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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)
Montgomery Investment Management
3801
Montgomery Investment Management
Maryland
$184M +$30.7M +20% 32.8% 105% 90 15.56% 5.1
Affiance Financial
3802
Affiance Financial
Minnesota
$184M +$38.9M +27% 20.7% 57.8% 148 20.95% 2.5
Broadmark Asset Management
3803
Broadmark Asset Management
California
$184M +$142M +341% 26.4% 39.6% 4 75% 0.4
Enstar Group
3804
Enstar Group
Bermuda
$184M +$32.4M +21% 23.4% 29.5% 10 0% 0.5
Clear Perspective Advisors
3805
Clear Perspective Advisors
Illinois
$183M +$33.5M +22% 20% 88.5% 133 27.82% 2.3
ETF Portfolio Partners
3806
ETF Portfolio Partners
Kansas
$183M +$26.7M +17% 15.3% 50.2% 41 21.95% 2.9
DMK
3807
David M. Knott
$183M +$24.7M +16% 37.2% 81% 128 32.03% 3.1
Rutabaga Capital Management
3808
Rutabaga Capital Management
Massachusetts
$183M +$16M +10% 17.8% 57% 50 12% 2.7
LexAurum Advisors
3809
LexAurum Advisors
Kansas
$183M +$38.7M +27% 14.3% – 226 22.57% 1.4
Knuff & Co
3810
Knuff & Co
California
$183M +$44.8M +33% 27.5% 85.8% 176 22.16% 1
Ecofin Advisors
3811
Ecofin Advisors
United Kingdom
$183M +$36.1M +25% 12.4% 77% 29 10.34% 2.5
PWP
3812
Personal Wealth Partners
Minnesota
$182M +$16.1M +10% 14.7% 37.2% 69 20.29% 1
Old Point Trust & Financial Services N A
3813
Old Point Trust & Financial Services N A
Virginia
$182M +$23.2M +15% 15.6% 87.3% 70 11.43% 5.5
Corbenic Partners
3814
Corbenic Partners
Pennsylvania
$182M +$52.8M +41% 17.3% – 208 30.29% 2.6
TIFF Advisory Services
3815
TIFF Advisory Services
Pennsylvania
$182M +$31.1M +21% 34.4% 86.3% 15 60% 0.6
Uncommon Cents Investing
3816
Uncommon Cents Investing
Wisconsin
$182M +$21.7M +14% 19.3% 91.4% 115 13.04% 1.7
Cincinnati Specialty Underwriters Insurance
3817
Cincinnati Specialty Underwriters Insurance
Ohio
$182M +$35.2M +24% 21.6% 115% 40 20% 4.3
SimplyRich
3818
SimplyRich
California
$182M +$31.8M +21% 20% 98.3% 141 15.6% 1.5
CWM
3819
Cordatus Wealth Management
Pennsylvania
$182M +$42.9M +31% 25.1% 108% 125 36% 0.8
Moisand Fitzgerald Tamayo
3820
Moisand Fitzgerald Tamayo
Florida
$182M +$28.3M +18% 16.8% 51.1% 345 27.25% 2.2
Keating Investment Counselors
3821
Keating Investment Counselors
Florida
$182M +$17.9M +11% 17.4% 50% 64 12.5% 5
Fifth Third Securities
3822
Fifth Third Securities
Ohio
$181M +$71.2M +65% 13.8% 62.7% 70 17.14% 1.8
CAMG Solamere Management
3823
CAMG Solamere Management
North Carolina
$181M -$8.82M -5% 21% 51.7% 120 10% 1.7
Deep Field Asset Management
3824
Deep Field Asset Management
California
$181M +$17.2M +10% 28.6% 20.1% 30 43.33% 0.8
Norman Fields Gottscho Capital Management
3825
Norman Fields Gottscho Capital Management
New York
$181M +$23.8M +15% 17.8% 96.9% 66 15.15% 3.8