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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)
Tree Line Advisors
3676
Tree Line Advisors
Hong Kong
$401M -$131M -25% 2.93% 670% 10 40% 1.3
Garden Investment Management
3677
Garden Investment Management
Connecticut
$401M +$299M +293% 12.2% – 1 0% 0.3
Rappaport Reiches Capital Management
3678
Rappaport Reiches Capital Management
Illinois
$400M +$12.8M +3% 0.9% 17.6% 128 19.53% 2.1
AA
3679
Ashford Advisors
New York
$400M -$32.5M -8% 3.93% 75.4% 19 21.05% 3
HPC
3680
Hobart Private Capital
North Carolina
$400M -$2.86M -0.7% 1.93% 60% 102 13.73% 1.3
Quantessence Capital
3681
Quantessence Capital
New York
$400M +$156M +64% 5.34% – 490 86.53% 0
Sandler Capital Management
3682
Sandler Capital Management
New York
$400M -$563M -59% 1.05% 325% 190 58.42% 0.8
FIFTHDELTA
3683
FIFTHDELTA
United Kingdom
$400M +$117M +41% 14% 16.6% 15 40% 0.8
CMH Wealth Management
3684
CMH Wealth Management
New Hampshire
$399M -$37.5M -9% 6.72% 88% 56 5.36% 4.1
Burt Wealth Advisors
3685
Burt Wealth Advisors
Maryland
$399M +$5.24M +1% 1.28% 57.3% 115 6.96% 5.7
Park Presidio Capital
3686
Park Presidio Capital
California
$399M -$40M -9% 6.5% 94.1% 12 8.33% 4.8
Lingohr Asset Management
3687
Lingohr Asset Management
Germany
$399M +$351M +727% 0.75% 141% 117 50.43% 0.8
Alpine Woods Capital Investors
3688
Alpine Woods Capital Investors
New York
$399M -$129M -24% 1.52% 105% 183 21.86% 5.3
TCOT
3689
Trust Company of Tennessee
Tennessee
$399M +$98.5M +33% 2.55% – 7 14.29% 0.6
SC
3690
Stephens Consulting
Michigan
$399M -$728K -0.2% 0.82% 50.1% 1,561 69.7% 0.8
MHR
3691
Matthew Hamilton Rosenberg
$399M +$13.9M +4% 0.19% 52% 837 6.93% 3.4
Financial & Tax Architects
3692
Financial & Tax Architects
Missouri
$398M +$5.77M +1% 3.39% 50.2% 113 19.47% 2
Flat Footed LLC
3693
Flat Footed LLC
Wyoming
$398M +$3.83M +1% 7.19% 152% 21 61.9% 0.7
Raab & Moskowitz Asset Management
3694
Raab & Moskowitz Asset Management
New Jersey
$398M -$10.5M -3% 1.27% 84.7% 180 6.11% 6.5
Okabena Investment Services
3695
Okabena Investment Services
Minnesota
$397M +$37.4M +10% 0.63% 72.4% 133 20.3% 1.7
Martin Investment Management
3696
Martin Investment Management
Florida
$396M +$32M +9% 3.64% 44% 51 7.84% 5.1
Financial Consulate
3697
Financial Consulate
Maryland
$396M +$19.1M +5% 0.06% 61.4% 36 41.67% 4.6
MAM
3698
Morse Asset Management
Connecticut
$396M -$41.6M -9% 5% 222% 384 24.74% 1.7
Blankinship & Foster
3699
Blankinship & Foster
California
$396M -$10.5M -3% 0.69% 67.1% 74 9.46% 4.5
Bender Robert & Associates
3700
Bender Robert & Associates
California
$396M -$18.2M -4% 8.42% 146% 49 24.49% 0.5