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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)
Pecaut & Co
4551
Pecaut & Co
Iowa
$290M +$7.04M +2% 1.64% 62.8% 80 13.75% 3.7
Smart Money Group
4552
Smart Money Group
Texas
$290M +$9.36M +3% 1.46% 58.9% 99 7.07% 2.6
Front Row Advisors
4553
Front Row Advisors
California
$290M +$9.2M +3% 5.72% 142% 512 5.08% 5.1
Baker Boyer National Bank
4554
Baker Boyer National Bank
Washington
$289M -$8.52M -3% 2.06% 49.3% 81 6.17% 5.3
Snow Phipps Group
4555
Snow Phipps Group
New York
$289M +$3.95M +1% 1.51% 58% 2 0% 4.8
Umpqua Bank
4556
Umpqua Bank
Oregon
$289M +$15.8M +6% 0.03% – 162 11.73% 0.7
WC
4557
Weil Company
California
$289M -$16M -5% 0.04% 71.7% 152 36.18% 3.6
Cadent Capital Advisors
4558
Cadent Capital Advisors
Oklahoma
$289M -$36.3M -11% 1.21% 106% 163 11.66% 2.1
CenterStar Asset Management
4559
CenterStar Asset Management
Illinois
$289M -$211M -42% 3.89% 104% 423 82.74% 0.3
Highland Financial Advisors
4560
Highland Financial Advisors
New Jersey
$289M +$7.32M +3% 1.21% 70% 59 15.25% 1.5
Altrafin AG
4561
Altrafin AG
$288M +$10.8M +4% 5.11% 97.6% 52 11.54% 2.3
Sea Cliff Partners Management
4562
Sea Cliff Partners Management
California
$288M -$10M -3% 1.56% – 17 23.53% 0.6
SFA
4563
Spectrum Financial Alliance
Kentucky
$288M +$8.74M +3% 1.6% 187% 20 5% 2.9
McCarthy & Cox
4564
McCarthy & Cox
Ohio
$288M +$27.3M +10% 0.03% – 67 22.39% 0.6
REDW Wealth
4565
REDW Wealth
New Mexico
$288M -$102M -26% 1.18% 59.1% 169 42.6% 3.8
Websterrogers Financial Advisors
4566
Websterrogers Financial Advisors
South Carolina
$288M +$2.19M +0.8% 1.87% 46% 82 18.29% 2
AIA
4567
AIMZ Investment Advisors
California
$288M -$5.1M -2% 0.23% 81.3% 127 4.72% 6.8
ATI
4568
ARK & TLK Investments
Oklahoma
$288M +$6.46M +2% 0.8% 62.2% 113 6.19% 0.9
West Virginia University Foundation
4569
West Virginia University Foundation
West Virginia
$288M – – 2.22% – 2 – 0
Foursixthree Capital
4570
Foursixthree Capital
New York
$288M – – 20.6% – 25 – 0.3
Aquamarine Zurich
4571
Aquamarine Zurich
Switzerland
$288M +$2.01M +0.7% 1.79% 74.8% 14 0% 2
Fernwood Investment Management
4572
Fernwood Investment Management
Massachusetts
$288M -$19.2M -6% 9.1% 83.4% 198 21.21% 5.7
BDA
4573
Borer Denton & Associates
Pennsylvania
$288M -$5.65M -2% 1.73% 44.2% 63 7.94% 2.4
Enstar Group
4574
Enstar Group
Bermuda
$288M -$102M -26% 4.51% 29.5% 11 36.36% 2.5
CV Advisors
4575
CV Advisors
Florida
$287M +$79.7M +38% 6.83% 112% 36 50% 1.2