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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 Time
Held (Qtrs)
OIMU
4001
Orbis Investment Management (US)
California
$138M +$6.18M +5% 6.58% 48.8% 25 12% 5.5
SR
4002
Sloane Robinson
United Kingdom
$138M -$35M -20% 2.64% 175% 26 38.46% 4.4
GWM
4003
Graybill Wealth Management
Illinois
$138M +$7.61M +6% 6.69% – 50 2% 12.7
DACG
4004
Donor Advised Charitable Giving
California
$138M +$14.4M +12% 17.7% 365% 20 35% 1.9
SIC
4005
Shoker Investment Counsel
Ohio
$138M +$3.58M +3% 4.28% 83.8% 107 6.54% 14.1
HCM
4006
Hutner Capital Management
Vermont
$138M +$9.79M +8% 6.82% 52.2% 46 6.52% 7.2
WIA
4007
Westbourne Investment Advisors
Maryland
$138M +$21.7M +19% 7.05% 89.4% 167 48.5% 5.5
WPP
4008
Whalerock Point Partners
Rhode Island
$138M +$12.6M +10% 8.91% 103% 121 4.96% 13.5
SIM
4009
Sterling Investment Management
Arizona
$138M +$8.79M +7% 6.49% 44.1% 62 8.06% 10.5
JRWL
4010
Joseph R. Weiss LLC
New York
$138M +$37.7M +38% 6.01% – 12 33.33% 2
MS
4011
Marshall & Sullivan
Washington
$138M +$29.5M +27% 5.66% 82% 87 49.43% 14.9
MCM
4012
Mobius Capital Management
California
$138M +$21M +18% 3.21% – 45 75.56% 1.1
RCA
4013
Restructuring Capital Associates
Connecticut
$137M -$2.26M -2% 2.12% 71.2% 15 33.33% 6.6
GECH
4014
Garnet Equity Capital Holdings
New York
$137M +$21.6M +19% 11.3% 302% 33 27.27% 4.7
PFC
4015
Personal Financial Consultants
California
$137M – – 2.28% – 40 – 0
AF
4016
AMG Funds
Connecticut
$137M -$20.3M -13% 3.98% 6.28% 113 6.19% 6.8
PWA
4017
Peterson Wealth Advisors
Utah
$137M +$13.7M +11% 4.41% 50.9% 46 13.04% 2.6
LRIA
4018
Leonard Rickey Investment Advisors
Washington
$137M +$4.65M +4% 2.44% 55.9% 70 12.86% 2.6
FFG
4019
Ford Financial Group
California
$137M -$321K -0.2% 3.75% 47.7% 47 21.28% 2.5
HIM
4020
Harbour Investment Management
Washington
$137M +$9.07M +7% 9.48% 58.8% 64 4.69% 17.9
OA
4021
Opes Advisors
California
$137M +$326K +0.2% 3.55% – 51 31.37% 4.8
FCM
4022
Ferox Capital Management
United Kingdom
$136M +$8.07M +6% 0.15% 2.07% 35 5.71% 6
FLA
4023
Financial Life Advisors
Texas
$136M +$14.6M +12% 2.3% 42.7% 47 8.51% 2.8
BAMG
4024
Brand Asset Management Group
Missouri
$136M +$5.33M +4% 3.03% 70.2% 293 26.96% 0.8
MHIM
4025
MacNealy Hoover Investment Management
Ohio
$136M +$7.54M +6% 6.44% 42.5% 72 2.78% 16.6