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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)
Broadview Financial Management
4176
Broadview Financial Management
Wisconsin
$135M +$1.74M +1% 0.14% 52.4% 46 4.35% 1.4
WC
4177
Weil Company
California
$135M +$11.5M +9% 3.02% 71.7% 386 75.13% 0.3
Birch Grove Capital
4178
Birch Grove Capital
New York
$135M +$3.32M +3% 1.31% 2.66% 31 54.84% 0.5
GA
4179
Greytown Advisors
Florida
$135M -$5.51M -4% 0.32% 14.1% 72 9.72% 2.1
Mangham Associates
4180
Mangham Associates
Virginia
$135M -$3.56M -3% 0.85% 24.4% 6 33.33% 1.1
VV Manager
4181
VV Manager
Massachusetts
$134M -$50M -27% 0.87% – 3 0% 0.8
Campbell Capital Management
4182
Campbell Capital Management
Florida
$134M +$9.02M +7% 5.12% – 49 24.49% 0.5
GAMC
4183
Garner Asset Management Corp
Texas
$134M +$4.9M +4% 1.44% 103% 151 9.93% 1.9
IRON Financial
4184
IRON Financial
Illinois
$134M +$27.1M +25% 2.77% 60.6% 109 23.85% 1.9
St. Johns Investment Management
4185
St. Johns Investment Management
Florida
$134M -$260K -0.2% 1.45% 91.9% 176 8.52% 3.8
Ironwood Wealth Management (Arizona)
4186
Ironwood Wealth Management (Arizona)
Arizona
$134M +$3.39M +3% 0.59% 34.2% 58 8.62% 1.7
Gradient Capital Advisors
4187
Gradient Capital Advisors
California
$134M +$3.73M +3% 1.24% 78.5% 89 3.37% 1.5
Westbourne Investment Advisors
4188
Westbourne Investment Advisors
Maryland
$134M +$10.5M +8% 1.75% 107% 100 17% 2.7
Freestate Advisors
4189
Freestate Advisors
Kansas
$134M +$15.8M +13% 3.11% – 9 77.78% 0.3
Legacy Advisors
4190
Legacy Advisors
Pennsylvania
$134M -$14.2M -10% 0.65% – 367 70.03% 2
Albert D. Mason Inc
4191
Albert D. Mason Inc
Massachusetts
$134M +$385K +0.3% 0.53% 83.4% 147 8.84% 3.7
Koch Industries
4192
Koch Industries
Kansas
$134M +$20.4M +18% 18.1% 56.9% 2 0% 2.8
Colorado Capital Management
4193
Colorado Capital Management
Colorado
$134M -$1.01M -0.8% 0.85% 60.4% 83 4.82% 2.9
Groesbeck Investment Management
4194
Groesbeck Investment Management
New Jersey
$133M +$10.4M +8% 0.17% 155% 102 8.82% 2.9
Ironwood Investment Management
4195
Ironwood Investment Management
Massachusetts
$133M +$5.46M +4% 4.58% 164% 158 10.76% 4.3
Resource America
4196
Resource America
New York
$133M -$32.9M -20% 3.66% 12.2% 38 26.32% 1.2
North Run Capital
4197
North Run Capital
Massachusetts
$133M -$14.4M -10% 1.18% 19.4% 27 25.93% 1.3
SV
4198
Stilwell Value
New York
$133M -$26.9M -17% 1.52% 87.9% 48 29.17% 2.1
LFWA
4199
LBJ Family Wealth Advisors
Texas
$133M -$2.37M -2% 0.48% 64.9% 19 0% 4.4
Alambic Investment Management
4200
Alambic Investment Management
California
$133M -$28.9M -18% 0.21% 47.6% 397 51.39% 0.6