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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)
VeraBank
4551
VeraBank
Texas
$107M +$1.98M +2% 1.82% 60.6% 89 3.37% 0.5
First National Bank of South Miami
4552
First National Bank of South Miami
Florida
$107M +$2.23M +2% 2.84% 35.2% 292 9.93% 0.5
Independent Order of Foresters
4553
Independent Order of Foresters
Ontario, Canada
$107M +$2.96M +3% 2.89% 66.3% 26 15.38% 3.2
Banyan Capital Management
4554
Banyan Capital Management
Georgia
$107M +$8.54M +9% 7.06% 42.5% 21 4.76% 0.5
Mountain Capital Investment Advisors
4555
Mountain Capital Investment Advisors
Colorado
$106M +$13.6M +15% 2.77% 63.3% 49 12.24% 1
Euclidean Technologies Management
4556
Euclidean Technologies Management
Washington
$106M -$1.6M -1% 0.82% 124% 75 21.33% 1.7
Steinberg Asset Management
4557
Steinberg Asset Management
New York
$106M -$4.4M -4% 1.69% 130% 35 2.86% 3.5
Rosenthal Henry Capital Advisors
4558
Rosenthal Henry Capital Advisors
Indiana
$106M +$4.14M +4% 6.31% 91.9% 68 10.29% 1.8
Brick & Kyle Associates
4559
Brick & Kyle Associates
Pennsylvania
$106M +$8.44M +9% 4.25% 97.4% 75 25.33% 3
Glacier Peak Capital
4560
Glacier Peak Capital
Washington
$106M -$3.89M -4% 2.67% 11.8% 98 54.08% 0.7
Sequoia Wealth Management
4561
Sequoia Wealth Management
Illinois
$106M -$17.8M -14% 3.29% – 75 34.67% 1.2
Andesa Financial Management
4562
Andesa Financial Management
Pennsylvania
$106M -$97.2M -48% 5.21% 73.6% 152 34.21% 0.8
TM
4563
Titan Managers
Arizona
$106M +$7.73M +8% 1.66% 2.57% 52 82.69% 0.1
FM
4564
Fondren Management
Texas
$105M -$20.5M -16% 2.51% 14.2% 111 61.26% 0.5
Florence Capital Advisors
4565
Florence Capital Advisors
New York
$105M +$3.16M +3% 2.02% – 18 16.67% 2.2
Water Oak Advisors
4566
Water Oak Advisors
Florida
$105M +$47.6M +83% 2.6% 12.9% 17 0% 3.5
KLCM
4567
KG&L Capital Management
Louisiana
$105M +$5.72M +6% 3.77% 91.9% 93 12.9% 0.4
Blackhawk Capital Partners
4568
Blackhawk Capital Partners
Wisconsin
$105M +$7.98M +8% 1.94% 87.2% 118 48.31% 0.5
Compass Financial Group (Florida)
4569
Compass Financial Group (Florida)
Florida
$105M +$3.57M +4% 2.19% 44.1% 20 0% 1.9
VC
4570
Voit & Company
Wisconsin
$105M +$9.7M +10% 3.82% – 87 28.74% 0.4
Pacific Sun Financial
4571
Pacific Sun Financial
California
$105M – – 2.61% 70.3% 133 – 1.1
Robinson Value Management
4572
Robinson Value Management
Texas
$105M – – 0.69% 79.3% 68 – 1.6
Mendel Money Management
4573
Mendel Money Management
Illinois
$105M – – 5.34% 75.4% 50 – 3.2
DFPG Investments
4574
DFPG Investments
Utah
$104M +$11.4M +12% 3.34% 38.2% 184 35.87% 0.3
Massachusetts Institute of Technology
4575
Massachusetts Institute of Technology
Massachusetts
$104M -$13.2M -11% 5.31% 35.7% 7 57.14% 0.3