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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)
MFGP
4101
Marshall Financial Group (Pennsylvania)
Pennsylvania
$331M +$23M +7% 6.65% 65.5% 57 12.28% 4.6
Compton Financial Group
4102
Compton Financial Group
Maryland
$331M +$23.1M +8% 5.58% 37.7% 34 11.76% 2.8
GTC
4103
Ghost Tree Capital
New York
$331M +$11.7M +4% 14.6% 265% 75 44% 0.7
BCM
4104
Bluefin Capital Management
New York
$331M -$89.1M -21% 1.26% – 162 54.32% 0.4
NTCM
4105
Nine Ten Capital Management
Illinois
$331M +$71.1M +27% 15.9% 166% 10 0% 3.4
Meridian Investment Counsel
4106
Meridian Investment Counsel
California
$331M +$14.7M +5% 6.71% 116% 222 8.56% 6.5
Hill Island Financial
4107
Hill Island Financial
Michigan
$331M +$25M +8% 6.63% 78.3% 74 10.81% 1.7
O'Keefe Stevens Advisory
4108
O'Keefe Stevens Advisory
New York
$331M +$31.3M +10% 8.81% 208% 76 14.47% 2.9
Keystone Financial Planning
4109
Keystone Financial Planning
Ohio
$330M +$28.2M +9% 9.38% 46% 50 8% 5.6
Vectors Research Management
4110
Vectors Research Management
New York
$330M +$4.66M +1% 8.09% 67.3% 132 11.36% 4.2
Avalon Capital Management
4111
Avalon Capital Management
California
$330M +$14.8M +5% 5.71% 151% 144 26.39% 1.4
Beam Wealth Advisors
4112
Beam Wealth Advisors
Louisiana
$330M +$29.6M +10% 5.15% 59.7% 108 10.19% 1.7
Sector Gamma AS
4113
Sector Gamma AS
Norway
$330M +$61.9M +23% 9.2% 35.3% 32 21.88% 3
Greenlea Lane Capital Management
4114
Greenlea Lane Capital Management
Connecticut
$330M -$36.9M -10% 13.6% 99.7% 9 0% 3.1
SRH Advisors
4115
SRH Advisors
Kansas
$329M +$30.7M +10% 10.6% 55.7% 296 5.74% 6.5
Helen Stephens Group
4116
Helen Stephens Group
Texas
$329M +$40.2M +14% 5.9% 53.4% 93 15.05% 1.8
Hilltop National Bank
4117
Hilltop National Bank
Wyoming
$329M +$18.4M +6% 6.69% – 863 8.92% 0.5
Walter & Keenan Wealth Management
4118
Walter & Keenan Wealth Management
Indiana
$329M +$15.1M +5% 6.89% 92% 153 6.54% 4.5
Brown, Lisle/Cummings
4119
Brown, Lisle/Cummings
Rhode Island
$329M +$22.2M +7% 6.78% 82.3% 639 7.04% 2.1
CCM
4120
Contrarian Capital Management
Connecticut
$329M +$10.6M +3% 6.7% 29.4% 34 26.47% 2.5
Wellington Shields & Co
4121
Wellington Shields & Co
New York
$329M +$21.9M +7% 9.03% 109% 325 11.08% 3.4
CPA
4122
Capital Performance Advisors
California
$329M +$65.6M +25% 7.04% 71% 2,901 96.55% 0
ECP ControlCo
4123
ECP ControlCo
New Jersey
$329M +$4.87M +2% 14.2% 42.5% 7 14.29% 3.3
Atlantic Edge Private Wealth Management
4124
Atlantic Edge Private Wealth Management
Florida
$329M +$29.2M +10% 6.13% 84.4% 517 10.06% 0.7
AGUR Provident & Training Funds Management
4125
AGUR Provident & Training Funds Management
Israel
$329M -$18.4M -5% 4.54% – 24 0% 1.9