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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)
NTCM
3801
Nine Ten Capital Management
Illinois
$298M -$302M -50% 13.1% 166% 12 41.67% 3.1
Montgomery Investment Management
3802
Montgomery Investment Management
Maryland
$298M +$14.6M +5% 6.36% 105% 93 12.9% 6.3
MKC
3803
M. Kraus & Co
Vermont
$298M +$14.1M +5% 5.39% 65.9% 79 6.33% 4.8
Point Break Capital Management
3804
Point Break Capital Management
Florida
$297M -$9.8M -3% 4.08% – 10 60% 1
Prism Advisors
3805
Prism Advisors
California
$297M +$9.21M +3% 3.73% 54.6% 54 9.26% 3.2
Lion Street Advisors
3806
Lion Street Advisors
Texas
$297M -$25.7M -8% 0.01% 38% 301 43.19% 0.8
Orchard Capital Management
3807
Orchard Capital Management
Illinois
$297M -$1.65M -0.6% 8.2% 140% 53 16.98% 1.6
OnyxPoint Global Management
3808
OnyxPoint Global Management
New York
$297M -$3M -1% 9.04% 162% 18 33.33% 0.4
Stokes Capital Advisors
3809
Stokes Capital Advisors
South Carolina
$297M +$2.42M +0.8% 5.01% 61.3% 83 6.02% 3.4
Gardner Lewis Asset Management
3810
Gardner Lewis Asset Management
Pennsylvania
$297M +$7.34M +3% 16.3% 240% 94 44.68% 2.3
Rezny Wealth Management
3811
Rezny Wealth Management
Florida
$297M +$25.8M +10% 5.53% 99.6% 27 29.63% 2.5
Knollwood Investment Advisory
3812
Knollwood Investment Advisory
Maryland
$297M -$219M -43% 9.08% 160% 144 18.75% 0.4
NC
3813
Nokomis Capital
Texas
$297M +$47.1M +19% 22.4% 145% 62 24.19% 2
Genworth Financial
3814
Genworth Financial
Virginia
$297M +$21.4M +8% 7.69% 73.6% 4 50% 1.1
KS
3815
Karpas Strategies
Connecticut
$296M +$12.5M +4% 4.44% 16.1% 122 2.46% 6.9
SEP
3816
Southland Equity Partners
Missouri
$296M +$41.9M +16% 5.51% 66.1% 190 11.05% 1.8
Barry Investment Advisors
3817
Barry Investment Advisors
Massachusetts
$296M -$9.05M -3% 0.31% 66.7% 124 13.71% 3
Park Edge Advisors
3818
Park Edge Advisors
Ohio
$296M +$35.6M +14% 8.89% 53.7% 109 15.6% 0.4
Ethos Financial Group
3819
Ethos Financial Group
Pennsylvania
$296M -$25.2M -8% 2.29% 63% 194 23.2% 0.5
Satovsky Asset Management
3820
Satovsky Asset Management
New York
$296M +$27.4M +10% 5.79% 53.6% 45 13.33% 1.6
Poehling Capital Management
3821
Poehling Capital Management
Wisconsin
$296M -$774K -0.3% 2.1% 83% 126 6.35% 3
MHR
3822
Matthew Hamilton Rosenberg
$296M -$14.2M -5% 3.57% 52% 1,014 12.92% 2
ICM
3823
Indaba Capital Management
California
$296M -$27.9M -9% 10.9% 66.7% 18 16.67% 1.8
Delta Accumulation LLC
3824
Delta Accumulation LLC
California
$295M +$131M +80% 3.47% 96.5% 171 28.65% 0.4
AGUR Provident & Training Funds Management
3825
AGUR Provident & Training Funds Management
Israel
$295M +$32.9M +13% 8.52% – 22 0% 1