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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)
Westbourne Investment Advisors
4001
Westbourne Investment Advisors
Maryland
$132M +$3.66M +3% 5.78% 107% 109 11.01% 1.9
Foothills Asset Management
4002
Foothills Asset Management
Arizona
$132M -$1.3M -1% 3.41% 8.84% 67 14.93% 2.1
Tiller Private Wealth
4003
Tiller Private Wealth
Pennsylvania
$132M +$3.43M +3% 4.27% 53.5% 42 19.05% 1.6
Stonehearth Capital Management
4004
Stonehearth Capital Management
Massachusetts
$132M +$3.58M +3% 3.82% 87.5% 36 5.56% 2.1
Rizvi Traverse Management
4005
Rizvi Traverse Management
Florida
$131M – – 0.48% – 1 – 0
Resource America
4006
Resource America
New York
$131M – – 0.99% 12.2% 38 – 0
Rheos Capital Works
4007
Rheos Capital Works
Japan
$131M – – 18.1% 220% 2 – 0
Adalta Capital Management
4008
Adalta Capital Management
New York
$131M +$8.86M +7% 9.93% 80.4% 78 15.38% 0.6
Oak Asset Management
4009
Oak Asset Management
California
$131M – – 6.81% 91.8% 88 – 0
General Equity Holdings
4010
General Equity Holdings
New York
$131M – – 6.25% 775% 10 – 0
Arbor Wealth Management (Florida)
4011
Arbor Wealth Management (Florida)
Florida
$131M +$14.3M +12% 4.6% 101% 67 10.45% 1.3
GS Investments
4012
GS Investments
Minnesota
$131M +$6.33M +5% 11.2% 94.1% 117 10.26% 0.5
Physicians Financial Services
4013
Physicians Financial Services
North Carolina
$131M +$8.78M +7% 9.04% 100% 112 3.57% 1.9
NVWM LLC
4014
NVWM LLC
Pennsylvania
$131M – – 7.34% 119% 317 – 0
Profit Investment Management
4015
Profit Investment Management
Maryland
$131M +$16.1M +14% 8.53% 101% 89 7.87% 3.4
LBS
4016
Lawrence B. Seidman
$131M -$10.7M -8% 0.85% 12.3% 30 13.33% 1.9
Point72 Hong Kong
4017
Point72 Hong Kong
Hong Kong
$131M -$10.1M -7% 9.25% 396% 1,286 72.24% 0.2
Peachtree Investment Advisors
4018
Peachtree Investment Advisors
Georgia
$131M +$14.5M +12% 6.73% 24.2% 80 7.5% 3.4
Clear Perspective Advisors
4019
Clear Perspective Advisors
Illinois
$131M +$8.33M +7% 5.2% 88.5% 516 14.53% 0.8
Spectrum Asset Management (California)
4020
Spectrum Asset Management (California)
California
$131M +$14.1M +12% 5.2% 68.3% 88 29.55% 1.4
Leonard Rickey Investment Advisors
4021
Leonard Rickey Investment Advisors
Washington
$131M – – 4.16% 55.9% 63 – 0
Continuum Advisory
4022
Continuum Advisory
Idaho
$130M +$16.4M +14% 4.01% 77% 170 12.35% 0.6
Pin Oak Investment Advisors
4023
Pin Oak Investment Advisors
Texas
$130M – – 3.85% 62.7% 427 – 0
Precision Path Capital
4024
Precision Path Capital
New York
$130M – – 11.8% – 21 – 0
JRM Investment Counsel
4025
JRM Investment Counsel
Nebraska
$130M +$5.72M +5% 3.71% 65.5% 38 23.68% 1.8