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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)
EnCap Energy Capital Fund XI
3826
EnCap Energy Capital Fund XI
Texas
$244M – – 9.74% 21% 1 – 0
Tradewinds Capital Management
3827
Tradewinds Capital Management
Washington
$244M -$23.5M -9% 3.66% 96.9% 530 14.15% 4
Montgomery Investment Management
3828
Montgomery Investment Management
Maryland
$244M -$3.3M -1% 1.23% 105% 83 9.64% 6.4
Asset Allocation & Management Company
3829
Asset Allocation & Management Company
Illinois
$244M +$4.04M +2% 4.54% 58.5% 126 15.08% 1.2
GDS
3830
Gimbel Daniel Scott
$244M +$76K +0% 0.08% 57.1% 3 0% 1.8
PhiloSmith Capital
3831
PhiloSmith Capital
Connecticut
$244M -$1.84M -0.7% 0.26% 47% 29 24.14% 4.9
First Sabrepoint Capital Management
3832
First Sabrepoint Capital Management
Texas
$244M -$12.3M -5% 9.68% 218% 29 13.79% 1.5
Smithbridge Asset Management
3833
Smithbridge Asset Management
Pennsylvania
$244M -$15.2M -6% 5.12% – 104 14.42% 4.9
Peddock Capital Advisors
3834
Peddock Capital Advisors
Massachusetts
$244M -$12.1M -5% 3.57% 113% 148 6.76% 4.9
EPG Wealth Management
3835
EPG Wealth Management
Georgia
$243M +$9.32M +4% 4.74% 96% 395 48.35% 1
Curtis Advisory Group
3836
Curtis Advisory Group
California
$243M -$8.61M -3% 4.53% 67.6% 92 11.96% 1.9
Progressive Investment Management
3837
Progressive Investment Management
Oregon
$243M -$12.7M -5% 4.43% 139% 52 5.77% 3.9
44 Wealth Management
3838
44 Wealth Management
Oregon
$243M -$15.6M -6% 7.09% – 173 11.56% 1.3
LeJeune Puetz Investment Counsel
3839
LeJeune Puetz Investment Counsel
Michigan
$243M -$14M -5% 5.98% 64.1% 193 3.63% 4.4
Matthew 25 Management Corp
3840
Matthew 25 Management Corp
Pennsylvania
$243M -$27.6M -10% 6.71% 141% 23 4.35% 5.3
Householder Group Estate & Retirement Specialist
3841
Householder Group Estate & Retirement Specialist
Arizona
$243M +$18.8M +8% 5.55% – 1,227 84.19% 0.1
Autonomy Capital (Jersey)
3842
Autonomy Capital (Jersey)
Jersey
$243M +$221M +1,048% 6.01% 33.4% 13 23.08% 0.8
Barometer Capital Management
3843
Barometer Capital Management
Ontario, Canada
$242M -$4.81M -2% 0.86% 339% 105 72.38% 0.4
CA
3844
Crumly & Associates
Illinois
$242M +$1.74M +0.7% 4.89% 58.1% 108 5.56% 1.5
OM
3845
Opaleye Management
Massachusetts
$242M +$20.3M +9% 60.4% 748% 53 32.08% 1.7
Essex Woodlands Management
3846
Essex Woodlands Management
Texas
$242M +$55K +0% 3.88% 55% 9 22.22% 4.4
Kapitalo Investimentos
3847
Kapitalo Investimentos
Brazil
$242M +$85.7M +55% 8.17% 66.5% 48 50% 0.5
TIFF Advisory Services
3848
TIFF Advisory Services
Pennsylvania
$242M -$36.7M -13% 3.48% 86.3% 28 42.86% 0.7
Strategic Equity Management
3849
Strategic Equity Management
Arizona
$242M +$48.8M +25% 4.4% 70.3% 49 48.98% 0.8
White Pine Investment Company
3850
White Pine Investment Company
Michigan
$241M -$11.6M -5% 4.02% 73.3% 65 13.85% 4.2