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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)
AIS
3701
Accurate Investment Solutions
Pennsylvania
$109M – – 4.69% 6.74% 339 – 0
Willingdon Wealth Management
3702
Willingdon Wealth Management
North Carolina
$109M +$25.2M +30% 7.02% 15.3% 97 41.24% 1
SL
3703
SIB LLC
New York
$109M -$13.5M -11% 0.12% 29.2% 27 3.7% 2.4
TMD & Associates
3704
TMD & Associates
Arizona
$109M – – 3.67% 20.5% 54 – 0
Kathryn A. Hall
3705
Kathryn A. Hall
$109M +$7.7M +8% 3.46% 95.2% 7 28.57% 1.4
Boltwood Capital Management
3706
Boltwood Capital Management
California
$109M +$15.3M +16% 6.03% 63% 97 16.49% 1.8
Capital Wealth Planning
3707
Capital Wealth Planning
Florida
$109M -$16.5M -13% 6.12% 73.9% 119 28.57% 1.2
PP
3708
Pension Partners
New York
$109M -$18.8M -15% 1.81% – 22 86.36% 0.3
GSI Capital Advisors
3709
GSI Capital Advisors
California
$109M +$14.5M +15% 8.74% 39.7% 40 60% 0.5
RPg Family Wealth Advisory
3710
RPg Family Wealth Advisory
Massachusetts
$109M – – 4.87% 117% 194 – 0
Ruggie Capital Group
3711
Ruggie Capital Group
Florida
$109M +$3.42M +3% 0% 22% 233 99.57% 0
Smithbridge Asset Management
3712
Smithbridge Asset Management
Pennsylvania
$109M +$3.16M +3% 7.14% – 52 0% 2.2
Private Capital Management (Minnesota)
3713
Private Capital Management (Minnesota)
Minnesota
$109M – – 3.25% – 188 – 0
Physicians Financial Services
3714
Physicians Financial Services
North Carolina
$108M – – 6.81% 100% 311 – 0
Robinson Capital Management
3715
Robinson Capital Management
Michigan
$108M – – 1.98% 7.8% 94 – 0.3
BW Gestao de Investimentos
3716
BW Gestao de Investimentos
Brazil
$108M -$34.8M -24% 5.42% 95.1% 82 15.85% 1.2
Aldebaran Financial
3717
Aldebaran Financial
$108M +$2.14M +2% 4.94% 89.7% 106 10.38% 1.6
MML Investors Services
3718
MML Investors Services
Massachusetts
$108M +$9.29M +9% 3.31% 74.5% 46 8.7% 0.5
Headlands Capital Management
3719
Headlands Capital Management
California
$108M – – 20.8% – 9 – 0
HCSF Management
3720
HCSF Management
California
$108M +$13.1M +14% 20.8% 58.8% 12 33.33% 0.7
HCM
3721
Highlander Capital Management
New Jersey
$108M +$2.14M +2% 2.99% 34.4% 886 5.53% 1.9
Krilogy Financial
3722
Krilogy Financial
Missouri
$108M -$102M -49% 1.9% 79% 666 41.74% 0.2
University of Notre Dame du Lac
3723
University of Notre Dame du Lac
Indiana
$108M +$53M +97% 4.56% – 45 91.11% 0.1
Excalibur Management
3724
Excalibur Management
Massachusetts
$108M +$7.54M +8% 7.25% 81.7% 73 19.18% 1.7
Water Oak Advisors
3725
Water Oak Advisors
Florida
$107M +$16.9M +19% 1.7% 12.9% 20 55% 0.8