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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)
Orbis Investment Management (US)
4001
Orbis Investment Management (US)
California
$138M +$6.18M +5% 6.58% 48.8% 25 12% 1.4
Sloane Robinson
4002
Sloane Robinson
United Kingdom
$138M -$35M -20% 2.64% 175% 26 38.46% 1.1
Graybill Wealth Management
4003
Graybill Wealth Management
Illinois
$138M +$7.61M +6% 6.69% – 50 2% 3.2
Donor Advised Charitable Giving
4004
Donor Advised Charitable Giving
California
$138M +$14.4M +12% 17.7% 365% 20 35% 0.5
Shoker Investment Counsel
4005
Shoker Investment Counsel
Ohio
$138M +$3.58M +3% 4.28% 83.8% 107 6.54% 3.5
Hutner Capital Management
4006
Hutner Capital Management
Vermont
$138M +$9.8M +8% 6.82% 52.2% 46 6.52% 1.8
Westbourne Investment Advisors
4007
Westbourne Investment Advisors
Maryland
$138M +$21.7M +19% 7.05% 107% 167 48.5% 1.4
Whalerock Point Partners
4008
Whalerock Point Partners
Rhode Island
$138M +$12.6M +10% 8.91% 103% 121 4.96% 3.4
Sterling Investment Management
4009
Sterling Investment Management
Arizona
$138M +$8.79M +7% 6.49% 45.3% 62 8.06% 2.6
JRWL
4010
Joseph R. Weiss LLC
New York
$138M +$37.7M +38% 6.01% – 12 33.33% 0.5
Marshall & Sullivan
4011
Marshall & Sullivan
Washington
$138M +$29.5M +27% 5.66% 82% 87 49.43% 3.7
MCM
4012
Mobius Capital Management
California
$138M +$21M +18% 3.21% – 45 75.56% 0.3
RCA
4013
Restructuring Capital Associates
Connecticut
$137M -$2.26M -2% 2.12% 71.2% 15 33.33% 1.7
GECH
4014
Garnet Equity Capital Holdings
New York
$137M +$21.6M +19% 11.3% 302% 33 27.27% 1.2
PFC
4015
Personal Financial Consultants
California
$137M – – 2.28% – 40 – 0
AMG Funds
4016
AMG Funds
Connecticut
$137M -$20.3M -13% 3.98% 6.28% 113 6.19% 1.7
Peterson Wealth Advisors
4017
Peterson Wealth Advisors
Utah
$137M +$13.7M +11% 4.41% 50.9% 46 13.04% 0.7
Leonard Rickey Investment Advisors
4018
Leonard Rickey Investment Advisors
Washington
$137M +$4.65M +4% 2.44% 55.9% 70 12.86% 0.6
Ford Financial Group
4019
Ford Financial Group
California
$137M -$321K -0.2% 3.75% 47.7% 47 21.28% 0.6
Harbour Investment Management
4020
Harbour Investment Management
Washington
$137M +$9.07M +7% 9.48% 58.8% 64 4.69% 4.5
OA
4021
Opes Advisors
California
$137M +$326K +0.2% 3.55% – 51 31.37% 1.2
Ferox Capital Management
4022
Ferox Capital Management
United Kingdom
$136M +$8.08M +6% 0.15% 2.07% 35 5.71% 1.5
Financial Life Advisors
4023
Financial Life Advisors
Texas
$136M +$14.6M +12% 2.3% 47% 47 8.51% 0.7
Brand Asset Management Group
4024
Brand Asset Management Group
Missouri
$136M +$5.32M +4% 3.03% 70.2% 293 26.96% 0.2
MHIM
4025
MacNealy Hoover Investment Management
Ohio
$136M +$7.54M +6% 6.44% 42.5% 72 2.78% 4.2