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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)
Columbus Macro
4501
Columbus Macro
Pennsylvania
$264M +$10.4M +4% 4.84% 48.7% 193 17.1% 2.6
Wealthstream Advisors
4502
Wealthstream Advisors
New York
$263M +$21.3M +9% 8.83% 88.2% 167 22.75% 1.2
TIM
4503
Timelo Investment Management
Ontario, Canada
$263M +$149M +130% 4.39% 104% 43 62.79% 0.3
White Pine Capital
4504
White Pine Capital
Minnesota
$263M +$3.45M +1% 7.85% 143% 214 7.01% 6.1
Stoneridge Investment Partners
4505
Stoneridge Investment Partners
Pennsylvania
$263M +$25.3M +11% 9.57% 44.2% 143 51.05% 1.4
EE
4506
EWG Elevate
California
$263M +$21.7M +9% 8.41% 76% 138 31.88% 1.4
Truxt Investmentos
4507
Truxt Investmentos
Brazil
$263M -$13.2M -5% 6.69% – 16 50% 0.8
PL Capital Advisors
4508
PL Capital Advisors
Florida
$263M -$26.8M -9% 1.9% 100% 35 14.29% 4.6
Abound Wealth Management
4509
Abound Wealth Management
Tennessee
$263M +$13.2M +5% 5.28% 65.7% 1,421 16.33% 1.1
QCI
4510
Quaker Capital Investments
Pennsylvania
$262M -$17.8M -6% 0.09% 107% 18 22.22% 3.5
Montgomery Investment Management
4511
Montgomery Investment Management
Maryland
$262M -$63.4M -19% 12.8% 105% 92 9.78% 6.8
Aquamarine Zurich
4512
Aquamarine Zurich
Switzerland
$262M +$33.2M +15% 18.6% 74.8% 12 0% 1.5
Mayport LLC
4513
Mayport LLC
Massachusetts
$262M +$42M +19% 7.49% 57% 84 8.33% 1.5
Benchmark Financial Wealth Advisors
4514
Benchmark Financial Wealth Advisors
Florida
$262M +$29.7M +13% 10% 81.6% 93 18.28% 2.3
Stone Run Capital
4515
Stone Run Capital
New York
$262M +$28.3M +12% 8.56% 77.8% 68 7.35% 6.4
Socorro Asset Management
4516
Socorro Asset Management
Texas
$262M +$35.2M +16% 6.45% 43.8% 31 6.45% 2.2
CPA
4517
Capital Performance Advisors
California
$262M +$30.2M +13% 7.44% 77.1% 93 25.81% 1.2
First Washington Corp
4518
First Washington Corp
Washington
$262M +$1.51M +0.6% 12% 142% 58 8.62% 3.8
CCM
4519
Cutter Capital Management
New York
$262M +$52.4M +25% 2.73% – 36 63.89% 0.1
Kelly Financial Services
4520
Kelly Financial Services
Massachusetts
$261M +$14.1M +6% 7.36% 64.3% 838 10.62% 3.1
B.O.S.S. Retirement Advisors
4521
B.O.S.S. Retirement Advisors
Utah
$261M -$255M -49% 8.25% 78.2% 242 50% 1.1
Convergence Investment Partners
4522
Convergence Investment Partners
Florida
$261M +$69.6M +36% 16.1% 304% 272 39.71% 2.7
Hayek Kallen Investment Management
4523
Hayek Kallen Investment Management
Alabama
$261M +$21.4M +9% 9.89% 71.9% 93 6.45% 5.7
Rench Wealth Management
4524
Rench Wealth Management
Texas
$261M +$23.4M +10% 14.7% 106% 57 36.84% 5.5
Martin Capital Partners
4525
Martin Capital Partners
Oregon
$261M +$15.4M +6% 4.99% 42.3% 72 6.94% 4