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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)
Eidelman Virant Capital
4026
Eidelman Virant Capital
Missouri
$261M +$1.44M +0.6% 1.83% 46.2% 208 19.23% 1.6
BCM
4027
Birmingham Capital Management
Alabama
$261M -$11.8M -4% 3% 103% 106 0% 6.1
MWM
4028
MTC Wealth Management
Florida
$261M +$145M +125% 1.21% 30.5% 13 7.69% 0.5
Jacobs Asset Management
4029
Jacobs Asset Management
New York
$261M -$7.14M -3% 10.2% 114% 55 29.09% 1.3
Citizens & Northern Corp
4030
Citizens & Northern Corp
Pennsylvania
$261M -$6.03M -2% 0.02% 73.3% 104 1.92% 4.8
Retirement Capital Strategies
4031
Retirement Capital Strategies
California
$261M -$1.73M -0.7% 0.22% 59% 88 30.68% 2.1
Muhlenkamp & Co
4032
Muhlenkamp & Co
Pennsylvania
$260M -$12.2M -4% 2.07% 107% 34 8.82% 3.2
McLean Asset Management
4033
McLean Asset Management
Virginia
$260M +$36.2M +16% 0.66% 64.3% 136 16.18% 0.6
Brookside Equity Partners
4034
Brookside Equity Partners
Connecticut
$260M -$120M -32% 29.4% 87.4% 7 14.29% 0.8
Ovata Capital Management
4035
Ovata Capital Management
Hong Kong
$260M +$52.3M +25% 4.23% 69.1% 80 58.75% 0.3
Wittenberg Investment Management
4036
Wittenberg Investment Management
Massachusetts
$260M +$12M +5% 1.65% 89.9% 77 3.9% 3.5
Shakespeare Wealth Management
4037
Shakespeare Wealth Management
Wisconsin
$260M +$683K +0.3% 0.65% 55.5% 79 10.13% 2.2
SP
4038
StackLine Partners
New York
$260M -$50.7M -16% 9.97% 12.7% 16 31.25% 1.5
MilWealth Group
4039
MilWealth Group
Wisconsin
$260M +$30.1M +13% 1.22% 36.8% 176 67.05% 0.7
DCM Advisors
4040
DCM Advisors
New York
$260M +$83.5M +47% 1.73% 99.3% 322 37.27% 0.4
Measured Wealth Private Client Group
4041
Measured Wealth Private Client Group
New Hampshire
$260M -$54.4M -17% 0.64% 84.3% 176 17.05% 1.7
BDWCC
4042
B&D White Capital Company
Texas
$260M +$34.9M +16% 1.82% 44.2% 79 54.43% 0.3
Ford Financial Group
4043
Ford Financial Group
California
$260M -$8.67M -3% 0.54% 47.7% 622 83.28% 2.1
WT Wealth Management
4044
WT Wealth Management
Arizona
$259M +$12.5M +5% 0.94% 72% 132 13.64% 1.3
LJHT
4045
Laurie J. Hall Trustee
$259M -$6.07M -2% 0.01% 105% 339 6.49% 4.6
Frank Rimerman Advisors
4046
Frank Rimerman Advisors
California
$259M +$2.93M +1% 1.04% 149% 113 31.86% 0.5
FountainVest China Capital Partners GP3
4047
FountainVest China Capital Partners GP3
Cayman Islands
$259M -$274M -51% 51.4% 121% 1 0% 1.8
Horiko Capital Management
4048
Horiko Capital Management
New York
$258M -$8.15M -3% 0.69% 275% 27 7.41% 2
Cannon Financial Strategists
4049
Cannon Financial Strategists
Georgia
$258M +$6.42M +3% 1.04% 56.7% 65 7.69% 1.9
Whalerock Point Partners
4050
Whalerock Point Partners
Rhode Island
$258M -$2.03M -0.8% 0.54% 103% 159 14.47% 3.9