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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)
AA
4051
Alta Advisers
United Kingdom
$144M +$13M +10% 1.45% 114% 4 25% 2.1
PP
4052
PDS Planning
Ohio
$144M +$9.63M +7% 1.4% 62.7% 100 6% 1.3
Koshinski Asset Management
4053
Koshinski Asset Management
Illinois
$144M -$102M -41% 2.86% 76.5% 292 54.79% 2.5
RTC
4054
Riverview Trust Company
Washington
$144M +$1.24M +0.9% 1.29% 87.6% 279 5.02% 0.7
PC
4055
Pecaut & Co
Iowa
$144M -$2.77M -2% 3.58% 67.6% 77 16.88% 2.5
PHAM
4056
Palisades Hudson Asset Management
Florida
$144M -$866K -0.6% 0.47% 66.8% 102 6.86% 4.2
MA
4057
Menlo Advisors
California
$143M -$2.17M -1% 1.41% 108% 39 7.69% 4
HM
4058
HCSF Management
California
$143M -$11.7M -8% 3.06% 58.8% 13 7.69% 1.9
GWAG
4059
Garrett Wealth Advisory Group
Texas
$143M +$17.2M +14% 1.61% 66.1% 775 92.65% 0
BWAM
4060
Boyd Watterson Asset Management
Ohio
$143M -$3.82M -3% 2% 101% 122 11.48% 4.1
SSCM
4061
Summit Street Capital Management
New York
$143M +$39.5M +38% 1.68% 217% 29 3.45% 2
OFG
4062
Omega Financial Group
California
$143M +$7.22M +5% 0.92% 45.2% 63 6.35% 0.7
ATC
4063
Adirondack Trust Company
New York
$142M -$886K -0.6% 2.01% 96.8% 367 7.08% 4.3
SHI
4064
SV Health Investors
Massachusetts
$142M -$6.61M -4% 10.1% 97.4% 10 10% 2.4
ACM
4065
Aquilo Capital Management
California
$142M -$146M -51% 8.38% 6.84% 14 28.57% 0.9
KC
4066
Kellner Capital
New York
$142M -$81.8M -37% 5.08% 390% 48 75% 0.1
NS
4067
NewDay Solutions
New Hampshire
$141M +$3.23M +2% 1.32% – 65 26.15% 0.6
GCM
4068
Gables Capital Management
Florida
$141M +$18.7M +15% 1.98% 151% 374 9.36% 1.2
HCM
4069
Hutner Capital Management
Vermont
$141M +$720K +0.5% 1.5% 52.2% 42 0% 2.5
ACM
4070
Axel Capital Management
New York
$141M -$630K -0.4% 5.41% 194% 19 15.79% 1.4
MSA
4071
Marino Stram & Associates
Massachusetts
$141M +$4.68M +3% 1.27% 63.6% 85 7.06% 1.6
I2I
4072
Insight 2811 Inc
Illinois
$141M +$2.23M +2% 1.59% 30.8% 92 15.22% 3
MMHP
4073
Murphy Middleton Hinkle & Parker
Georgia
$141M +$637K +0.5% 1.7% 66.8% 132 7.58% 1.6
SL
4074
SIB LLC
New York
$141M +$10.4M +8% 9.04% 29.2% 24 0% 5.8
AGA
4075
Arkos Global Advisors
Texas
$141M +$5.07M +4% 0.84% 43.6% 55 16.36% 0.6