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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)
Wildcat Capital Management
3901
Wildcat Capital Management
New York
$269M +$7.19M +3% 30% 77.7% 32 40.63% 1.5
Whalerock Point Partners
3902
Whalerock Point Partners
Rhode Island
$269M +$23M +9% 9.87% 103% 153 8.5% 5
PFMOSF
3903
Philadelphia Financial Management of San Francisco
California
$269M -$43.9M -14% 3.63% 209% 42 71.43% 0.3
Columbus Macro
3904
Columbus Macro
Pennsylvania
$269M +$8.46M +3% 3.63% 48.7% 179 12.85% 2.6
PBMares Wealth Management
3905
PBMares Wealth Management
Virginia
$269M +$21.9M +9% 4.4% 67.7% 173 5.78% 2.1
Bridger Management
3906
Bridger Management
New York
$269M +$21.4M +9% 8.56% 103% 31 29.03% 2.2
Biechele Royce Advisors
3907
Biechele Royce Advisors
Indiana
$269M +$23.7M +10% 9.04% 39.2% 68 14.71% 3.1
Peak Financial Management
3908
Peak Financial Management
Massachusetts
$269M +$14.6M +6% 5.57% 58.2% 73 8.22% 4
VDBMI
3909
Van Den Berg Management I
Texas
$269M +$485K +0.2% 4.99% 187% 111 5.41% 2
Home Federal Bank of Tennessee
3910
Home Federal Bank of Tennessee
Tennessee
$269M +$5.71M +2% 3.89% 74% 71 8.45% 5.9
Coston McIsaac & Partners
3911
Coston McIsaac & Partners
Maine
$269M +$11.8M +5% 1.79% 40.6% 916 10.59% 0.6
SWS Partners
3912
SWS Partners
Ohio
$269M +$57.8M +27% 7.15% 127% 118 33.05% 1.4
Wittenberg Investment Management
3913
Wittenberg Investment Management
Massachusetts
$269M +$23M +9% 8.88% 89.9% 89 7.87% 4
Satovsky Asset Management
3914
Satovsky Asset Management
New York
$269M +$27.4M +11% 5.74% 53.6% 42 14.29% 1.5
Litman Gregory Wealth Management
3915
Litman Gregory Wealth Management
California
$269M -$447M -62% 5.74% 55.5% 111 93.69% 0.9
SR One Capital Management
3916
SR One Capital Management
Pennsylvania
$268M -$5.48M -2% 11.2% 656% 6 16.67% 0.8
United Capital Management of KS
3917
United Capital Management of KS
Kansas
$268M +$26.1M +11% 12.6% 295% 92 18.48% 2.7
Winmill & Co
3918
Winmill & Co
New Hampshire
$268M -$6.47M -2% 5.12% 146% 78 11.54% 2.3
Marion Wealth Management
3919
Marion Wealth Management
Pennsylvania
$268M +$30.9M +13% 5.01% 51.7% 108 8.33% 1
Maltese Capital Management
3920
Maltese Capital Management
New York
$268M -$92M -26% 11.9% 114% 110 23.64% 3
Oxbow Capital Management (HK)
3921
Oxbow Capital Management (HK)
Hong Kong
$268M -$30.3M -10% 21.4% 2,244% 12 58.33% 0.2
JSF Financial
3922
JSF Financial
California
$268M +$71K +0% 9.03% 91% 129 26.36% 1.9
Permit Capital
3923
Permit Capital
Pennsylvania
$268M -$21.9M -8% 1.42% 121% 26 11.54% 5.2
Boltwood Capital Management
3924
Boltwood Capital Management
California
$268M +$21.2M +9% 5.41% 63% 160 10.63% 5.2
Summit Wealth & Retirement Planning
3925
Summit Wealth & Retirement Planning
California
$267M +$21.5M +9% 5.48% 67.6% 115 20% 1.9