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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)
Essex Savings Bank
4101
Essex Savings Bank
Connecticut
$462M +$10.4M +2% 14.4% 95.2% 333 12.91% 4.1
Patton Fund Management
4102
Patton Fund Management
Texas
$462M -$126M -21% 35.4% 211% 489 82.62% 1.9
BCH
4103
Berkshire Capital Holdings
California
$462M +$185M +67% 158% 2,748% 130 18.46% 2.5
Fielder Capital Group
4104
Fielder Capital Group
Tennessee
$462M +$2.89M +0.6% 3.52% – 322 15.84% 1.5
Marks Wealth
4105
Marks Wealth
Maryland
$462M +$81.9M +22% 28.9% 169% 23 65.22% 0.8
Mokosak Advisory Group
4106
Mokosak Advisory Group
Iowa
$462M +$62.2M +16% 15.9% 59.2% 39 15.38% 4.5
Brightline Capital Management
4107
Brightline Capital Management
Florida
$462M +$123M +36% 50% 810% 13 46.15% 0.7
Uncommon Cents Investing
4108
Uncommon Cents Investing
Wisconsin
$461M +$30.5M +7% 8.91% 91.4% 218 5.96% 5.2
Harrell Investment Partners
4109
Harrell Investment Partners
Texas
$461M +$42.2M +10% 15.9% 121% 153 11.76% 2.8
Prevatt Capital
4110
Prevatt Capital
Bahamas
$461M +$90.1M +24% 18.2% – 12 8.33% 1.4
Peregrine Asset Advisers
4111
Peregrine Asset Advisers
Oregon
$461M +$89.8M +24% 19.9% 182% 230 23.04% 2.4
Investment Advisory Group
4112
Investment Advisory Group
Massachusetts
$461M +$67.6M +17% 13.4% 61.6% 221 12.67% 2.7
Sector Gamma AS
4113
Sector Gamma AS
Norway
$461M +$37.5M +9% 9.59% 35.3% 48 29.17% 2.8
JC
4114
Joho Capital
New York
$460M +$87.4M +23% 20.1% 80.2% 11 18.18% 1.9
Generali Investments Management
4115
Generali Investments Management
Slovenia
$460M +$30.4M +7% 16.5% – 168 5.95% 1.2
Alpine Woods Capital Investors
4116
Alpine Woods Capital Investors
New York
$460M +$43.5M +10% 15.3% 105% 253 34.39% 3.5
DeDora Capital
4117
DeDora Capital
California
$460M +$52.3M +13% 15% 91.2% 136 14.71% 3.5
RIA Advisory Group
4118
RIA Advisory Group
Iowa
$460M +$38.9M +9% 9.17% – 168 22.02% 1.4
Atwater Malick
4119
Atwater Malick
Pennsylvania
$459M +$88.9M +24% 16.3% 83.4% 131 24.43% 2.6
Arrowpoint Investment Partners
4120
Arrowpoint Investment Partners
Singapore
$459M +$347M +308% 33.3% – 167 74.25% 0.1
VELA Investment Management
4121
VELA Investment Management
Ohio
$459M +$30.3M +7% 7.41% 56.8% 193 26.42% 1.9
Syverson Strege & Co
4122
Syverson Strege & Co
Iowa
$459M +$43.3M +10% 15.3% 66.8% 191 14.14% 2
RDA Financial Network
4123
RDA Financial Network
Iowa
$459M +$59.1M +15% 16.5% 93.4% 303 15.51% 3.6
Peterson Wealth Services
4124
Peterson Wealth Services
Utah
$459M +$54M +13% 19.4% 160% 246 13.01% 2
G2 Capital Management
4125
G2 Capital Management
Ohio
$459M +$47.2M +11% 11.7% 55.1% 77 14.29% 2.9