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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)
NFP
4276
Narus Financial Partners
Utah
$129M – – 9.92% 88.9% 72 – 1.8
SCM
4277
Stormborn Capital Management
Connecticut
$129M -$10.4M -7% 0.98% 256% 37 54.05% 0.4
PC
4278
Phoenician Capital
New York
$129M +$6.89M +6% 0.33% 41.1% 17 0% 0.4
SIM
4279
Sterling Investment Management
Arizona
$129M +$167K +0.1% 3.1% 44.1% 61 4.92% 3
SF
4280
Susquehanna Foundation
Pennsylvania
$129M +$3.83M +3% 3.38% 36.7% 4 0% 1.3
PAM
4281
Pegasus Asset Management
New York
$129M +$7.82M +6% 2.77% 89% 69 5.8% 1.3
SFWC
4282
Strategic Family Wealth Counselors
New Jersey
$129M +$5.45M +4% 2.13% 72.3% 69 5.8% 0.5
WIM
4283
Wilen Investment Management
Florida
$129M -$2.58M -2% 2.16% 79.9% 63 4.76% 4.4
SWM
4284
Strategic Wealth Management
Washington
$129M +$20M +18% 1.5% 52.8% 31 48.39% 1.4
ATIA
4285
American Trust Investment Advisors
New Hampshire
$129M -$1.16M -0.9% 3.88% 91% 88 26.14% 2
SIG
4286
Schaller Investment Group
North Carolina
$129M -$6.35M -5% 2.22% 21.9% 38 15.79% 4.4
AIS
4287
AlphaOne Investment Services
Pennsylvania
$129M -$38.3M -23% 4.59% 77.1% 222 28.38% 2.1
POIA
4288
Pin Oak Investment Advisors
Texas
$128M +$3.5M +3% 2.86% 62.7% 491 18.94% 1.1
OFG
4289
OTA Financial Group
New York
$128M +$11.8M +10% 17.7% 320% 68 76.47% 0.3
JPC
4290
Jabodon PT Co
Nevada
$128M +$9.45M +8% 2.89% 61.9% 29 51.72% 0.6
FLI
4291
Family Legacy Inc
South Carolina
$128M +$4.86M +4% 3.35% 89% 110 7.27% 1.6
IBOK
4292
Independence Bank of Kentucky
Kentucky
$128M +$5.79M +5% 2.79% 80.6% 352 6.53% 1.2
IIM
4293
Ironwood Investment Management
Massachusetts
$128M +$4.84M +4% 6.11% 164% 157 7.64% 4.1
RA
4294
Riverstone Advisors
Texas
$128M +$9.07M +8% 5.47% 104% 43 13.95% 0.4
UBG
4295
United Bank (Georgia)
Georgia
$128M +$2.27M +2% 3.38% 81.2% 80 7.5% 2
RI
4296
Ridgewood Investments
New Jersey
$128M +$6.31M +5% 2.83% – 202 14.36% 1.6
BWP
4297
Bernardo Wealth Planning
Pennsylvania
$128M +$1.47M +1% 3.74% 50.7% 157 11.46% 0.4
WMRU
4298
William Marsh Rice University
Texas
$128M +$29.4M +30% 12% 4.44% 8 75% 1.7
SFS
4299
Searcy Financial Services
Kansas
$127M +$5.39M +4% 4.07% 60.2% 15 0% 0.4
PVMCV
4300
Polaris Venture Management Co V
Massachusetts
$127M +$9.13M +8% 23.4% 281% 12 0% 3.5