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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)
MYCIO Wealth Partners
3776
MYCIO Wealth Partners
Pennsylvania
$285M -$20.5M -7% 3.85% 60.3% 52 11.54% 4.8
Greenup Street Wealth Management
3777
Greenup Street Wealth Management
Michigan
$285M +$44.8M +19% 8.68% 69.8% 94 29.79% 0.8
Argyle Capital Management
3778
Argyle Capital Management
Pennsylvania
$284M -$6.4M -2% 0.97% 106% 128 2.34% 8
Spinnaker Investment Group
3779
Spinnaker Investment Group
California
$284M +$3.2M +1% 4.24% 56.9% 90 13.33% 1
RS
3780
Retirement Solution
Washington
$284M +$102M +56% 6.78% 77.3% 44 40.91% 1.2
Xcel Wealth Management
3781
Xcel Wealth Management
Florida
$284M +$30.3M +12% 11.7% 98.8% 135 8.15% 2.7
PL Capital Advisors
3782
PL Capital Advisors
Florida
$284M -$79.8M -22% 14.6% 100% 48 27.08% 3.4
Fourthstone LLC
3783
Fourthstone LLC
Missouri
$284M -$96.6M -25% 14.5% 104% 50 36% 1.3
Ellsworth Advisors
3784
Ellsworth Advisors
Ohio
$284M +$17M +6% 3.96% 131% 180 22.78% 1.2
Fairfield, Bush & Co
3785
Fairfield, Bush & Co
Connecticut
$284M +$132M +87% 10.7% 112% 148 22.3% 4.8
WESCAP Management Group
3786
WESCAP Management Group
California
$284M -$720K -0.3% 4.97% 45.7% 94 11.7% 3.9
Trifecta Capital Advisors
3787
Trifecta Capital Advisors
Illinois
$284M +$32.9M +13% 11.9% 149% 466 14.59% 0.2
KS
3788
Karpas Strategies
Connecticut
$284M -$814K -0.3% 0.75% 16.1% 122 4.92% 6.6
Hamilton Wealth
3789
Hamilton Wealth
California
$284M +$37.9M +15% 13% 108% 112 43.75% 1
SRAM
3790
Spouting Rock Asset Management
Pennsylvania
$284M +$149M +111% 13.9% 74.7% 195 38.46% 0.7
MKC
3791
M. Kraus & Co
Vermont
$283M +$12.2M +5% 4.5% 65.9% 75 2.67% 4.8
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
3792
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$283M +$52.9M +23% 10.7% 1,119% 29 44.83% 0.7
Montgomery Investment Management
3793
Montgomery Investment Management
Maryland
$283M +$1.45M +0.5% 2.27% 105% 86 8.14% 6.6
Morton Capital Management
3794
Morton Capital Management
California
$283M +$26.5M +10% 7.82% 75.4% 94 12.77% 1
Pacific Life Fund Advisors
3795
Pacific Life Fund Advisors
California
$282M +$2.15M +0.8% 3.83% 47.6% 8 0% 0.3
VARA
3796
Value Aligned Research Advisors
New Jersey
$282M +$61.8M +28% 33% 1,641% 24 20.83% 0.3
Farmers National Bank
3797
Farmers National Bank
Kentucky
$282M +$1.94M +0.7% 2.52% – 147 2.72% 5.7
Wambolt & Associates
3798
Wambolt & Associates
Colorado
$282M +$21.5M +8% 4.83% 62.2% 274 17.52% 2.7
Shakespeare Wealth Management
3799
Shakespeare Wealth Management
Wisconsin
$282M +$9.24M +3% 3.66% 55.5% 79 7.59% 3.2
Shikiar Asset Management
3800
Shikiar Asset Management
New York
$281M – – 11.4% 117% 80 – 3.7