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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)
Darwin Wealth Management
4001
Darwin Wealth Management
Florida
$103M -$77.6M -43% 3.36% 56.8% 133 27.07% 0.9
Yorktown Energy Partners XI
4002
Yorktown Energy Partners XI
New York
$103M +$11.6M +13% 12.7% 105% 2 0% 0.6
Trustco Bank (New York)
4003
Trustco Bank (New York)
New York
$103M +$2.26M +2% 4.12% 131% 73 5.48% 3
StratiFi
4004
StratiFi
California
$103M -$357M -78% – – 8 50% 2.1
Kathryn A. Hall
4005
Kathryn A. Hall
$103M +$23.9M +30% 33.5% 95.2% 7 42.86% 2.4
Fairbanks Capital Management
4006
Fairbanks Capital Management
California
$103M -$3.5M -3% 0.44% 81.3% 32 9.38% 0.9
Nations Financial Group
4007
Nations Financial Group
Iowa
$103M -$18.6M -15% 3.62% 105% 175 22.29% 1.3
Ogorek Anthony Joseph
4008
Ogorek Anthony Joseph
New York
$103M -$5.46M -5% 3.88% 61.1% 80 18.75% 1.5
Northstar Wealth Partners
4009
Northstar Wealth Partners
Connecticut
$102M -$7.03M -6% 3.93% 36.2% 152 29.61% 0.4
Security National Bank of Sioux City Iowa
4010
Security National Bank of Sioux City Iowa
Iowa
$102M +$276K +0.3% 2.41% 61% 83 9.64% 3.1
SCC
4011
Steel Canyon Capital
Arizona
$102M +$12.7M +14% 2% 62.8% 20 30% 0.5
Horan Securities
4012
Horan Securities
United States
$102M +$7.93M +8% 2.72% 50.1% 200 10% 0.6
GCA
4013
Gideon Capital Advisors
New York
$101M +$10.6M +12% 4.47% 37.6% 414 77.78% 0.2
West Face Capital
4014
West Face Capital
Ontario, Canada
$101M -$4.44M -4% 1.35% 10.9% 5 0% 2.9
Tuttle Capital Management
4015
Tuttle Capital Management
Connecticut
$101M -$27.8M -22% 3.57% 115% 120 90% 0.2
MI
4016
M3F Inc
Utah
$101M +$10M +11% 2.31% 139% 35 28.57% 1.2
EnCap Energy Capital Fund VIII Co-Investors
4017
EnCap Energy Capital Fund VIII Co-Investors
Texas
$101M -$14.6M -13% 12.6% 64.7% 1 0% 0.8
Pring Turner Capital Group
4018
Pring Turner Capital Group
California
$101M +$2.39M +2% 3.46% 70.8% 44 6.82% 2
Hampstead Capital
4019
Hampstead Capital
United Kingdom
$101M -$663K -0.7% 3.11% – 34 11.76% 0.6
RCA
4020
Restructuring Capital Associates
Connecticut
$101M -$15.4M -13% 3.9% 71.2% 9 11.11% 2.8
AlphaStar Capital Management
4021
AlphaStar Capital Management
North Carolina
$101M +$100M +12,168% 3.64% 69.5% 118 80.51% 0.1
Bristol County Savings Bank
4022
Bristol County Savings Bank
Massachusetts
$101M – – 3.93% – 62 – 0
Ullmann Wealth Partners Group
4023
Ullmann Wealth Partners Group
Florida
$100M -$39.2M -28% 3.5% 62.2% 157 69.43% 0.7
PAI
4024
ProQuest Associates IV
Florida
$100M +$21.6M +28% 43.1% 113% 5 0% 1.8
Godshalk Welsh Capital Management
4025
Godshalk Welsh Capital Management
Pennsylvania
$100M -$1.16M -1% 3.23% 61.1% 132 6.06% 2.4