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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)
Sentry LLC
4426
Sentry LLC
Tennessee
$365M -$36.4M -9% 12.5% 52.6% 127 3.94% 2.4
City State Bank
4427
City State Bank
Iowa
$365M +$18.9M +5% 2.97% 79.1% 781 6.79% 3
Fivespan Partners
4428
Fivespan Partners
California
$365M – – 13.7% – 6 – 0
Groupe Bruxelles Lambert
4429
Groupe Bruxelles Lambert
Belgium
$365M -$40.1M -10% 9.9% – 1 0% 2
Grandview Asset Management
4430
Grandview Asset Management
Pennsylvania
$365M +$9.07M +3% 2.09% 200% 144 5.56% 2.2
Steamboat Capital Partners
4431
Steamboat Capital Partners
New York
$365M -$19.6M -5% 5.31% 280% 67 22.39% 2.2
Oak Family Advisors
4432
Oak Family Advisors
Illinois
$364M -$35.6M -9% 2.54% 81.9% 126 23.81% 2.4
Beam Wealth Advisors
4433
Beam Wealth Advisors
Louisiana
$364M -$2.66M -0.7% 0.93% 69.2% 118 16.95% 2.4
MI
4434
M3F Inc
Utah
$364M +$11.2M +3% 3.31% 139% 29 17.24% 4.2
One Degree Advisors
4435
One Degree Advisors
California
$364M +$37.8M +12% 2.33% 54.1% 72 8.33% 1.5
Independence Financial Advisors
4436
Independence Financial Advisors
New Hampshire
$364M +$35.5M +11% 0.9% – 55 3.64% 0.7
Ogorek Anthony Joseph
4437
Ogorek Anthony Joseph
New York
$364M +$13.9M +4% 3.99% 61.1% 713 8.42% 2.3
PhiloSmith Capital
4438
PhiloSmith Capital
Connecticut
$364M +$3.76M +1% 0.53% 47% 23 0% 7.3
RC
4439
Reik & Co
New York
$364M -$25.8M -7% 2.87% 47.2% 56 0% 8.5
ATI
4440
ARK & TLK Investments
Oklahoma
$364M +$48.4M +15% 2.6% 62.2% 120 10% 1.7
RCM
4441
Ratan Capital Management
Florida
$364M +$178M +96% 1.29% 616% 40 32.5% 2.2
11 Capital Partners
4442
11 Capital Partners
Connecticut
$364M +$10.5M +3% 1.09% 101% 22 13.64% 1.8
White Pine Capital
4443
White Pine Capital
Minnesota
$363M +$14.2M +4% 10.9% 143% 232 8.62% 6.7
Narus Financial Partners
4444
Narus Financial Partners
Utah
$363M -$2.51M -0.7% 4.94% 85.3% 172 9.3% 3.8
Atwater Malick
4445
Atwater Malick
Pennsylvania
$363M +$18.3M +5% 6.06% 83.4% 93 13.98% 3.3
Investment Management Associates
4446
Investment Management Associates
Colorado
$363M +$23.2M +7% 1.73% 50.4% 32 18.75% 2.3
Core Alternative Capital
4447
Core Alternative Capital
Georgia
$363M +$18.1M +5% 4.55% 74.5% 351 42.45% 3.8
Ballast Advisors
4448
Ballast Advisors
Minnesota
$363M -$545K -0.2% 1.81% 66.7% 186 9.14% 4.5
Westbourne Investment Advisors
4449
Westbourne Investment Advisors
Maryland
$362M +$3.68M +1% 2.88% 107% 121 8.26% 3.6
Windsor Capital Management
4450
Windsor Capital Management
Arizona
$362M +$82.4K +0% 1.42% 49.1% 124 6.45% 6.9