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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)
MI
4626
M3F Inc
Utah
$128M -$9.08M -7% 7.86% 176% 37 13.51% 1.8
WIM
4627
Wilen Investment Management
Florida
$128M -$1.09M -0.8% 9.88% 79.9% 63 6.35% 4.8
UIA
4628
UBP Investment Advisors
Switzerland
$128M +$4.58M +4% 4.31% 11.2% 57 17.54% 1.3
TOPU
4629
Trustees of Princeton University
New Jersey
$128M +$58.6M +85% 13% – 7 85.71% 0.3
NC
4630
NovaPoint Capital
Georgia
$127M – – 6.71% 88.2% 106 – 0
BMC
4631
Beaton Management Company
Massachusetts
$127M +$4.06M +3% 7.57% 95.9% 123 7.32% 2.1
BCM
4632
Brightline Capital Management
Florida
$127M +$20.9M +20% 28.8% 810% 16 56.25% 0.5
BGC
4633
Blue Grotto Capital
Georgia
$127M – – 6.22% 300% 20 – 0
HFA
4634
HC Financial Advisors
California
$127M +$10.6M +9% 7.39% 31.2% 70 10% 0.9
AMAL
4635
Asset Management Advisors LLC
Oklahoma
$127M +$9.06M +8% 10.6% 124% 23 8.7% 3.7
NRC
4636
North Run Capital
Massachusetts
$127M -$5.92M -4% 12.6% 19.4% 22 9.09% 1.4
YCM
4637
Yost Capital Management
Texas
$127M +$43.5M +52% 16.9% 125% 9 33.33% 1.1
TA
4638
Trellis Advisors
Washington
$127M +$9.01M +8% 7.66% 23.3% 54 12.96% 1.5
PBF
4639
Petix & Botte Financial
California
$127M – – 4.94% 47.5% 81 – 0
KCM
4640
Kendall Capital Management
Maryland
$127M +$13.9M +12% 10.1% 120% 116 5.17% 1.5
MCG
4641
MACRO Consulting Group
New Jersey
$127M +$9.58M +8% 4.5% – 67 11.94% 0.7
LWM
4642
Liberty Wealth Management
California
$127M +$21.2M +20% 9.25% 64.2% 987 15.1% 0.8
FMTCOCP
4643
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$127M +$2.82M +2% 7.3% 65.5% 335 10.75% 2.2
MA
4644
Modus Advisors
Minnesota
$127M – – 6.38% 89.5% 72 – 0
PIA
4645
Perennial Investment Advisors
California
$127M – – 10.2% 84.3% 129 – 0
LFGH
4646
Lee Financial Group Hawaii
Hawaii
$127M +$14.6M +13% 6.57% 12.9% 27 7.41% 1.4
DMPV
4647
Delphi Management Partners VIII
California
$127M – – 43.3% – 5 – 0
DCM
4648
Davidson Capital Management
Texas
$127M – – 10.8% 79.4% 66 – 0
YAL
4649
Your Advocates Ltd
Texas
$127M – – 6.26% 50% 28 – 0
AFA
4650
Abacus FCF Advisors
Florida
$127M +$5.39M +4% 9.82% 197% 105 20% 1.3