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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)
Piershale Financial Group
3901
Piershale Financial Group
Illinois
$187M +$10.6M +6% 8.36% 82% 19 5.26% 1.5
KPS Global Asset Management (UK)
3902
KPS Global Asset Management (UK)
United Kingdom
$187M – – 25.2% 373% 6 – 0
Marathon Asset Management (New York)
3903
Marathon Asset Management (New York)
New York
$187M -$35.3M -16% 12.1% 490% 17 58.82% 1.1
Glen Eagle Advisors
3904
Glen Eagle Advisors
New Jersey
$187M +$35.7M +24% 7.61% 68.5% 934 15.74% 1.9
Weaver Consulting Group
3905
Weaver Consulting Group
California
$187M -$2.01M -1% 3.59% 56.4% 899 6.12% 0.7
Hedeker Wealth
3906
Hedeker Wealth
Illinois
$187M +$21.1M +13% 9.35% 161% 58 0% 3.4
Fort Sheridan Advisors
3907
Fort Sheridan Advisors
Illinois
$186M +$7.89M +4% 4.66% 109% 129 20.16% 0.7
HCA
3908
Hyperion Capital Advisors
New York
$186M – – 11.2% 86.1% 40 – 0
MAM
3909
Marketfield Asset Management
New York
$186M +$18.5M +11% 8.77% 61.5% 41 12.2% 3
Semper Augustus Investments Group
3910
Semper Augustus Investments Group
Colorado
$186M +$11.6M +7% 8.34% 95.4% 28 0% 4.8
Corriente Advisors
3911
Corriente Advisors
Texas
$186M – – 77.7% – 17 – 0
Yorktown Management & Research Company
3912
Yorktown Management & Research Company
Virginia
$186M +$444K +0.2% 8.4% 223% 320 19.06% 1.5
Providence Capital Advisors
3913
Providence Capital Advisors
North Carolina
$186M +$15.9M +9% 6.86% 47.4% 288 29.17% 1.2
Intrepid Capital Management
3914
Intrepid Capital Management
Florida
$186M -$5.27M -3% 4.16% 70.2% 69 26.09% 1.6
GeoWealth Management
3915
GeoWealth Management
Illinois
$186M -$259M -58% 3.98% 58% 245 72.24% 0.3
First Commonwealth Financial Corp
3916
First Commonwealth Financial Corp
Pennsylvania
$186M +$17.4M +10% 9.13% 72.9% 142 6.34% 2.9
Donor Advised Charitable Giving
3917
Donor Advised Charitable Giving
California
$186M +$57.3M +45% 30.9% 365% 57 8.77% 0.8
Old North State Trust
3918
Old North State Trust
North Carolina
$185M +$37.9M +26% 4.3% – 388 13.92% 1.1
Bay Harbor Wealth Management
3919
Bay Harbor Wealth Management
Maryland
$185M +$17.9M +11% 5% 47.9% 419 16.71% 0.8
PCMK
3920
Paragon Capital Management (Kansas)
Kansas
$185M -$5.59M -3% 6.41% 87.5% 68 29.41% 4.8
BG
3921
Berry Group
Massachusetts
$185M – – 9.13% – 125 – 0
Physicians Financial Services
3922
Physicians Financial Services
North Carolina
$185M +$10M +6% 8.22% 100% 125 8.8% 2.9
Shakespeare Wealth Management
3923
Shakespeare Wealth Management
Wisconsin
$185M +$11.8M +7% 6.03% 49.6% 77 9.09% 1.1
Jackson Grant Investment Advisers
3924
Jackson Grant Investment Advisers
Connecticut
$185M +$8.67M +5% 5.93% 54.3% 225 4.44% 2.9
EE
3925
EWG Elevate
California
$184M – – 7.1% 76% 73 – 0