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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)
Avalon Capital Management
4026
Avalon Capital Management
California
$344M +$34.4M +11% 1.24% 163% 160 39.38% 1.5
Tillman Hartley LLC
4027
Tillman Hartley LLC
Colorado
$344M -$4.17M -1% 0.56% 48.7% 83 6.02% 2
American Financial Group Inc 401(K) Retirement & Savings Plan
4028
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$344M -$11.4M -3% 4.08% 17.8% 1 0% 11.8
Platform Technology Partners
4029
Platform Technology Partners
New York
$343M +$13.3M +4% 2.09% – 246 15.85% 3.1
Firetrail Investments
4030
Firetrail Investments
Australia
$343M +$9.5M +3% 0.88% 139% 27 22.22% 0.9
Lorne Steinberg Wealth Management
4031
Lorne Steinberg Wealth Management
Canada
$343M -$1.8M -0.5% 0.66% 83.4% 71 2.82% 3.2
Edenbrook Capital
4032
Edenbrook Capital
New York
$343M -$11.8M -3% 14.8% 267% 19 52.63% 2.1
Coston McIsaac & Partners
4033
Coston McIsaac & Partners
Maine
$343M +$5.23M +2% 2.48% 40.6% 899 20.47% 2.3
NTIC
4034
Napean Trading & Investment Company
Singapore
$343M -$61.6M -15% 0.65% 313% 39 20.51% 0.9
Atlanta Consulting Group Advisors
4035
Atlanta Consulting Group Advisors
Georgia
$343M +$71.4M +26% 2.43% – 132 9.85% 0.9
Oldfield Partners
4036
Oldfield Partners
United Kingdom
$342M -$2.62M -0.8% 1.6% 98% 31 25.81% 4.2
Augustine Asset Management
4037
Augustine Asset Management
Florida
$342M -$38.3M -10% 4.28% 316% 111 7.21% 4
Voisard Asset Management Group
4038
Voisard Asset Management Group
Michigan
$342M +$43M +14% 0.65% 50.5% 85 9.41% 1
SWG
4039
Summit Wealth Group
Vermont
$342M -$3.08M -0.9% 1.49% 53% 103 7.77% 1.5
Johnson & Johnson
4040
Johnson & Johnson
New Jersey
$342M -$44.3M -11% 1.66% 339% 20 0% 2.6
The Wealth Group
4041
The Wealth Group
Minnesota
$341M -$4.59M -1% 4.28% 71.9% 71 15.49% 1.1
Hill Island Financial
4042
Hill Island Financial
Michigan
$341M -$1.21M -0.4% 3.39% 78.3% 75 24% 2.2
Uncommon Cents Investing
4043
Uncommon Cents Investing
Wisconsin
$341M +$5.11M +2% 4.9% 91.4% 201 4.98% 4.5
Montanaro Asset Management
4044
Montanaro Asset Management
United Kingdom
$341M -$144M -30% 5.5% 49.6% 49 10.2% 2.7
IAA
4045
Ironsides Asset Advisors
North Carolina
$341M -$7.91M -2% 2.93% 49.3% 75 22.67% 3.3
Hollow Brook Wealth Management
4046
Hollow Brook Wealth Management
New York
$341M +$15.3M +5% 4.44% 97.8% 90 8.89% 4.1
Vermillion Wealth Management
4047
Vermillion Wealth Management
Minnesota
$341M +$145M +74% 0.19% – 1,351 60.62% 0.1
Curtis Advisory Group
4048
Curtis Advisory Group
California
$340M -$37.6M -10% 4.94% 79.8% 103 9.71% 3
Kendall Capital Management
4049
Kendall Capital Management
Maryland
$340M -$1.41M -0.4% 1.5% 130% 227 8.37% 3.4
Beck Capital Management
4050
Beck Capital Management
Texas
$340M -$36.5M -10% 3.96% 291% 125 22.4% 1.9