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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)
LI
4201
LHM Inc
Utah
$318M +$80.8M +34% 8.65% – 19 15.79% 0.5
Buck Wealth Strategies
4202
Buck Wealth Strategies
Colorado
$318M -$21M -6% 5.12% 48.4% 69 2.9% 0.8
RA
4203
Rovida Advisors
Florida
$318M +$37.3M +13% 8.99% 24.8% 29 41.38% 1.4
Princeton Capital Management
4204
Princeton Capital Management
New Jersey
$317M +$10.7M +3% 0.9% 206% 126 17.46% 4.1
ADW Capital Management
4205
ADW Capital Management
Florida
$317M -$146M -32% 2.01% 78.2% 6 0% 4.3
Steamboat Capital Partners
4206
Steamboat Capital Partners
New York
$317M +$44.8M +16% 17.2% 280% 52 26.92% 1.7
MBM Wealth Consultants
4207
MBM Wealth Consultants
Missouri
$317M +$24M +8% 4.85% 57.1% 111 10.81% 3.4
Financial Insights
4208
Financial Insights
Washington
$317M -$43.3M -12% 6.05% 82.1% 163 15.34% 2.8
Buckhead Capital Management
4209
Buckhead Capital Management
Georgia
$316M +$21M +7% 8.84% 67.6% 130 12.31% 4.9
Keeler Thomas Management
4210
Keeler Thomas Management
Utah
$316M +$22.7M +8% 6.44% 52.1% 68 2.94% 2.3
PCR
4211
Potrero Capital Research
California
$316M +$81.6M +35% 2.91% 226% 42 50% 0.7
E
4212
ETFidea
New York
$316M +$20.4M +7% 6.69% 22.7% 115 5.22% 2.3
PCJ Investment Counsel
4213
PCJ Investment Counsel
Ontario, Canada
$316M +$74.8M +31% 17% 164% 86 33.72% 2.7
DecisionPoint Financial
4214
DecisionPoint Financial
Arizona
$316M +$17.7M +6% 6.99% 48% 243 2.06% 1.3
Clean Yield Group
4215
Clean Yield Group
Vermont
$316M +$47.9M +18% 10.8% 80.7% 492 29.07% 3.4
LJHT
4216
Laurie J. Hall Trustee
$316M +$28.4M +10% 6.68% 105% 267 9.36% 6.6
Prosperity Planning
4217
Prosperity Planning
Missouri
$316M +$23M +8% 6.49% 43.5% 107 26.17% 2.6
Caligan Partners
4218
Caligan Partners
New York
$315M -$113M -26% 17.4% 2,628% 13 7.69% 1.1
Weaver Consulting Group
4219
Weaver Consulting Group
California
$315M +$28.1M +10% 4.5% 56.4% 225 9.78% 3.1
SC
4220
Steph & Co
Wisconsin
$314M +$20.9M +7% 6.47% 61.6% 306 18.3% 2.7
ValueWorks
4221
ValueWorks
New York
$314M -$7.74M -2% 2.79% 190% 35 8.57% 5.2
Strategic Financial Concepts
4222
Strategic Financial Concepts
Texas
$314M +$142M +83% 6.87% 56.8% 774 68.99% 0.8
SWS Partners
4223
SWS Partners
Ohio
$314M -$20.6M -6% 7.57% 127% 314 64.33% 2.3
HCM
4224
Hudson Capital Management
New Jersey
$314M +$16M +5% 8.03% 66.8% 69 10.14% 3.7
QCI
4225
Quaker Capital Investments
Pennsylvania
$313M +$9.9M +3% 12.1% 107% 18 27.78% 2.5