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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)
MI
3876
M3F Inc
Utah
$301M +$2.38M +0.8% 1.01% 139% 48 14.58% 2.4
Yorktown Energy Partners XI
3877
Yorktown Energy Partners XI
New York
$300M +$56.6M +23% 39.2% 105% 3 0% 2.2
Globe Life
3878
Globe Life
Texas
$300M -$15.5M -5% 4.9% 60.1% 1 0% 5.3
Broadleaf Partners
3879
Broadleaf Partners
Ohio
$300M -$25.6M -8% 0.67% 180% 76 17.11% 2.7
Aryeh Capital Management
3880
Aryeh Capital Management
Ontario, Canada
$300M +$10.5M +4% 9.78% 87.7% 13 38.46% 0.9
Holderness Investments Company
3881
Holderness Investments Company
North Carolina
$300M -$38.7M -11% 3.07% 144% 244 17.21% 4
Bridge Creek Capital Management
3882
Bridge Creek Capital Management
Massachusetts
$300M +$3.34M +1% 0.69% 76.5% 110 11.82% 4.2
JW Asset Management
3883
JW Asset Management
Florida
$300M -$1.89M -0.6% 1.22% 251% 11 45.45% 2.1
Seaview Investment Managers
3884
Seaview Investment Managers
Florida
$300M +$15.5M +5% 4.28% 148% 117 34.19% 0.5
Naviter Wealth
3885
Naviter Wealth
Arkansas
$300M -$34.9M -10% 0.36% 87.1% 106 20.75% 0.2
Stamos Capital Partners
3886
Stamos Capital Partners
California
$300M +$84M +39% 0.4% 36.7% 99 59.6% 0.7
Knightsbridge Asset Management
3887
Knightsbridge Asset Management
California
$299M -$1.23M -0.4% 1.77% 150% 111 26.13% 1.5
Origin Asset Management
3888
Origin Asset Management
United Kingdom
$299M -$126M -30% 6.27% 59.3% 53 45.28% 1
Outlook Wealth Advisors
3889
Outlook Wealth Advisors
Texas
$299M -$41.4M -12% 2.28% 76% 227 22.91% 1.7
PCR
3890
Potrero Capital Research
California
$299M -$36.2M -11% 11.9% 226% 86 48.84% 0.9
Keystone Financial Planning
3891
Keystone Financial Planning
Ohio
$299M +$5.27M +2% 1.7% 46% 48 8.33% 4.8
Abacus FCF Advisors
3892
Abacus FCF Advisors
Florida
$299M +$95.4M +47% 5.14% 197% 197 46.19% 0.9
ACM
3893
Altium Capital Management
New York
$299M -$63.9M -18% 4.34% – 166 48.8% 0.5
Triangle Securities Wealth Management
3894
Triangle Securities Wealth Management
North Carolina
$299M -$20.8M -7% 2.87% 83.6% 182 7.69% 5
Prism Advisors
3895
Prism Advisors
California
$299M -$7.3M -2% 5.57% 54.6% 56 5.36% 2.5
Peak Financial Management
3896
Peak Financial Management
Massachusetts
$298M -$10.3M -3% 3.49% 58.2% 84 19.05% 3.2
Ashburton (Jersey)
3897
Ashburton (Jersey)
Jersey
$298M +$12M +4% 0.42% – 50 18% 2.9
Red Door Wealth Management
3898
Red Door Wealth Management
Tennessee
$298M -$6.64M -2% 3.02% 100% 175 30.29% 1.7
Mitchell McLeod Pugh & Williams
3899
Mitchell McLeod Pugh & Williams
Alabama
$298M -$4.62M -2% 1.62% 90.7% 242 11.57% 4.7
Hemington Wealth Management
3900
Hemington Wealth Management
Virginia
$298M +$81.7M +38% 4.5% 76.1% 111 30.63% 0.9