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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)
AA
4301
AF Advisors
California
$153M – – 22.5% 76.5% 19 – 0
CastleArk Alternatives
4302
CastleArk Alternatives
Illinois
$153M +$38.3M +33% 8.45% – 38 15.79% 1.2
DFPG Investments
4303
DFPG Investments
Utah
$153M +$31.9M +26% 7.74% 38.2% 186 25.81% 0.7
MAS
4304
Madden Advisory Services
Florida
$153M +$12.5M +9% 7.22% 52.3% 77 7.79% 5.1
Marino Stram & Associates
4305
Marino Stram & Associates
Massachusetts
$153M +$11.6M +8% 6.85% 72.2% 91 9.89% 1.7
Ceeto Capital Group
4306
Ceeto Capital Group
Florida
$153M +$14.4M +10% 11.7% 94.4% 137 5.11% 1.8
Israel Discount Bank of New York
4307
Israel Discount Bank of New York
New York
$153M +$16.5M +12% 7.32% 40.8% 90 10% 2.5
Poehling Capital Management
4308
Poehling Capital Management
Wisconsin
$153M +$16.4M +12% 11% 83% 114 17.54% 1.4
Adirondack Trust Company
4309
Adirondack Trust Company
New York
$152M +$10M +7% 7.85% 96.7% 367 9.54% 4.5
I2I
4310
Insight 2811 Inc
Illinois
$152M +$11.2M +8% 3.01% 30.8% 96 17.71% 2.8
AIA
4311
Arcadia Investment Advisors
Idaho
$152M +$3.98M +3% 6.47% 56.4% 76 22.37% 1.4
VC
4312
Vision Capital
Ontario, Canada
$152M +$34.3M +29% 4.42% 19.8% 6 16.67% 0.8
Omega Financial Group
4313
Omega Financial Group
California
$152M +$9.6M +7% 4.17% 45.2% 63 6.35% 0.9
Wolf Group Capital Advisors
4314
Wolf Group Capital Advisors
Virginia
$152M +$6.82M +5% 7.48% 28.2% 78 8.97% 2.5
Boyd Watterson Asset Management
4315
Boyd Watterson Asset Management
Ohio
$152M +$9.33M +7% 8.26% 101% 120 9.17% 4.1
Santori & Peters Inc
4316
Santori & Peters Inc
Pennsylvania
$152M +$14.2M +10% 7.48% 103% 80 13.75% 1.1
PAM
4317
Pegasus Asset Management
New York
$152M +$14.5M +11% 9.44% 89% 73 6.85% 1.7
Affinity Capital Advisors
4318
Affinity Capital Advisors
California
$152M – – 8.01% 72.7% 117 – 0
Harbour Investment Management
4319
Harbour Investment Management
Washington
$152M +$11M +8% 7.41% 58.8% 71 4.23% 5
One Charles Private Wealth Services
4320
One Charles Private Wealth Services
Massachusetts
$152M – – 6.89% 99.7% 35 – 0
HCSF Management
4321
HCSF Management
California
$152M +$8.81M +6% 7.78% 58.8% 13 15.38% 2.1
Roman Butler Fullerton & Co
4322
Roman Butler Fullerton & Co
Missouri
$152M +$6.95M +5% 8.99% 134% 176 16.48% 0.8
HIS
4323
Horizon Investment Services
Indiana
$152M +$1.26M +0.8% 12.7% 250% 109 21.1% 2.1
Addison Capital
4324
Addison Capital
Pennsylvania
$152M +$10.8M +8% 8.67% 59.7% 129 5.43% 3
Bishop & Co Investment Management
4325
Bishop & Co Investment Management
Pennsylvania
$151M +$14M +10% 6.07% 47.6% 25 16% 3