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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)
FC Advisory
4376
FC Advisory
Pennsylvania
$297M +$24.6M +9% 5.6% 46.6% 102 6.86% 4.7
Hilltop Partners
4377
Hilltop Partners
Indiana
$297M +$26.1M +10% 5.43% 64.9% 113 16.81% 1.2
Winmill & Co
4378
Winmill & Co
New Hampshire
$297M +$3.94M +1% 8.68% 146% 58 6.9% 2.9
Claar Advisors
4379
Claar Advisors
New York
$297M -$14M -5% 4.84% 65.5% 24 16.67% 4.6
WFA
4380
Wade Financial Advisory
California
$297M +$19.3M +7% 6.27% 15.9% 82 2.44% 3.4
Goldstream Capital Management
4381
Goldstream Capital Management
Hong Kong
$297M -$125M -30% 3.6% 686% 54 53.7% 0.6
Beach Point Capital Management
4382
Beach Point Capital Management
California
$297M +$14.5M +5% 9.43% 84.1% 10 20% 1.8
CCP
4383
Caden Capital Partners
California
$297M +$20.1M +7% 8.49% 19.1% 15 33.33% 0.9
Bayberry Capital Partners
4384
Bayberry Capital Partners
New York
$297M -$202M -41% 14.9% 99.7% 26 38.46% 0.8
3G Capital Partners
4385
3G Capital Partners
New York
$296M +$36.5M +14% 17.9% 351% 15 20% 0.7
VisionPoint Advisory Group
4386
VisionPoint Advisory Group
Texas
$296M +$14.9M +5% 6.66% 79.3% 824 71% 1.6
Diana Davis Spencer Foundation
4387
Diana Davis Spencer Foundation
Maryland
$296M +$13.7M +5% 4.87% 13.4% 4 0% 7.4
Arcataur Capital Management
4388
Arcataur Capital Management
Wisconsin
$296M +$15.1M +5% 6.52% 65.4% 98 2.04% 1.2
Weybosset Research & Management
4389
Weybosset Research & Management
Rhode Island
$295M +$28.6M +11% 8.41% 74.8% 55 20% 3.8
AMI Investment Management
4390
AMI Investment Management
Indiana
$295M +$8.85M +3% 4.63% 52% 73 9.59% 5.2
Quantum Private Wealth
4391
Quantum Private Wealth
Florida
$295M +$13.5M +5% 6.94% 240% 196 10.2% 2
Packer & Co
4392
Packer & Co
Australia
$295M +$1.06M +0.4% 4.41% – 3 0% 4.8
FP
4393
Fiduciary Planning
Florida
$295M +$15.2M +5% 3.84% 71.4% 64 10.94% 1.7
NC
4394
Nokomis Capital
Texas
$294M +$13.4M +5% 12.2% 145% 62 20.97% 2
Kerrisdale Advisers
4395
Kerrisdale Advisers
Florida
$294M -$25.4M -8% 5.17% 78.8% 106 20.75% 1.3
LFGO
4396
Legacy Financial Group (Oklahoma)
Oklahoma
$294M +$30M +11% 5.55% 64.2% 82 15.85% 1.3
Mount Lucas Management
4397
Mount Lucas Management
Pennsylvania
$294M -$55.5M -16% 14.5% 109% 165 17.58% 0.9
Beacon Financial Advisory
4398
Beacon Financial Advisory
Ohio
$294M +$26.2M +10% 6.59% 76.8% 318 14.78% 2.1
Palogic Value Management
4399
Palogic Value Management
Texas
$294M +$58.1M +25% 2.74% 31.3% 188 18.62% 1.3
Fairfield Financial Advisors
4400
Fairfield Financial Advisors
Massachusetts
$294M -$46.1M -14% 1.94% – 301 7.31% 2