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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)
Oakview Capital Management
4076
Oakview Capital Management
Texas
$262M -$13.1M -5% 2.28% 21.2% 17 23.53% 2
Elizabeth Park Capital Advisors
4077
Elizabeth Park Capital Advisors
Ohio
$262M -$38.9M -13% 1.41% 119% 62 41.94% 1.2
SIM
4078
SW Investment Management
Colorado
$261M +$47.9M +22% 25% 143% 11 9.09% 0.4
Pacific Wealth Strategies Group
4079
Pacific Wealth Strategies Group
California
$261M +$22.9M +10% 9.38% 75.5% 87 4.6% 2.8
KLC
4080
Kent Lake Capital
Nevada
$261M +$15.4M +6% 16% 92.1% 35 34.29% 0.4
Denali Advisors
4081
Denali Advisors
California
$261M -$64.3M -20% 2.17% 106% 399 39.85% 1.7
New Vernon Capital Holdings II
4082
New Vernon Capital Holdings II
New Jersey
$261M -$12.6M -5% 6.25% 114% 24 37.5% 1.4
SSI
4083
Scott & Selber Inc
Texas
$261M +$16.5M +7% 9.75% 202% 117 11.11% 2.2
Cutler Capital Management
4084
Cutler Capital Management
Massachusetts
$261M +$12M +5% 2.02% 39.7% 107 8.41% 2.3
ACG
4085
Aventail Capital Group
New York
$261M +$36.5M +16% 61.6% 154% 72 50% 0.3
1C
4086
1623 Capital
Virginia
$261M +$15.8M +6% 10.8% 11.9% 96 37.5% 0.7
Silverleafe Capital Partners
4087
Silverleafe Capital Partners
Tennessee
$260M +$15M +6% 9.74% 87.7% 95 23.16% 1.2
Whalerock Point Partners
4088
Whalerock Point Partners
Rhode Island
$260M +$32.8M +14% 8.76% 103% 150 9.33% 3.7
Mitchell McLeod Pugh & Williams
4089
Mitchell McLeod Pugh & Williams
Alabama
$260M +$20.9M +9% 7.67% 90.7% 223 6.28% 4.3
44 Wealth Management
4090
44 Wealth Management
Oregon
$260M +$21M +9% 6.34% – 184 20.65% 0.4
Tamar Securities
4091
Tamar Securities
California
$260M +$1.2M +0.5% 7.15% 84.8% 60 21.67% 0.8
Nixon Peabody Trust
4092
Nixon Peabody Trust
Massachusetts
$260M +$12.9M +5% 9.05% 101% 71 5.63% 3.8
Eidelman Virant Capital
4093
Eidelman Virant Capital
Missouri
$260M +$11.3M +5% 10.6% 46.2% 201 22.89% 1.6
NC
4094
Nokomis Capital
Texas
$260M +$28.5M +12% 17% 145% 66 51.52% 1.2
Spotlight Asset Group
4095
Spotlight Asset Group
Illinois
$260M -$6.4M -2% 5.74% – 146 19.18% 1.1
Shakespeare Wealth Management
4096
Shakespeare Wealth Management
Wisconsin
$259M +$16.5M +7% 4.51% 49.6% 77 9.09% 2
Golden State Equity Partners
4097
Golden State Equity Partners
California
$259M +$84M +48% 6.36% – 287 55.4% 0.2
NFP Retirement Inc
4098
NFP Retirement Inc
California
$259M +$29M +13% 5.25% 46.7% 139 13.67% 1
Prudent Man Advisors
4099
Prudent Man Advisors
Illinois
$259M +$21.1M +9% 5.8% 82.8% 221 16.29% 0.7
Richard P. Slaughter Associates
4100
Richard P. Slaughter Associates
Texas
$259M +$17.9M +7% 6.39% 55.7% 123 15.45% 1.1