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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)
Bell & Brown Wealth Advisors
4601
Bell & Brown Wealth Advisors
California
$93.5M -$14.2M -13% 13.2% 125% 87 12.64% 0.9
Osmium Partners
4602
Osmium Partners
California
$93.5M -$21.1M -18% 14% 28.4% 22 31.82% 2.4
Western Asset Management Company
4603
Western Asset Management Company
California
$93.4M -$7.85M -8% 1.94% 2.29% 23 39.13% 0.9
Seelaus Asset Management
4604
Seelaus Asset Management
New Jersey
$93.4M -$28M -23% 14.1% 134% 187 24.6% 0.9
Smith Shellnut Wilson
4605
Smith Shellnut Wilson
Mississippi
$93.3M -$18.3M -16% 11.2% 98.6% 123 13.01% 1.5
SCA
4606
Strategic Capital Advisers
Colorado
$93.2M -$47.3M -34% 9.98% 51.4% 63 25.4% 0.9
LFGH
4607
Lee Financial Group Hawaii
Hawaii
$93.1M -$19.3M -17% 12.2% 12.9% 37 35.14% 0.7
OFCM
4608
One Fin Capital Management
California
$93.1M – – 13.6% 92% 15 – 0
Lingohr Asset Management
4609
Lingohr Asset Management
Germany
$93M -$54.7M -37% 17.8% 141% 143 48.95% 1
VeraBank
4610
VeraBank
Texas
$93M – – 9.82% 60.6% 83 – 0
Clearshares
4611
Clearshares
New York
$93M -$17.6M -16% 9.4% – 36 22.22% 0.8
Biltmore Capital Advisors
4612
Biltmore Capital Advisors
New Jersey
$93M – – 9.4% 80.4% 31 – 0
New Potomac Partners
4613
New Potomac Partners
Maryland
$93M -$14.9M -14% 10.8% 37.2% 151 5.96% 0.9
Midwest Professional Planners Ltd (MPPL)
4614
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$92.9M -$16M -15% 8.43% 130% 93 22.58% 0.9
WA
4615
Wintergreen Advisers
New Jersey
$92.8M -$34.9M -27% 15.8% 25.4% 6 16.67% 4
Schwarz Dygos Wheeler Investment Advisors
4616
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$92.8M – – 10% 74% 70 – 0
University of Texas/Texas AM Investment Management Co (UTIMCO)
4617
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$92.6M +$11.7M +14% 14.4% 68.3% 64 73.44% 0.9
Bain Capital Public Equity Management II
4618
Bain Capital Public Equity Management II
Massachusetts
$92.5M – – 18.4% 201% 8 – 0
Independent Order of Foresters
4619
Independent Order of Foresters
Ontario, Canada
$92.4M -$16.7M -15% 15.1% 66.3% 26 7.69% 3.1
C.M. Bidwell & Associates
4620
C.M. Bidwell & Associates
Hawaii
$92.2M -$13.4M -13% 8.76% 70.6% 500 47% 0.8
TPG Financial Advisors
4621
TPG Financial Advisors
Oregon
$92.1M – – 7.45% – 37 – 0
Durational Capital Management
4622
Durational Capital Management
New York
$91.9M – – 7.51% – 2 – 0
AMG Funds
4623
AMG Funds
Connecticut
$91.9M -$45.4M -33% 12.7% 6.28% 118 13.56% 1.8
SMP
4624
Santa Monica Partners
Florida
$91.7M -$31.1M -25% 24.2% 135% 27 0% 1
SA
4625
Sunesis Advisors
Kansas
$91.7M -$7.44M -8% 8.59% – 34 38.24% 0.3