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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)
Boltwood Capital Management
4001
Boltwood Capital Management
California
$302M +$32M +12% 8.51% 63% 170 11.76% 5.4
Bandera Partners
4002
Bandera Partners
New York
$302M +$25M +9% 3.84% 55.4% 20 10% 3.3
MilWealth Group
4003
MilWealth Group
Wisconsin
$302M +$48M +19% 8.35% 39.6% 65 4.62% 3.5
Pineridge Advisors
4004
Pineridge Advisors
Missouri
$302M – – 5.12% – 815 – 0
Bank of Stockton
4005
Bank of Stockton
California
$302M +$34.3M +13% 11.7% 99.2% 126 9.52% 5.7
Searchlight Capital Partners
4006
Searchlight Capital Partners
New York
$302M +$29.6M +11% 13.8% 38.5% 4 0% 5.1
Cincinnati Specialty Underwriters Insurance
4007
Cincinnati Specialty Underwriters Insurance
Ohio
$302M +$39.5M +15% 15.1% 137% 39 5.13% 7.2
Crestview Partners III
4008
Crestview Partners III
New York
$302M -$145M -32% 28.6% 51.2% 3 0% 2.7
Winch Advisory Services
4009
Winch Advisory Services
Wisconsin
$302M +$28.9M +11% 9.4% 80.8% 472 9.11% 4.6
Strategic Planning Group
4010
Strategic Planning Group
Utah
$301M – – 12.1% 162% 113 – 0
Harvey Capital Management
4011
Harvey Capital Management
Florida
$301M +$17.2M +6% 12.7% 147% 79 17.72% 4.1
Howard Hughes Medical Institute
4012
Howard Hughes Medical Institute
Maryland
$301M +$282M +1,439% 10.8% 70.9% 3 66.67% 1.4
VDBMI
4013
Van Den Berg Management I
Texas
$301M +$15.8M +6% 7.09% 187% 114 15.79% 2.5
Old Port Advisors
4014
Old Port Advisors
Maine
$301M +$25.5M +9% 9.28% 114% 223 9.87% 3.7
Balboa Wealth Partners
4015
Balboa Wealth Partners
Arizona
$301M +$34.5M +13% 13.5% 214% 331 29.91% 0.8
Butensky & Cohen Financial Security
4016
Butensky & Cohen Financial Security
Florida
$301M +$25.6M +9% 10.4% 81% 99 8.08% 5.4
SA
4017
SoftVest Advisors
Texas
$300M -$61.1M -17% 18.2% 178% 6 16.67% 2.2
Mirabaud & Cie
4018
Mirabaud & Cie
Switzerland
$300M – – 9.96% 151% 59 – 0
AC
4019
ASB Consultores
Florida
$300M +$45.5M +18% 10.5% 84.6% 164 45.12% 1.2
Ironwood Wealth Management (Arizona)
4020
Ironwood Wealth Management (Arizona)
Arizona
$300M +$54.6M +22% 8.47% 34.2% 46 4.35% 4.7
Stonebrook Private
4021
Stonebrook Private
Michigan
$299M – – 10.2% – 209 – 0
MYDA Advisors
4022
MYDA Advisors
New York
$299M -$10.5M -3% 15.8% 232% 137 58.39% 0.7
WA
4023
WealthTrust Axiom
Pennsylvania
$299M +$21M +8% 9.3% 125% 258 9.3% 5.6
Kiley Juergens Wealth Management
4024
Kiley Juergens Wealth Management
Washington
$299M +$21.9M +8% 12.9% 106% 73 12.33% 3.7
Holowesko Partners
4025
Holowesko Partners
Bahamas
$299M +$61.6M +26% 14.6% 51.1% 32 15.63% 3.1