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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)
Roman Butler Fullerton & Co
4201
Roman Butler Fullerton & Co
Missouri
$118M – – 11.6% 121% 159 – 0
I2I
4202
Insight 2811 Inc
Illinois
$118M -$30.5M -21% 8.61% 30.8% 96 27.08% 2.7
Mountaineer Partners Management
4203
Mountaineer Partners Management
New York
$118M – – 22% 158% 14 – 0
Beirne Wealth Consulting Services
4204
Beirne Wealth Consulting Services
Connecticut
$118M – – 10.7% 81.9% 179 – 0
Bay Colony Advisors
4205
Bay Colony Advisors
Massachusetts
$117M -$13M -10% 10.2% 91.8% 231 28.14% 0.4
Foothills Asset Management
4206
Foothills Asset Management
Arizona
$117M -$13M -10% 8.96% 8.84% 67 16.42% 2.8
Naman Capital
4207
Naman Capital
Brazil
$117M – – 11.7% 89.9% 15 – 0
Global Strategic Investment Solutions
4208
Global Strategic Investment Solutions
Arizona
$117M – – 12.7% 56.8% 55 – 0
Morris Capital Advisors
4209
Morris Capital Advisors
Pennsylvania
$117M -$32.2M -22% 14.2% 72.9% 76 19.74% 2.2
Groesbeck Investment Management
4210
Groesbeck Investment Management
New Jersey
$117M -$29.8M -20% 13.5% 147% 109 24.77% 2.6
Titus Wealth Management
4211
Titus Wealth Management
California
$117M +$1.2M +1% 10.1% 26.6% 103 20.39% 0.7
PK
4212
Pflug Koory
Nebraska
$117M -$6.5M -5% 12.6% – 439 6.83% 1.7
VR Advisory Services
4213
VR Advisory Services
Cayman Islands
$117M -$26.5M -18% 10.9% 89.7% 29 10.34% 1.2
Guinness Atkinson Asset Management
4214
Guinness Atkinson Asset Management
California
$117M -$38.7M -25% 15.8% 132% 62 4.84% 3.7
Oak Hill Advisors
4215
Oak Hill Advisors
New York
$117M +$9.7M +9% 12.4% 42.4% 7 42.86% 2.5
Massachusetts Institute of Technology
4216
Massachusetts Institute of Technology
Massachusetts
$117M – – 13.5% 35.7% 7 – 0
HGI Capital Management
4217
HGI Capital Management
New York
$117M -$27.5M -19% 10.7% 47% 63 41.27% 0.5
Syquant Capital SAS
4218
Syquant Capital SAS
France
$117M – – 4.57% 160% 11 – 0
Lesa Sroufe & Co
4219
Lesa Sroufe & Co
Washington
$117M -$16.1M -12% 4.79% – 62 6.45% 2.8
HM Capital Management
4220
HM Capital Management
Missouri
$117M -$14.1M -11% 14% 29.6% 41 21.95% 3.9
Bishop & Co Investment Management
4221
Bishop & Co Investment Management
Pennsylvania
$117M -$14.8M -11% 11.8% 47.6% 24 16.67% 1.9
Beck Capital Management
4222
Beck Capital Management
Texas
$117M -$116M -50% 11.2% 291% 118 62.71% 1.6
HPC
4223
Hobart Private Capital
North Carolina
$117M -$13.7M -10% 8.2% 60% 162 26.54% 0.7
WPA
4224
Winning Points Advisors
Florida
$117M -$19.5M -14% 13.3% – 75 6.67% 1.8
PDS Planning
4225
PDS Planning
Ohio
$116M -$453K -0.4% 9.04% 62.7% 86 18.6% 0.8