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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)
Deer VIII & Co
4301
Deer VIII & Co
New York
$153M -$97.2M -39% 17.2% – 2 50% 0.5
AA
4302
AF Advisors
California
$153M – – 22.5% 76.5% 19 – 0
CA
4303
CastleArk Alternatives
Illinois
$153M +$38.3M +33% 8.45% – 38 15.79% 1.2
DI
4304
DFPG Investments
Utah
$153M +$31.9M +26% 7.74% 38.2% 186 25.81% 0.7
MAS
4305
Madden Advisory Services
Florida
$153M +$12.5M +9% 7.22% 52.3% 77 7.79% 5.1
MSA
4306
Marino Stram & Associates
Massachusetts
$153M +$11.6M +8% 6.85% 63.6% 91 9.89% 1.7
CCG
4307
Ceeto Capital Group
Florida
$153M +$14.4M +10% 11.7% 94.4% 137 5.11% 1.8
IDBONY
4308
Israel Discount Bank of New York
New York
$153M +$16.5M +12% 7.32% 40.8% 90 10% 2.5
PCM
4309
Poehling Capital Management
Wisconsin
$153M +$16.4M +12% 11% 70.9% 114 17.54% 1.4
ATC
4310
Adirondack Trust Company
New York
$152M +$10M +7% 7.85% 96.8% 367 9.54% 4.5
I2I
4311
Insight 2811 Inc
Illinois
$152M +$11.2M +8% 3.01% 30.8% 96 17.71% 2.8
AIA
4312
Arcadia Investment Advisors
Idaho
$152M +$3.98M +3% 6.47% 56.4% 76 22.37% 1.4
VC
4313
Vision Capital
Ontario, Canada
$152M +$34.3M +29% 4.42% 19.8% 6 16.67% 0.8
OFG
4314
Omega Financial Group
California
$152M +$9.61M +7% 4.17% 45.2% 63 6.35% 0.9
WGCA
4315
Wolf Group Capital Advisors
Virginia
$152M +$6.82M +5% 7.48% 28.2% 78 8.97% 2.5
BWAM
4316
Boyd Watterson Asset Management
Ohio
$152M +$9.33M +7% 8.26% 101% 120 9.17% 4.1
SPI
4317
Santori & Peters Inc
Pennsylvania
$152M +$14.2M +10% 7.48% 88% 80 13.75% 1.1
PAM
4318
Pegasus Asset Management
New York
$152M +$14.5M +11% 9.44% 89% 73 6.85% 1.7
ACA
4319
Affinity Capital Advisors
California
$152M – – 8.01% 72.7% 117 – 0
HIM
4320
Harbour Investment Management
Washington
$152M +$11M +8% 7.41% 58.8% 71 4.23% 5
OCPWS
4321
One Charles Private Wealth Services
Massachusetts
$152M – – 6.89% 99.7% 35 – 0
HM
4322
HCSF Management
California
$152M +$8.81M +6% 7.78% 58.8% 13 15.38% 2.1
RBFC
4323
Roman Butler Fullerton & Co
Missouri
$152M +$6.95M +5% 8.99% 121% 176 16.48% 0.8
HIS
4324
Horizon Investment Services
Indiana
$152M +$1.26M +0.8% 12.7% 250% 109 21.1% 2.1
AC
4325
Addison Capital
Pennsylvania
$152M +$10.8M +8% 8.67% 59.7% 129 5.43% 3