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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)
Bessemer Securities
4126
Bessemer Securities
New York
$255M +$18.7M +8% 9.33% 45% 126 7.14% 1.4
Ferris Capital
4127
Ferris Capital
Massachusetts
$255M -$146M -36% 4.39% 67% 216 92.59% 1.1
Total Wealth Planning
4128
Total Wealth Planning
Ohio
$255M +$19.2M +8% 4.39% 37.2% 46 13.04% 1.8
Kestrel Investment Management
4129
Kestrel Investment Management
California
$255M +$16M +7% 9.21% 89.2% 45 17.78% 1.5
Atlas Principals
4130
Atlas Principals
North Carolina
$254M -$26M -9% 8.91% – 63 79.37% 0.4
Foresite Capital Management V
4131
Foresite Capital Management V
California
$254M -$86M -25% 21.5% 401% 22 31.82% 0.3
Piershale Financial Group
4132
Piershale Financial Group
Illinois
$254M +$22.9M +10% 5.85% 82% 36 38.89% 1.1
SAM
4133
Security Asset Management
New York
$254M +$10.8M +4% 9.91% 67.4% 91 7.69% 4.2
West Oak Capital
4134
West Oak Capital
California
$254M +$19.8M +8% 5.91% 110% 389 11.83% 3.8
Pivotal bioVenture Partners Investment Advisor
4135
Pivotal bioVenture Partners Investment Advisor
California
$254M -$58M -19% 11% 667% 9 11.11% 0.5
Gainplan
4136
Gainplan
Michigan
$254M +$27.9M +12% 8.47% 103% 98 52.04% 0.7
Archer Investment Corporation
4137
Archer Investment Corporation
Indiana
$254M +$11.1M +5% 6% 68.2% 795 31.57% 1.6
OFCM
4138
One Fin Capital Management
California
$253M -$6.89M -3% 8.91% 92% 33 45.45% 0.5
Enterprise Bank & Trust
4139
Enterprise Bank & Trust
Massachusetts
$253M +$16M +7% 8.58% 65.9% 103 17.48% 1.6
Investment Security Group
4140
Investment Security Group
Colorado
$253M +$50.1M +25% 5.52% – 18 22.22% 0.7
Manchester Financial
4141
Manchester Financial
California
$253M +$37.1M +17% 7.91% 73% 755 89.27% 1.7
Invesco Senior Secured Management
4142
Invesco Senior Secured Management
New York
$253M +$29.4M +13% 25.6% 18.1% 16 6.25% 2.4
Sourcerock Group
4143
Sourcerock Group
Colorado
$253M +$59M +30% 30.5% 59.1% 19 47.37% 0.2
Tobias Financial Advisors
4144
Tobias Financial Advisors
Florida
$253M +$16.8M +7% 4.15% 44.5% 68 2.94% 1.3
S.R. Schill & Associates
4145
S.R. Schill & Associates
Washington
$253M +$25.4M +11% 10.8% 42.7% 96 18.75% 2.6
AMI Investment Management
4146
AMI Investment Management
Indiana
$253M +$14.2M +6% 7.11% 47.9% 78 10.26% 3.9
Summit Rock Advisors
4147
Summit Rock Advisors
New York
$252M -$42.1M -14% 4.18% – 8 62.5% 0.5
Forefront Analytics
4148
Forefront Analytics
Pennsylvania
$252M +$17.5M +7% 4.84% 50.9% 71 11.27% 2.1
QCI
4149
Quaker Capital Investments
Pennsylvania
$252M +$5.59M +2% 0.72% 107% 25 16% 2.9
Butensky & Cohen Financial Security
4150
Butensky & Cohen Financial Security
Florida
$252M +$10.2M +4% 4.77% 81% 96 5.21% 4.5