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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)
Altai Capital Management
4651
Altai Capital Management
California
$228M -$79.2M -26% 4.66% 24.9% 16 31.25% 0.6
DLG
4652
Daniel L. Goodwin
$228M +$12.2M +6% 8.95% 72.6% 121 23.14% 3.3
Platform Technology Partners
4653
Platform Technology Partners
New York
$228M +$7.04M +3% 9.83% – 257 19.07% 1.4
Lowe Wealth Advisors
4654
Lowe Wealth Advisors
Maryland
$227M +$16.4M +8% 7.57% 63.3% 323 9.91% 4
Riverstone Advisors
4655
Riverstone Advisors
Texas
$227M +$10.5M +5% 2.83% 104% 45 22.22% 1.8
First Bankers Trust
4656
First Bankers Trust
Kentucky
$227M +$28.1M +14% 13.8% 78.9% 117 2.56% 5.8
Annandale Capital
4657
Annandale Capital
Texas
$227M +$60.8M +37% 4.36% 57.2% 113 25.66% 0.6
Avalon Capital Management
4658
Avalon Capital Management
California
$227M +$48.6M +27% 8.97% 163% 68 48.53% 1
DI
4659
Disciplined Investments
Oklahoma
$227M +$20.7M +10% 5.13% 51.4% 508 13.78% 1.3
TrueFG
4660
TrueFG
Texas
$227M +$6.07M +3% 5.95% 54.2% 39 5.13% 1.7
Keystone Wealth Partners
4661
Keystone Wealth Partners
Arizona
$227M +$45.1M +25% 3.76% – 37 40.54% 0.6
Cisco Systems
4662
Cisco Systems
California
$227M – – 9.25% 210% 2 – 0
Gill Capital Partners
4663
Gill Capital Partners
Colorado
$226M +$5.81M +3% 4.14% 59% 127 9.45% 1.9
Roman Butler Fullerton & Co
4664
Roman Butler Fullerton & Co
Missouri
$226M +$12.1M +6% 12.2% 134% 192 10.94% 2.1
Cadent Capital Advisors
4665
Cadent Capital Advisors
Oklahoma
$226M +$1.55M +0.7% 7.35% 106% 135 11.11% 0.9
AIP
4666
Ahrens Investment Partners
Louisiana
$226M +$16.8M +8% 7.94% 82.3% 1,065 80.38% 0.5
Valley Forge Investment Consultants
4667
Valley Forge Investment Consultants
Pennsylvania
$226M +$39.8M +21% 7.19% 67.9% 81 7.41% 0.8
Keating Investment Counselors
4668
Keating Investment Counselors
Florida
$226M +$12.3M +6% 7.57% 50% 61 1.64% 5.6
Ativo Capital Management
4669
Ativo Capital Management
Illinois
$226M +$12.6M +6% 10.3% 63.2% 128 14.06% 2.7
MGG Investment Group
4670
MGG Investment Group
New York
$226M – – 1.37% 44.1% 2 – 0
PGF
4671
Pelham Global Financials
United Kingdom
$226M -$84M -27% 5.15% 24.5% 15 33.33% 1.2
Round Rock Advisors
4672
Round Rock Advisors
Connecticut
$226M +$90.5M +67% 8.75% 87.4% 121 51.24% 0.4
CCM
4673
Consolidated Capital Management
California
$226M +$13M +6% 6.8% 166% 43 6.98% 2.6
Omega Financial Group
4674
Omega Financial Group
California
$226M +$15.8M +8% 5.06% 47% 69 8.7% 2.3
HIC
4675
Harbor Island Capital
Massachusetts
$226M +$35.6M +19% 17.7% 218% 15 0% 3.6