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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)
Founders Capital Management (Texas)
3901
Founders Capital Management (Texas)
Texas
$113M +$1.6M +1% 1.23% 131% 394 11.17% 0.2
IRON Financial
3902
IRON Financial
Illinois
$113M -$25.9M -19% 2.22% 60.6% 98 34.69% 1.4
Capital Insight Partners
3903
Capital Insight Partners
Arizona
$113M +$2.33M +2% 2.83% 51.7% 80 15% 1.2
Pettee Investors
3904
Pettee Investors
Connecticut
$113M +$1.98M +2% 1.85% 96.1% 65 4.62% 3
HMS Capital Management
3905
HMS Capital Management
Tennessee
$113M +$2.48M +2% 5.79% 140% 156 14.74% 0.5
AMAL
3906
Asset Management Advisors LLC
Oklahoma
$112M +$645K +0.6% 0.71% 124% 30 16.67% 2.3
Cincinnati Casualty Company
3907
Cincinnati Casualty Company
Ohio
$112M +$2.25M +2% 2.32% 56% 27 0% 2.9
LCM
3908
Lee Capital Management
New York
$112M +$500K +0.4% 4.93% – 100 33% 0.4
Leisure Capital Management
3909
Leisure Capital Management
California
$112M -$299K -0.3% 1.3% 98% 113 8.85% 1.8
MFM
3910
Marianas Fund Management
New York
$112M -$155M -58% 1.4% 26% 46 56.52% 0.4
Seven Bridges Advisors
3911
Seven Bridges Advisors
New York
$112M +$6.86M +7% 4.3% – 158 28.48% 1
Kopp Investment Advisors
3912
Kopp Investment Advisors
Minnesota
$112M +$9.39M +9% 14.5% 109% 65 7.69% 2.5
Bennicas & Associates
3913
Bennicas & Associates
California
$112M -$446K -0.4% 0.54% 40.3% 89 1.12% 3.4
Excalibur Management
3914
Excalibur Management
Massachusetts
$112M -$734K -0.7% 1.14% 81.7% 72 4.17% 2.8
SF
3915
Schooner Foundation
Massachusetts
$112M -$8.38M -7% 3.57% 13.8% 2 0% 1.5
Paragon Wealth Strategies
3916
Paragon Wealth Strategies
Florida
$112M -$10.2M -8% 2.59% 59.8% 28 7.14% 0.4
Abbot Financial Management
3917
Abbot Financial Management
Massachusetts
$112M – – 3.1% 102% 97 – 0
Tiemann Investment Advisors
3918
Tiemann Investment Advisors
California
$111M +$3.5M +3% 3.27% 77% 168 8.33% 2.6
Matthew Goff Investment Advisor
3919
Matthew Goff Investment Advisor
Texas
$111M +$6.86M +7% 3.04% 89.6% 38 7.89% 0.2
Water Oak Advisors
3920
Water Oak Advisors
Florida
$111M +$23.9M +27% 3.44% 12.9% 18 27.78% 1.4
SkyTop Capital Management
3921
SkyTop Capital Management
New Jersey
$111M -$39.1M -26% 6.46% 50.2% 31 77.42% 0.3
Robertson Stephens Advisors
3922
Robertson Stephens Advisors
California
$111M -$736K -0.7% 2.94% – 91 24.18% 0.4
AUA Capital Management
3923
AUA Capital Management
Pennsylvania
$111M +$11.2M +11% 2.25% 70.2% 219 15.53% 0.4
Equinox Partners Investment Management
3924
Equinox Partners Investment Management
Connecticut
$111M +$15.4M +16% 0.35% 241% 9 22.22% 0.3
PI
3925
Pachira Investments
California
$111M +$1.36M +1% 1.57% 82.3% 9 22.22% 0.4