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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)
TL
4451
TowerView LLC
New York
$130M +$10.9M +9% 8.32% 17.9% 28 35.71% 2.9
Caprin Asset Management
4452
Caprin Asset Management
Virginia
$130M +$1.94M +2% 2.77% 7.87% 20 0% 3.2
New England Professional Planning Group
4453
New England Professional Planning Group
Rhode Island
$129M +$21.6M +20% 18.2% 59% 45 11.11% 3.3
FFG
4454
Fortem Financial Group
California
$129M +$19.7M +18% 21.3% 183% 160 37.5% 0.9
Legacy Financial Strategies
4455
Legacy Financial Strategies
Kansas
$129M +$24.2M +23% 20.1% 76.7% 63 20.63% 1.7
CCM
4456
Castine Capital Management
Massachusetts
$129M -$53.5M -29% 16.4% 13.9% 37 51.35% 2.5
Detalus Advisors
4457
Detalus Advisors
Missouri
$129M +$20.6M +19% 16.6% 75.7% 96 13.54% 0.4
Cowbird Capital
4458
Cowbird Capital
New York
$129M +$30.1M +30% 54.4% 21.3% 12 50% 0.6
Sterling Investment Management
4459
Sterling Investment Management
Arizona
$129M +$14.7M +13% 11.2% 45.3% 66 16.67% 3.1
Wealth CMT
4460
Wealth CMT
New Jersey
$129M +$21.5M +20% 17.6% 25% 19 0% 0.4
Diametric Capital
4461
Diametric Capital
Massachusetts
$129M +$46.8M +57% 43.7% 175% 203 64.04% 0.3
IMS Capital Management
4462
IMS Capital Management
Oregon
$129M +$30.7M +31% 29.4% 119% 133 30.83% 2.9
Karani Asset Management
4463
Karani Asset Management
New York
$129M +$35.4M +38% 43.3% – 64 26.56% 0.4
Van Leeuwen & Company
4464
Van Leeuwen & Company
New Jersey
$129M +$24.7M +24% 21.8% 75.4% 90 48.89% 1
Oldfather Financial Services
4465
Oldfather Financial Services
Nebraska
$129M +$23.6M +22% 19.4% 60.8% 58 3.45% 0.5
Kelly Financial Services
4466
Kelly Financial Services
Massachusetts
$129M +$47.8M +59% 15.3% 64.3% 624 9.78% 1
EP
4467
Elkhorn Partners
Nebraska
$129M +$8.15M +7% 8.54% 32.2% 41 7.32% 4.8
Pathway Capital Management
4468
Pathway Capital Management
California
$129M +$13.8M +12% 70.3% 629% 4 75% 0.5
Palmer Knight Company
4469
Palmer Knight Company
Florida
$129M +$24.6M +24% 24.3% 78.9% 26 0% 1.3
WA1
4470
Wimmer Associates 1
California
$129M +$21.1M +20% 20.4% 78.9% 104 9.62% 3.6
DI
4471
Disciplined Investments
Oklahoma
$129M +$23.4M +22% 16% 51.4% 462 12.99% 0.5
Polaris Venture Management Co V
4472
Polaris Venture Management Co V
Massachusetts
$128M +$18M +16% 14.6% 281% 11 18.18% 3.8
Lexington Partners
4473
Lexington Partners
New York
$128M -$43.9M -25% 27.8% 1.27% 5 60% 0.7
Ironwood Investment Management
4474
Ironwood Investment Management
Massachusetts
$128M +$28.5M +28% 31% 164% 164 10.98% 4.4
Harrington Investments
4475
Harrington Investments
California
$128M +$21.6M +20% 24.5% 109% 77 5.19% 2.5