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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)
WIM
4626
Wilen Investment Management
Florida
$128M -$1.09M -0.8% 9.88% 79.9% 63 6.35% 4.8
UBP Investment Advisors
4627
UBP Investment Advisors
Switzerland
$128M +$4.58M +4% 4.31% 11.2% 57 17.54% 1.3
Trustees of Princeton University
4628
Trustees of Princeton University
New Jersey
$128M +$58.6M +85% 13% – 7 85.71% 0.3
NovaPoint Capital
4629
NovaPoint Capital
Georgia
$127M – – 6.71% 94% 106 – 0
Beaton Management Company
4630
Beaton Management Company
Massachusetts
$127M +$4.06M +3% 7.57% 95.9% 123 7.32% 2.1
Brightline Capital Management
4631
Brightline Capital Management
Florida
$127M +$20.9M +20% 28.8% 810% 16 56.25% 0.5
Blue Grotto Capital
4632
Blue Grotto Capital
Georgia
$127M – – 6.22% 300% 20 – 0
HC Financial Advisors
4633
HC Financial Advisors
California
$127M +$10.6M +9% 7.39% 31.2% 70 10% 0.9
AMAL
4634
Asset Management Advisors LLC
Oklahoma
$127M +$9.06M +8% 10.6% 124% 23 8.7% 3.7
North Run Capital
4635
North Run Capital
Massachusetts
$127M -$5.92M -4% 12.6% 19.4% 22 9.09% 1.4
Yost Capital Management
4636
Yost Capital Management
Texas
$127M +$43.5M +52% 16.9% 125% 9 33.33% 1.1
Trellis Advisors
4637
Trellis Advisors
Washington
$127M +$9.01M +8% 7.66% 23.3% 54 12.96% 1.5
PBF
4638
Petix & Botte Financial
California
$127M – – 4.94% 47.5% 81 – 0
Kendall Capital Management
4639
Kendall Capital Management
Maryland
$127M +$13.9M +12% 10.1% 130% 116 5.17% 1.5
MACRO Consulting Group
4640
MACRO Consulting Group
New Jersey
$127M +$9.6M +8% 4.5% – 67 11.94% 0.7
Liberty Wealth Management
4641
Liberty Wealth Management
California
$127M +$21.2M +20% 9.25% 64.2% 987 15.1% 0.8
Farmers & Merchants Trust Co of Chambersburg PA
4642
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$127M +$2.82M +2% 7.3% 65.5% 335 10.75% 2.2
Modus Advisors
4643
Modus Advisors
Minnesota
$127M – – 6.38% 89.5% 72 – 0
Perennial Investment Advisors
4644
Perennial Investment Advisors
California
$127M – – 10.2% 84.3% 129 – 0
LFGH
4645
Lee Financial Group Hawaii
Hawaii
$127M +$14.6M +13% 6.57% 12.9% 27 7.41% 1.4
Delphi Management Partners VIII
4646
Delphi Management Partners VIII
California
$127M – – 43.3% – 5 – 0
Davidson Capital Management
4647
Davidson Capital Management
Texas
$127M – – 10.8% 79.4% 66 – 0
Your Advocates Ltd
4648
Your Advocates Ltd
Texas
$127M – – 6.26% 50% 28 – 0
Abacus FCF Advisors
4649
Abacus FCF Advisors
Florida
$127M +$5.39M +4% 9.82% 197% 105 20% 1.3
Ameraudi Asset Management
4650
Ameraudi Asset Management
New York
$126M – – 5.49% 47.1% 40 – 0