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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)
Peterson Wealth Advisors
3976
Peterson Wealth Advisors
Utah
$150M +$23.3M +18% 11.5% 50.9% 43 13.95% 1.1
AB CarVal Investors
3977
AB CarVal Investors
Minnesota
$149M +$9.8M +7% 17.9% 24% 16 56.25% 0.6
SCP Investment
3978
SCP Investment
California
$149M +$40.6M +37% 15.2% 32.8% 71 73.24% 0.2
NCM
3979
Niemann Capital Management
Nevada
$149M +$55M +58% 14.4% 103% 24 79.17% 0.1
Heritage Way Advisors
3980
Heritage Way Advisors
Illinois
$149M +$19.2M +15% 12.3% 79.4% 61 9.84% 1.8
ValueWorks
3981
ValueWorks
New York
$149M +$3.81M +3% 14.9% 190% 35 14.29% 2.6
Hapanowicz & Associates Financial Services
3982
Hapanowicz & Associates Financial Services
Pennsylvania
$149M +$15M +11% 8.08% 65% 20 15% 1.8
MCA
3983
Mercer Capital Advisers
New Jersey
$149M +$14.1M +10% 11% 59.6% 229 6.11% 3.7
AFA
3984
Alta Fundamental Advisers
New York
$149M -$23.5M -14% 2.44% 340% 24 29.17% 1.4
MWM
3985
Mascoma Wealth Management
New Hampshire
$149M +$18M +14% 9.5% 43.7% 429 18.41% 1.6
Pinnacle Wealth Planning Services
3986
Pinnacle Wealth Planning Services
Ohio
$149M -$7.29M -5% 9.62% 84.5% 182 29.67% 0.9
Chubb Ltd
3987
Chubb Ltd
Switzerland
$149M +$11M +8% 8.67% 64.2% 13 7.69% 2.8
Spectrum Asset Management (California)
3988
Spectrum Asset Management (California)
California
$149M +$22.6M +18% 12% 68.3% 91 26.37% 1.7
Tidal Investments
3989
Tidal Investments
Wisconsin
$149M +$18.8M +15% 11.8% 208% 113 23.89% 0.2
Kathryn A. Hall
3990
Kathryn A. Hall
$148M +$46.2M +45% 6.13% 95.2% 32 78.13% 0.6
SLA
3991
Silver Lake Advisory
Utah
$148M +$13.6M +10% 12.1% 76.7% 87 12.64% 3.3
Timber Creek Capital Management
3992
Timber Creek Capital Management
Massachusetts
$148M +$19.8M +15% 12.3% 139% 128 3.91% 3.9
Cougar Global Investments
3993
Cougar Global Investments
Ontario, Canada
$148M +$6.85M +5% 8.11% 17.4% 22 45.45% 1.1
OFCM
3994
One Fin Capital Management
California
$148M +$55.1M +59% 27.3% 92% 25 60% 0.1
EMR
3995
Errol M. Rudman
$148M +$4.82M +3% 17.4% 60.5% 30 10% 2.5
Blue Pool Management
3996
Blue Pool Management
Hong Kong
$148M +$23.6M +19% 20.4% 72.8% 24 41.67% 0.9
Archer Investment Corporation
3997
Archer Investment Corporation
Indiana
$148M +$33.8M +30% 11.1% 68.2% 539 12.8% 0.2
NERM
3998
New England Research & Management
Illinois
$148M +$20.9M +16% 10.6% 65% 187 31.02% 2
Concentric Wealth Management
3999
Concentric Wealth Management
California
$148M +$17.9M +14% 12% 33.4% 89 7.87% 2
HIM
4000
Hotaling Investment Management
Pennsylvania
$148M +$25M +20% 14.7% 52.6% 125 14.4% 0.2