$400M -$99.1M -20% 5.6% 19.7% 19 26.32% 1.1
Longfellow Investment Management
3680
Longfellow Investment Management
Massachusetts
$399M +$1.21M +0.3% 5.34% 45.9% 277 12.64% 2.2
WESCAP Management Group
3681
WESCAP Management Group
California
$399M +$46M +13% 5.31% 45.7% 96 4.17% 4.9
Altrius Capital Management
3682
Altrius Capital Management
North Carolina
$399M +$19.3M +5% 5.98% 43.8% 91 9.89% 1.9
Bank of New Hampshire
3683
Bank of New Hampshire
New Hampshire
$399M +$14.2M +4% 7.04% 96.5% 486 4.94% 2.5
Firestone Capital Management
3684
Firestone Capital Management
Florida
$399M +$32.4M +9% 7.45% 51.6% 157 12.1% 3
Shayne & Jacobs LLC
3685
Shayne & Jacobs LLC
Tennessee
$399M +$38.4M +11% 12.6% 79.4% 102 9.8% 3
Family Investment Center
3686
Family Investment Center
Missouri
$398M +$63.2M +19% 4.65% 53.1% 89 11.24% 1.1
Fourth Sail Capital
3687
Fourth Sail Capital
Cayman Islands
$398M -$38.2M -9% 3.68% – 29 41.38% 0.4
Quarry LP
3688
Quarry LP
New York
$398M +$50.2M +14% 4.6% 83.2% 2,194 47.22% 0.5
Mitchell Sinkler & Starr
3689
Mitchell Sinkler & Starr
Pennsylvania
$398M +$8.18M +2% 7.1% 85.6% 191 4.71% 3.6
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
3690
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$398M +$30.5M +8% 8.91% 80.8% 64 15.63% 2.9
M Holdings Securities
3691
M Holdings Securities
Oregon
$398M -$374M -48% 4.5% 83.9% 314 72.29% 2.6
PT
3692
Plimoth Trust
Massachusetts
$397M +$22.1M +6% 6.56% 110% 161 3.73% 5.7
Rezny Wealth Management
3693
Rezny Wealth Management
Florida
$397M +$22.9M +6% 3.23% 99.6% 36 19.44% 1.8
EPG Wealth Management
3694
EPG Wealth Management
Georgia
$396M -$32.2M -8% 5.75% 96% 423 100% 0
CWAG
3695
Compton Wealth Advisory Group
Virginia
$396M +$20.8M +6% 7% 76.1% 115 12.17% 3
IAM Advisory
3696
IAM Advisory
Pennsylvania
$396M +$26.8M +7% 6.77% 74.5% 109 16.51% 1.6
PhiloSmith Capital
3697
PhiloSmith Capital
Connecticut
$396M +$40.2M +11% 11.9% 47% 23 0% 6.4
Louisbourg Investments
3698
Louisbourg Investments
New Brunswick, Canada
$395M +$38.5M +11% 9.2% 93.1% 177 6.78% 0.7
RJA Asset Management
3699
RJA Asset Management
Connecticut
$395M +$41.5M +12% 11.9% 80.2% 4 0% 1.9
Raab & Moskowitz Asset Management
3700
Raab & Moskowitz Asset Management
New Jersey
$395M +$27M +7% 6.79% 75% 173 5.78% 6.4