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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)
Jeppson Wealth Management
4076
Jeppson Wealth Management
California
$238M +$17.2M +8% 9.93% 107% 215 14.42% 1.5
Stonepine Capital Management
4077
Stonepine Capital Management
Oregon
$238M +$15.3M +7% 17.7% 231% 25 48% 1.4
Cincinnati Specialty Underwriters Insurance
4078
Cincinnati Specialty Underwriters Insurance
Ohio
$238M +$20M +9% 10.5% 115% 39 5.13% 6.3
Beck Capital Management
4079
Beck Capital Management
Texas
$238M +$4.08M +2% 8.8% 291% 153 36.6% 1.2
Marion Wealth Management
4080
Marion Wealth Management
Pennsylvania
$237M +$42.3M +22% 7.45% 51.7% 105 6.67% 0.8
Arlington Financial Advisors
4081
Arlington Financial Advisors
California
$237M +$40.3M +20% 10.2% 67.6% 69 30.43% 2.8
Soapstone Management
4082
Soapstone Management
Maryland
$237M -$19.1M -7% 9.44% 30.3% 21 14.29% 1.9
Red Wave Investments
4083
Red Wave Investments
Pennsylvania
$237M +$5.61M +2% 6.44% 58% 102 17.65% 1.6
Reverence Capital Partners
4084
Reverence Capital Partners
New York
$237M +$160M +209% 15.9% 5.38% 2 50% 0.5
Forest Hill Capital
4085
Forest Hill Capital
Arkansas
$237M +$2.62M +1% 5.44% 112% 47 10.64% 4
Matthew 25 Management Corp
4086
Matthew 25 Management Corp
Pennsylvania
$237M -$5.98M -2% 4.61% 141% 25 24% 5.1
D.B. Root & Company
4087
D.B. Root & Company
Pennsylvania
$237M +$17.1M +8% 8.14% 57.3% 165 10.3% 3.5
Platte River Wealth Advisors
4088
Platte River Wealth Advisors
Colorado
$237M +$12.9M +6% 7.2% 28.6% 90 8.89% 2.4
Washington State Investment Board
4089
Washington State Investment Board
Washington
$237M +$31.5M +15% 15.4% 567% 2 0% 1.4
Wakefield Asset Management
4090
Wakefield Asset Management
Colorado
$237M +$18.8M +9% 11.9% 139% 194 46.39% 0.9
Patient Square Capital
4091
Patient Square Capital
California
$236M – – 0.64% 329% 2 – 0
Leonard Rickey Investment Advisors
4092
Leonard Rickey Investment Advisors
Washington
$236M +$23.1M +11% 8.12% 60.4% 71 22.54% 2.9
Rothschild Capital Partners
4093
Rothschild Capital Partners
New York
$236M +$18.9M +9% 6.82% 90.8% 32 9.38% 4.8
Guidance Point Advisors
4094
Guidance Point Advisors
Massachusetts
$236M +$17.1M +8% 12.2% 71.8% 88 22.73% 3
Herold Advisors
4095
Herold Advisors
New York
$236M +$28.1M +14% 11.5% 90.2% 213 15.49% 1
Brightlight Capital Management
4096
Brightlight Capital Management
Connecticut
$236M +$97.1M +70% 23.7% 202% 12 16.67% 1.6
Muhlenkamp & Co
4097
Muhlenkamp & Co
Pennsylvania
$236M +$12.1M +5% 10.6% 107% 29 13.79% 3.9
Hamilton Capital Partners (Canada)
4098
Hamilton Capital Partners (Canada)
$236M – – 3.87% 143% 57 – 0
Foursixthree Capital
4099
Foursixthree Capital
New York
$236M – – 2.43% – 38 – 0
Old Mission Investment Co
4100
Old Mission Investment Co
Michigan
$235M +$21.7M +10% 9.33% 82% 115 13.91% 2.3