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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)
Poehling Capital Management
3976
Poehling Capital Management
Wisconsin
$141M +$26.9M +24% 5.72% 83% 308 66.56% 0.7
Conrad N. Hilton Foundation
3977
Conrad N. Hilton Foundation
California
$141M -$69.4M -33% 1.56% – 6 16.67% 0.8
Milestone Advisory Partners
3978
Milestone Advisory Partners
North Carolina
$141M +$6.56M +5% 4.73% 19.7% 49 12.24% 0.7
WCM
3979
Wunderlich Capital Managemnt
Tennessee
$141M -$2.97M -2% 5.09% 33.6% 93 11.83% 3.1
Rainey & Randall Wealth Advisors
3980
Rainey & Randall Wealth Advisors
Florida
$141M +$58M +70% 3.05% 47.8% 34 29.41% 0.5
SCA
3981
Strategic Capital Advisers
Colorado
$140M +$3.67M +3% 7.27% 51.4% 59 5.08% 0.7
TMD & Associates
3982
TMD & Associates
Arizona
$140M +$11.8M +9% 4.66% 20.5% 46 60.87% 0.9
Adalta Capital Management
3983
Adalta Capital Management
New York
$140M -$1.45M -1% 6.59% 80.4% 88 17.05% 1.1
Glen Eagle Advisors
3984
Glen Eagle Advisors
New Jersey
$140M +$12.4M +10% 6.32% 68.5% 740 11.08% 1.3
PVG Asset Management
3985
PVG Asset Management
Colorado
$140M -$28.8M -17% 0.36% – 116 50.86% 0.9
USAdvisors Wealth Management
3986
USAdvisors Wealth Management
Minnesota
$140M +$7.39M +6% 3.82% 59.6% 78 29.49% 0.5
LIC
3987
Laurus Investment Counsel
Canada
$140M -$211K -0.2% 6.32% 14.1% 31 6.45% 0.7
Nations Financial Group
3988
Nations Financial Group
Iowa
$140M +$19.8M +17% 5.84% 105% 175 11.43% 1.8
LCH
3989
Lee Capital Holdings
New York
$140M -$1.94M -1% 7.76% 34.4% 94 32.98% 0.2
WPEP
3990
Walnut Private Equity Partners
Nebraska
$139M +$9.3M +7% 5.5% 48% 22 4.55% 3.4
Dynamo Administracao de Recursos
3991
Dynamo Administracao de Recursos
Brazil
$139M +$3.42M +3% 6.35% 350% 3 0% 0.8
Marlowe Partners
3992
Marlowe Partners
New York
$139M +$4.02M +3% 7.25% 16.3% 7 0% 1.1
Corrigan Financial
3993
Corrigan Financial
Rhode Island
$139M +$4.49M +3% 4.72% 9.54% 60 10% 2
Gargoyle Investment Advisor
3994
Gargoyle Investment Advisor
New Jersey
$139M -$40.7M -23% 4.48% 34.5% 145 55.17% 1.6
Colorado Capital Management
3995
Colorado Capital Management
Colorado
$139M -$8.53M -6% 3.29% 60.4% 95 13.68% 1.9
Hellman Jordan Management Company
3996
Hellman Jordan Management Company
Massachusetts
$139M +$14.3M +11% 10.4% 205% 57 36.84% 0.7
West Paces Advisors
3997
West Paces Advisors
Georgia
$139M +$5.2M +4% 4.69% 57.7% 485 2.27% 1.6
Sterneck Capital Management
3998
Sterneck Capital Management
Missouri
$139M -$5.68M -4% 5.45% 61.5% 109 11.93% 2.8
Northern Right Capital Management
3999
Northern Right Capital Management
Connecticut
$139M -$808K -0.6% 7.64% 187% 21 23.81% 1.2
FSI Group
4000
FSI Group
Ohio
$139M +$12.4M +10% 1.03% 44.1% 50 28% 1