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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)
MPS Loria Financial Planners
4126
MPS Loria Financial Planners
Illinois
$285M +$29.3M +11% 11.2% 80% 84 8.33% 4.2
IBOK
4127
Independence Bank of Kentucky
Kentucky
$285M +$47.9M +20% 11.3% 94.3% 539 14.47% 3.4
Arcus Capital Partners
4128
Arcus Capital Partners
Georgia
$285M -$41.2M -13% 23% 69.2% 144 38.89% 2.7
Collective Family Office
4129
Collective Family Office
Pennsylvania
$284M +$27.8M +11% 8.55% 52.5% 189 19.58% 1.8
O'Brien Greene & Co
4130
O'Brien Greene & Co
Pennsylvania
$284M +$11M +4% 6.11% 81.4% 135 10.37% 3.4
Constellation Investimentos e Participacoes
4131
Constellation Investimentos e Participacoes
Brazil
$284M +$171M +152% 18.4% 172% 8 37.5% 1.3
HA
4132
Hamel Associates
New Jersey
$284M +$10M +4% 6.75% 50.6% 76 13.16% 6.2
Atticus Wealth Management
4133
Atticus Wealth Management
Florida
$283M +$22.5M +9% 9.47% 73.9% 618 13.92% 2.2
Day & Ennis
4134
Day & Ennis
Georgia
$283M +$15M +6% 7.82% 15.2% 130 12.31% 3.7
HST Ventures
4135
HST Ventures
Utah
$283M +$3.9M +1% 18.8% 8.24% 63 52.38% 0.5
Smith & Howard Wealth Management
4136
Smith & Howard Wealth Management
Georgia
$283M -$2.27M -0.8% 8.55% 43.8% 76 15.79% 4.6
Gray Foundation
4137
Gray Foundation
New York
$283M – – 17% – 11 – 0
Compton Financial Group
4138
Compton Financial Group
Maryland
$283M +$19.4M +7% 7.87% 37.7% 35 14.29% 2.2
Numerai
4139
Numerai
California
$282M -$18.4M -6% 14.2% 52.7% 335 65.37% 0.2
Grant Street Asset Management
4140
Grant Street Asset Management
Pennsylvania
$282M +$33.5M +13% 8.53% 47.2% 69 21.74% 1.9
SM
4141
Samjo Management
New York
$282M – – 19% – 50 – 0
Weybosset Research & Management
4142
Weybosset Research & Management
Rhode Island
$282M +$31.2M +12% 12.8% 74.8% 48 18.75% 4.3
Everhart Financial Group
4143
Everhart Financial Group
Ohio
$282M +$46.5M +20% 12% 123% 251 19.52% 1.5
EGA
4144
E&G Advisors
Texas
$282M +$8.69M +3% 10.4% 97.7% 200 6.5% 2
Terril Brothers
4145
Terril Brothers
Missouri
$282M +$75.7M +37% 13.9% 94.4% 62 9.68% 3.8
Krensavage Asset Management
4146
Krensavage Asset Management
New York
$282M +$10.2M +4% 4.24% 124% 16 50% 3.2
Claar Advisors
4147
Claar Advisors
New York
$282M +$29.5M +12% 14.4% 65.5% 34 8.82% 3.5
GR Financial Group
4148
GR Financial Group
Arizona
$282M -$76.3M -21% 11.1% 75.4% 15 20% 0.8
Birinyi Associates
4149
Birinyi Associates
Connecticut
$281M +$30.9M +12% 12.5% 133% 62 24.19% 6.1
Capital Planning
4150
Capital Planning
Washington
$281M +$27.5M +11% 13.2% 81.2% 78 12.82% 2.1