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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)
Home Federal Bank of Tennessee
3926
Home Federal Bank of Tennessee
Tennessee
$276M -$506K -0.2% 0.64% 74% 73 6.85% 4.5
Old Port Advisors
3927
Old Port Advisors
Maine
$276M -$1.97M -0.7% 0.8% 114% 223 5.83% 2.3
Financial Consulate
3928
Financial Consulate
Maryland
$276M -$1.48M -0.5% 2.74% 61.4% 138 10.14% 2.8
Meridian Investment Counsel
3929
Meridian Investment Counsel
California
$276M -$8.03M -3% 2.65% 116% 215 4.65% 4.8
Total Wealth Planning
3930
Total Wealth Planning
Ohio
$276M +$20.6M +8% 0.92% 37.2% 48 14.58% 2.1
CAGAS
3931
Capital Advisory Group Advisory Services
Minnesota
$276M +$67K +0% 0.76% 54.8% 584 11.64% 1.5
JGP Global Gestao de Recursos
3932
JGP Global Gestao de Recursos
Brazil
$275M -$25.3M -8% 1.54% 261% 93 45.16% 0.9
Curtis Advisory Group
3933
Curtis Advisory Group
California
$275M +$44.7M +19% 0.17% 79.8% 76 9.21% 1.3
DMK
3934
David M. Knott
$275M -$6.14M -2% 3.09% 81% 168 23.21% 2.4
Jacob Asset Management of New York
3935
Jacob Asset Management of New York
California
$275M -$27.9M -9% 0.57% 22.7% 85 10.59% 1.3
Keystone Financial Planning
3936
Keystone Financial Planning
Ohio
$275M -$989K -0.4% 3.11% 46% 48 10.42% 4.6
Fairmount Funds Management
3937
Fairmount Funds Management
Pennsylvania
$275M +$31.8M +13% 2.07% 2,136% 21 14.29% 1.1
Essex Savings Bank
3938
Essex Savings Bank
Connecticut
$275M +$16.3M +6% 0.58% 95.2% 218 8.72% 2
RenaissanceRe Holdings
3939
RenaissanceRe Holdings
Bermuda
$275M -$50.9M -16% 5.53% 40.8% 7 28.57% 1
LeJeune Puetz Investment Counsel
3940
LeJeune Puetz Investment Counsel
Michigan
$275M +$4.09M +2% 1.32% 64.1% 202 10.4% 3.4
SimplyRich
3941
SimplyRich
California
$275M +$57.2M +26% 0.64% 98.3% 187 20.86% 1.8
FGIM
3942
First Growth Investment Manager
California
$275M +$919K +0.3% 1.09% – 32 6.25% 0.6
Silver Heights Capital Management
3943
Silver Heights Capital Management
Ontario, Canada
$274M -$12.6M -4% 3.52% 39.8% 5 0% 4.1
First Washington Corp
3944
First Washington Corp
Washington
$274M +$6.07M +2% 4.03% 142% 84 8.33% 3.5
Forefront Analytics
3945
Forefront Analytics
Pennsylvania
$274M +$22.1M +9% 0.67% 50.9% 76 22.37% 2.2
O'Brien Greene & Co
3946
O'Brien Greene & Co
Pennsylvania
$274M -$5.99M -2% 0.9% 81.4% 141 9.22% 1.7
Oak Family Advisors
3947
Oak Family Advisors
Illinois
$274M +$34.5M +14% 2.04% 81.9% 158 47.47% 0.4
Guidance Point Advisors
3948
Guidance Point Advisors
Massachusetts
$274M +$16.5M +6% 0.5% 71.8% 442 79.86% 0.4
Bridge Creek Capital Management
3949
Bridge Creek Capital Management
Massachusetts
$274M +$3.89M +1% 0.76% 76.5% 104 5.77% 4.1
Aristides Capital
3950
Aristides Capital
Kentucky
$274M -$152M -36% 0.64% 126% 193 41.97% 0.6