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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)
Davis Investment Partners
4501
Davis Investment Partners
North Carolina
$198M – – 9.54% 88.9% 113 – 0
Mathes Company
4502
Mathes Company
New York
$198M +$18.8M +10% 8.8% 121% 131 7.63% 5.1
Global Trust Asset Management
4503
Global Trust Asset Management
Florida
$198M +$6.28M +3% 9.2% 178% 482 20.54% 3.1
Westbourne Investment Advisors
4504
Westbourne Investment Advisors
Maryland
$198M +$9.29M +5% 7.1% 107% 92 5.43% 2.6
Stone Run Capital
4505
Stone Run Capital
New York
$198M +$12.3M +7% 10.6% 77.8% 63 14.29% 6.8
Kendall Capital Management
4506
Kendall Capital Management
Maryland
$198M +$26.1M +15% 12.9% 130% 187 12.3% 2.6
Ategra Capital Management
4507
Ategra Capital Management
Virginia
$198M +$4M +2% 9.11% 114% 102 14.71% 2.5
SFA
4508
Spectrum Financial Alliance
Kentucky
$198M – – 20.6% 187% 11 – 3
Brand Asset Management Group
4509
Brand Asset Management Group
Missouri
$198M +$17.5M +10% 8.38% 70.2% 77 5.19% 3.9
RV Capital
4510
RV Capital
Switzerland
$198M -$11.8M -6% 0.89% 250% 6 0% 2.5
Varenne Capital Partners
4511
Varenne Capital Partners
France
$198M -$43.5M -18% 3.57% 212% 11 45.45% 0.5
Eos Management LP
4512
Eos Management LP
New York
$198M +$103M +108% 14% 149% 51 56.86% 2.3
DLG
4513
Daniel L. Goodwin
$197M +$23.7M +14% 14.2% 72.6% 93 11.83% 3.9
Index Venture Growth Associates I
4514
Index Venture Growth Associates I
Jersey
$197M -$90.8M -32% 3.79% 30.9% 1 0% 1.5
Centric Wealth Management
4515
Centric Wealth Management
Illinois
$197M -$54M -22% 8.68% 44.4% 130 33.85% 2.1
Quaker Wealth Management
4516
Quaker Wealth Management
New Jersey
$197M +$5.94M +3% 6.58% – 45 11.11% 1.3
HWC
4517
Hill Winds Capital
New York
$197M -$27.8M -12% 6.32% 8.52% 48 39.58% 0.7
ACM
4518
Altium Capital Management
New York
$197M -$76M -28% 27.4% – 160 57.5% 0.6
Aristides Capital
4519
Aristides Capital
Kentucky
$197M +$64M +48% 6.03% 126% 271 49.08% 0.8
Rench Wealth Management
4520
Rench Wealth Management
Texas
$197M +$18.3M +10% 10.8% 106% 42 7.14% 6.7
Thomas Story & Son
4521
Thomas Story & Son
Indiana
$197M +$6.59M +3% 11.4% 101% 55 5.45% 6
Eads & Heald Wealth Management
4522
Eads & Heald Wealth Management
Georgia
$197M +$20.3M +12% 13% 93.3% 148 5.41% 6.3
Tranquility Partners
4523
Tranquility Partners
Tennessee
$197M +$16.9M +9% 8.84% 77.3% 218 19.72% 2.1
AH Equity Partners LSV I
4524
AH Equity Partners LSV I
California
$196M -$116M -37% 34.3% – 3 0% 1
Norway Savings Bank
4525
Norway Savings Bank
Maine
$196M +$13.1M +7% 8.99% 117% 299 8.36% 4.5