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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)
Buckley Wealth Management
4101
Buckley Wealth Management
Nevada
$288M +$20.8M +8% 8.67% 88% 104 10.58% 4.3
Bridge Creek Capital Management
4102
Bridge Creek Capital Management
Massachusetts
$288M +$24.2M +9% 10.4% 76.5% 99 3.03% 6
BBJS Financial Advisors
4103
BBJS Financial Advisors
Washington
$288M +$24.1M +9% 12.9% – 134 11.94% 0.9
Supplemental Annuity Collective Trust (SACT) of New Jersey
4104
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$288M +$22.3M +8% 12.8% 166% 219 4.57% 6.1
Wittenberg Investment Management
4105
Wittenberg Investment Management
Massachusetts
$288M +$14.9M +5% 9.65% 89.9% 85 8.24% 4.5
Main Street Group
4106
Main Street Group
Virginia
$288M – – 9.8% 98.3% 1,326 – 0
MSA Advisors
4107
MSA Advisors
California
$287M – – 9.64% – 20 – 0
Cobalt Capital Management
4108
Cobalt Capital Management
New Jersey
$287M +$25.1M +10% 11.3% 235% 36 58.33% 0.8
Coston McIsaac & Partners
4109
Coston McIsaac & Partners
Maine
$287M +$23.5M +9% 6.04% 34.3% 843 5.34% 1.3
RAM Investment Partners
4110
RAM Investment Partners
Washington
$287M +$50.4M +21% 11.5% 61.9% 69 30.43% 0.7
Navalign LLC
4111
Navalign LLC
California
$287M +$23.3M +9% 10.2% 50.7% 145 19.31% 2.1
Rather & Kittrell
4112
Rather & Kittrell
Tennessee
$287M +$38.6M +16% 11% 41.1% 72 16.67% 1.4
BC
4113
Bruce & Co
Illinois
$287M -$6.85M -2% 12.9% 94.5% 37 0% 5.6
Wealth Advisory Solutions
4114
Wealth Advisory Solutions
Indiana
$286M -$224M -44% 10.6% 60.5% 116 31.9% 2
SRH Advisors
4115
SRH Advisors
Kansas
$286M +$81.3M +40% 12.1% 55.7% 305 6.56% 6
Oakwell Private Wealth Management
4116
Oakwell Private Wealth Management
Texas
$286M +$50.4M +21% 10.5% 63% 64 15.63% 2.1
Matthew 25 Management Corp
4117
Matthew 25 Management Corp
Pennsylvania
$286M +$23.3M +9% 14.5% 141% 23 8.7% 5.5
Outlook Wealth Advisors
4118
Outlook Wealth Advisors
Texas
$286M +$24.1M +9% 9.36% 76% 269 34.57% 1.5
Engle Capital Management
4119
Engle Capital Management
Connecticut
$285M +$9.8M +4% 12% 398% 37 59.46% 0.4
Arch Capital Group
4120
Arch Capital Group
Bermuda
$285M +$7.92M +3% 2.87% 2.89% 3 0% 2.2
Old Mission Investment Co
4121
Old Mission Investment Co
Michigan
$285M +$27.9M +11% 10.4% 82% 116 6.03% 3
Xcel Wealth Management
4122
Xcel Wealth Management
Florida
$285M +$31.7M +13% 14.3% 98.8% 115 7.83% 3.1
Defender Capital
4123
Defender Capital
North Carolina
$285M +$8.75M +3% 3.35% 101% 41 19.51% 2.5
DeDora Capital
4124
DeDora Capital
California
$285M +$31M +12% 11.3% 91.2% 102 3.92% 2.3
Avalon Global Asset Management
4125
Avalon Global Asset Management
California
$285M +$29.3M +11% 23.9% 278% 39 43.59% 3.8