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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)
WAM
4351
Westport Asset Management
Connecticut
$228M +$8.63M +4% 4.02% 64.2% 76 1.32% 4.2
Jackson Grant Investment Advisers
4352
Jackson Grant Investment Advisers
Connecticut
$228M +$10.2M +5% 5.74% 54.3% 382 6.28% 2.5
Market Street Wealth Management Advisors
4353
Market Street Wealth Management Advisors
Indiana
$228M +$58.6M +35% 5.6% 44% 67 13.43% 1.4
Cornell Pochily Investment Advisors
4354
Cornell Pochily Investment Advisors
New York
$227M +$19M +9% 5.65% 97% 161 9.94% 2.5
Delta Financial Advisors
4355
Delta Financial Advisors
Louisiana
$227M +$13.5M +6% 7.25% 96% 117 9.4% 1.7
JFG Wealth Management
4356
JFG Wealth Management
Colorado
$227M +$47.9M +27% 9.93% 65.2% 47 57.45% 0.7
SC
4357
Schulhoff & Co
Ohio
$227M +$8.48M +4% 3.21% 51.8% 118 1.69% 5.6
Hapanowicz & Associates Financial Services
4358
Hapanowicz & Associates Financial Services
Pennsylvania
$227M +$16.6M +8% 4.46% 58.5% 33 21.21% 2.1
Oregon Health & Science University
4359
Oregon Health & Science University
Oregon
$227M +$18.2M +9% 8.45% – 1 0% 0.5
Phoenician Capital
4360
Phoenician Capital
New York
$227M +$33.4M +17% 0.24% 41.1% 15 26.67% 1
PhiloSmith Capital
4361
PhiloSmith Capital
Connecticut
$227M -$4.06M -2% 2.6% 47% 32 9.38% 3.6
Old Point Trust & Financial Services N A
4362
Old Point Trust & Financial Services N A
Virginia
$226M +$11M +5% 5.29% 72.6% 73 8.22% 5.8
RDA Financial Network
4363
RDA Financial Network
Iowa
$226M -$6.7M -3% 7.34% 93.4% 240 12.08% 1.7
Stuart Chaussee & Associates
4364
Stuart Chaussee & Associates
California
$226M -$33.3M -13% 6.99% 58.6% 308 53.9% 1.6
TA Associates
4365
TA Associates
Massachusetts
$226M – – 0% – 1 – 0
Tuttle Capital Management
4366
Tuttle Capital Management
Connecticut
$226M -$27.1M -11% 4.99% 115% 437 85.58% 0.1
KPCB DGF III Associates
4367
KPCB DGF III Associates
California
$226M – – 1.55% – 1 – 0
Magnolia Capital Advisors
4368
Magnolia Capital Advisors
Mississippi
$226M +$175M +347% 5.88% 78.7% 155 56.13% 0.4
WealthBridge Investment Counsel
4369
WealthBridge Investment Counsel
Alberta, Canada
$226M +$21.3M +10% 4.98% 106% 37 5.41% 1.4
Guinness Atkinson Asset Management
4370
Guinness Atkinson Asset Management
California
$226M +$23.5M +12% 10.3% 132% 94 3.19% 3.7
IBOK
4371
Independence Bank of Kentucky
Kentucky
$226M +$19.9M +10% 6.23% 80.6% 403 9.93% 2.6
Bank OZK
4372
Bank OZK
Arkansas
$226M +$8.44M +4% 5.95% 112% 127 4.72% 5
FC Advisory
4373
FC Advisory
Pennsylvania
$225M +$20M +10% 5.27% 46.6% 65 3.08% 3.8
DI
4374
DAGCO Inc
Ohio
$225M +$23.8M +12% 5.11% 75% 110 8.18% 1.8
Mirsky Financial Management
4375
Mirsky Financial Management
New York
$225M +$9.7M +5% 3.86% 39.3% 47 4.26% 1.6