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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)
Altrafin AG
4351
Altrafin AG
$260M +$30.1M +13% 15.3% 97.6% 68 16.18% 1.6
White Pine Capital
4352
White Pine Capital
Minnesota
$259M +$10.3M +4% 11.4% 143% 211 6.64% 6.1
PCJ Investment Counsel
4353
PCJ Investment Counsel
Ontario, Canada
$259M +$42.6M +20% 13.8% 164% 80 27.5% 2.5
BTG Pactual Global Asset Management
4354
BTG Pactual Global Asset Management
Bermuda
$259M -$184M -42% 11.4% 88.9% 84 52.38% 0.8
Hemington Wealth Management
4355
Hemington Wealth Management
Virginia
$259M +$48.7M +23% 10.8% 76.1% 111 20.72% 2
Chesapeake Wealth Management
4356
Chesapeake Wealth Management
Virginia
$259M +$19.2M +8% 9.76% 65.9% 157 9.55% 4.5
KLC
4357
Kent Lake Capital
Nevada
$259M -$1.12M -0.4% 22% 92.1% 65 47.69% 0.6
Jentner Corp
4358
Jentner Corp
Ohio
$259M +$98M +61% 9.47% 38.9% 52 19.23% 3.4
Investment Management Associates
4359
Investment Management Associates
Colorado
$259M +$18.9M +8% 9.77% 50.4% 39 28.21% 2
Wynnefield Capital
4360
Wynnefield Capital
New York
$259M +$40.7M +19% 14.5% 52.1% 25 24% 3.3
Legacy Capital Group California
4361
Legacy Capital Group California
California
$259M +$25.8M +11% 12.8% 129% 321 32.09% 0.5
FC Advisory
4362
FC Advisory
Pennsylvania
$259M +$21M +9% 9.31% 46.6% 99 10.1% 4.2
Shoker Investment Counsel
4363
Shoker Investment Counsel
Ohio
$259M +$28.1M +12% 9.41% 88.9% 92 4.35% 5.5
MorganRosel Wealth Management
4364
MorganRosel Wealth Management
Colorado
$259M +$19M +8% 10.3% 67.5% 102 10.78% 2
Perry Creek Capital
4365
Perry Creek Capital
New York
$258M -$2.39M -0.9% 22.7% 51.2% 15 6.67% 2.9
Simplicity Wealth
4366
Simplicity Wealth
New Jersey
$258M +$87.5M +51% 8.44% 82.2% 190 56.32% 0.4
ForthRight Wealth Management
4367
ForthRight Wealth Management
Georgia
$258M +$26.1M +11% 9.37% 44.6% 59 5.08% 2
ZCM
4368
Zenyatta Capital Management
Delaware
$258M +$74M +40% 14.2% – 40 57.5% 0.6
Bridge City Capital
4369
Bridge City Capital
Oregon
$258M +$60.3M +30% 12.1% 120% 113 16.81% 3.6
Glenorchy Capital
4370
Glenorchy Capital
Australia
$258M – – 6.86% – 73 – 0
Hi-Line Capital Management
4371
Hi-Line Capital Management
South Dakota
$258M -$13.4M -5% 9.27% 57.5% 39 2.56% 2.4
TA
4372
TrueWealth Advisors
Alabama
$258M +$20.9M +9% 9.34% 60.9% 210 12.86% 1.8
Founders Financial Alliance
4373
Founders Financial Alliance
North Carolina
$258M +$28.9M +13% 11.2% 84.9% 498 6.02% 2.4
Syverson Strege & Co
4374
Syverson Strege & Co
Iowa
$258M +$34.3M +15% 10.1% 74% 70 15.71% 2.3
Kendall Capital Management
4375
Kendall Capital Management
Maryland
$257M +$31.9M +14% 11.6% 130% 210 10.95% 2.9