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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)
AH Capital Management
4476
AH Capital Management
California
$313M -$388M -55% 1.02% – 14 35.71% 1
Lancaster Investment Management
4477
Lancaster Investment Management
United Kingdom
$313M +$178M +132% 20.1% 0.78% 8 25% 1.1
Global View Capital Management
4478
Global View Capital Management
Wisconsin
$313M +$37.5M +14% 15.3% – 137 39.42% 0.3
Tucker Asset Management
4479
Tucker Asset Management
Colorado
$313M +$4.03M +1% 9.21% 64.2% 361 34.35% 2.2
Chase Investment Counsel
4480
Chase Investment Counsel
Virginia
$313M +$39.8M +15% 23.7% 350% 153 35.29% 1.5
Fairway Wealth
4481
Fairway Wealth
Ohio
$313M +$42.2M +16% 7.22% – 227 22.91% 0.8
Pennsylvania Capital Management
4482
Pennsylvania Capital Management
Pennsylvania
$313M +$40.3M +15% 11.5% 70.6% 112 16.07% 2.9
Phraction Management
4483
Phraction Management
Connecticut
$313M +$14.1M +5% 10.4% 106% 84 25% 2.1
Grandview Asset Management
4484
Grandview Asset Management
Pennsylvania
$312M +$49.1M +19% 20.7% 200% 137 11.68% 1.9
Valley Forge Investment Consultants
4485
Valley Forge Investment Consultants
Pennsylvania
$312M +$31.2M +11% 9.34% 61.9% 97 15.46% 3
DoubleLine ETF Adviser
4486
DoubleLine ETF Adviser
Florida
$312M +$10.8M +4% 7.21% 51.6% 197 36.55% 0.6
Blueprint Financial Advisors
4487
Blueprint Financial Advisors
North Carolina
$312M +$128M +69% 6.24% – 60 63.33% 0.1
Cable Car Capital
4488
Cable Car Capital
California
$312M +$224M +254% 10.7% – 74 31.08% 0.6
Absolute Gestao de Investimentos
4489
Absolute Gestao de Investimentos
Brazil
$312M +$75.9M +32% 13.8% – 82 78.05% 0.2
Golden Reserve Retirement
4490
Golden Reserve Retirement
Ohio
$312M +$60.3M +24% 11.6% – 27 70.37% 0.1
ATI
4491
ARK & TLK Investments
Oklahoma
$312M +$27.7M +10% 8.42% 62.2% 119 8.4% 1.3
Stempoint Capital
4492
Stempoint Capital
New York
$312M -$2.13M -0.7% 8.95% – 82 60.98% 0.5
Highland Financial Advisors
4493
Highland Financial Advisors
New Jersey
$312M +$32M +11% 10.9% 70% 57 12.28% 2.1
AB
4494
Atlas Brown
Kentucky
$311M +$26.5M +9% 11% 115% 224 5.8% 6.3
Bayberry Capital Partners
4495
Bayberry Capital Partners
New York
$311M -$51.2M -14% 6.68% 99.7% 32 59.38% 0.6
Granite Bay Wealth Management
4496
Granite Bay Wealth Management
New Hampshire
$311M +$23.3M +8% 7.02% – 79 21.52% 1.3
Matthew 25 Management Corp
4497
Matthew 25 Management Corp
Pennsylvania
$311M +$39.8M +15% 22.9% 141% 21 14.29% 6.4
Bard Associates
4498
Bard Associates
Illinois
$311M +$43M +16% 14.6% 241% 188 12.77% 5.6
JRM Investment Counsel
4499
JRM Investment Counsel
Nebraska
$311M +$17.7M +6% 1.49% 65.5% 21 9.52% 5.5
Cadent Capital Advisors
4500
Cadent Capital Advisors
Oklahoma
$311M +$30.4M +11% 10.6% 106% 168 19.05% 2.1