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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)
FCT
4051
Family Capital Trust
Massachusetts
$219M -$33.8M -13% 11.7% 39.1% 51 1.96% 7.2
Boltwood Capital Management
4052
Boltwood Capital Management
California
$218M -$12.6M -5% 5.91% 63% 153 10.46% 5.4
Elizabeth Park Capital Advisors
4053
Elizabeth Park Capital Advisors
Ohio
$218M -$14.2M -6% 1.93% 119% 58 13.79% 1.6
Arisaig Partners (Asia)
4054
Arisaig Partners (Asia)
Singapore
$218M -$32.3M -13% 3.86% – 8 0% 0.8
Lebenthal Global Advisors
4055
Lebenthal Global Advisors
New York
$218M +$12.1M +6% 5.38% 50.8% 141 26.24% 1.1
ETH
4056
Exos TFP Holdings
New York
$218M – – 0.48% – 528 – 0
Wakefield Asset Management
4057
Wakefield Asset Management
Colorado
$218M -$15.7M -7% 1.07% 139% 220 55% 1.1
Biltmore Wealth Management
4058
Biltmore Wealth Management
Arizona
$218M -$9.6M -4% 4.57% 59.8% 52 15.38% 2.9
Cincinnati Specialty Underwriters Insurance
4059
Cincinnati Specialty Underwriters Insurance
Ohio
$218M -$14.6M -6% 5.75% 115% 39 5.13% 6.2
DI
4060
Disciplined Investments
Oklahoma
$218M -$3.63M -2% 4.67% 51.4% 1,724 7.48% 0.9
Virtus Investment Advisers
4061
Virtus Investment Advisers
Connecticut
$218M – – 1.69% 172% 375 – 0
Madrona Venture Group
4062
Madrona Venture Group
Washington
$218M +$1.94M +0.9% 4.34% 233% 6 0% 1
Auxano Advisors
4063
Auxano Advisors
Washington
$217M +$15.4M +8% 2.91% 85.4% 103 31.07% 1.3
Rothschild Capital Partners
4064
Rothschild Capital Partners
New York
$217M -$21.7M -9% 3.93% 90.8% 30 0% 4.7
Compton Financial Group
4065
Compton Financial Group
Maryland
$217M -$4.16M -2% 5.75% 37.7% 33 9.09% 1.4
Proquility Private Wealth Partners
4066
Proquility Private Wealth Partners
Nevada
$217M -$15.9M -7% 6.44% 19.4% 92 10.87% 1.6
Woodard & Company Asset Management Group
4067
Woodard & Company Asset Management Group
North Carolina
$217M -$26.3M -11% 4.1% 84.8% 109 12.84% 2.2
Apeiron RIA
4068
Apeiron RIA
Texas
$217M -$141M -39% 6.46% 68.5% 222 58.56% 0.4
Harbor Advisory Corp
4069
Harbor Advisory Corp
New Hampshire
$217M -$11M -5% 5.79% 63.2% 79 11.39% 2.6
Hendley & Co
4070
Hendley & Co
Ohio
$217M -$16.4M -7% 4.88% 54.8% 62 12.9% 5.2
KCS Wealth Advisory
4071
KCS Wealth Advisory
California
$217M -$8.08M -4% 5.59% 45.3% 161 18.63% 2.9
JCIC Asset Management
4072
JCIC Asset Management
Ontario, Canada
$217M +$31M +17% 5.59% – 124 18.55% 3.1
VST
4073
Van Strum & Towne
California
$217M -$18.1M -8% 5.88% 62.2% 95 4.21% 4.9
11 Capital Partners
4074
11 Capital Partners
Connecticut
$217M -$5.63M -3% 3.17% 101% 17 41.18% 0.9
Kize Capital
4075
Kize Capital
New York
$216M -$28.3M -12% 10% 34.7% 7 0% 1.5