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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)
BE
4601
Bonness Enterprises
District of Columbia
$285M -$15.8M -5% 4.41% 98.6% 38 2.63% 10.7
Palo Alto Wealth Advisors
4602
Palo Alto Wealth Advisors
California
$285M +$43.4M +18% 7.45% 108% 54 12.96% 1.4
Old Point Trust & Financial Services N A
4603
Old Point Trust & Financial Services N A
Virginia
$285M +$6.55M +2% 2.65% 87.3% 400 33.25% 2.4
Missouri Trust & Investment Company
4604
Missouri Trust & Investment Company
Missouri
$285M -$1.64M -0.6% 0.99% 81.6% 453 16.11% 2.2
GCQ Funds Management
4605
GCQ Funds Management
Australia
$285M – – 10.7% – 10 – 0
OLIO Financial Planning
4606
OLIO Financial Planning
Virginia
$285M +$47M +20% 2.26% 52.9% 67 34.33% 1.9
Bill Few Associates
4607
Bill Few Associates
Pennsylvania
$284M +$2.67M +0.9% 1.41% 91.5% 186 10.75% 2.2
Concentrum Wealth Management
4608
Concentrum Wealth Management
California
$284M +$27.3M +11% 5.4% 174% 85 20% 2.8
Field & Main Bank
4609
Field & Main Bank
Kentucky
$284M +$3.64M +1% 2.68% 107% 258 7.75% 6
VST
4610
Van Strum & Towne
California
$284M -$4.69M -2% 0.18% 72.3% 110 7.27% 5.7
Anchorage Capital Group
4611
Anchorage Capital Group
New York
$284M -$97.8M -26% 2% 24.9% 7 0% 3.1
Passive Capital Management
4612
Passive Capital Management
Maryland
$284M -$2.34M -0.8% 2.92% 37.7% 66 3.03% 2.1
Performa Ltd (US)
4613
Performa Ltd (US)
South Carolina
$284M +$14.8M +5% 0% 59.6% 59 22.03% 2.4
Fairfield Financial Advisors
4614
Fairfield Financial Advisors
Massachusetts
$284M -$9.8M -3% 1.55% – 302 16.89% 2.3
IAS
4615
Investment Advisory Services
Texas
$284M +$539K +0.2% 0.45% 74.9% 121 8.26% 3.4
Lightspeed Management Company
4616
Lightspeed Management Company
California
$284M – – 80.8% – 10 – 0
City State Bank
4617
City State Bank
Iowa
$283M +$9.06M +3% 0.67% 79.1% 766 8.49% 2.4
Diana Davis Spencer Foundation
4618
Diana Davis Spencer Foundation
Maryland
$283M -$12.8M -4% 4.25% 13.4% 4 0% 7.6
Promethos Capital
4619
Promethos Capital
Massachusetts
$283M +$2.63M +0.9% 0.91% – 89 17.98% 0.8
JRM Investment Counsel
4620
JRM Investment Counsel
Nebraska
$283M -$7.45M -3% 1.45% 65.5% 20 0% 5.2
First Washington Corp
4621
First Washington Corp
Washington
$283M +$31.2M +12% 3.78% 142% 58 12.07% 4.5
Joule Financial
4622
Joule Financial
Kentucky
$283M +$8.09M +3% 0.83% 55.5% 116 14.66% 1.7
RPg Family Wealth Advisory
4623
RPg Family Wealth Advisory
Massachusetts
$283M -$26.9M -9% 4.35% 117% 84 21.43% 2.5
Metavasi Capital
4624
Metavasi Capital
New York
$283M +$62.6M +28% 26.7% 840% 40 45% 0.8
West Oak Capital
4625
West Oak Capital
California
$283M -$255M -47% 0.5% 110% 328 7.32% 6.4