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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)
Banco BTG Pactual
4801
Banco BTG Pactual
Brazil
$175M -$5.55M -3% 0.3% 135% 195 68.21% 0.2
HMS Capital Management
4802
HMS Capital Management
Tennessee
$175M +$9.9M +6% 7.96% 140% 121 24.79% 2.3
BancFirst Trust & Investment Management
4803
BancFirst Trust & Investment Management
Oklahoma
$175M +$6.13M +4% 6.65% 44.1% 50 20% 0.8
Peterson Wealth Services
4804
Peterson Wealth Services
Utah
$175M +$33.5M +24% 9.49% 160% 95 16.84% 0.8
Eastover Investment Advisors
4805
Eastover Investment Advisors
North Carolina
$175M +$14M +9% 9.62% 105% 47 4.26% 2.2
Adaptive Financial Consulting
4806
Adaptive Financial Consulting
Ohio
$174M +$14.7M +9% 4.2% 33.4% 16 0% 2.9
Daily Journal Corp
4807
Daily Journal Corp
California
$174M +$11M +7% 7.04% 108% 5 20% 7.2
DHJJ Financial Advisors
4808
DHJJ Financial Advisors
Illinois
$174M +$3.12M +2% 7.54% 62.5% 136 8.82% 1.6
AH
4809
Aviva Holdings
Bahamas
$174M -$102M -37% 34.4% 36.5% 5 20% 3.8
Compass Advisory Group
4810
Compass Advisory Group
New York
$174M -$4.07M -2% 7.2% 49.2% 71 15.49% 1.3
Game Creek Capital
4811
Game Creek Capital
Massachusetts
$174M +$9.6M +6% 9.4% 176% 71 18.31% 2.5
IRON Financial
4812
IRON Financial
Illinois
$174M -$7.94M -4% 3.41% 60.6% 106 20.75% 2.7
CPA
4813
Capital Performance Advisors
California
$174M +$19.2M +12% 10.1% 71% 54 20.37% 0.8
NERM
4814
New England Research & Management
Illinois
$174M +$15.3M +10% 11.1% 65% 180 28.33% 3.3
Susquehanna Capital Management
4815
Susquehanna Capital Management
Pennsylvania
$174M -$36.9M -17% 8.1% 40.8% 2 0% 1
Voce Capital Management
4816
Voce Capital Management
California
$174M +$20M +13% 15.4% 69.2% 10 0% 3.3
Vantage Financial Partners (Illinois)
4817
Vantage Financial Partners (Illinois)
Illinois
$174M +$19.2M +12% 7.33% 13.1% 96 15.63% 2.7
Wynnefield Capital
4818
Wynnefield Capital
New York
$174M -$15.7M -8% 7.16% 52.1% 23 17.39% 4
Lipe & Dalton
4819
Lipe & Dalton
New York
$174M +$14.4M +9% 13.2% 101% 107 11.21% 4.7
Aegon USA Investment Management
4820
Aegon USA Investment Management
Iowa
$174M +$2.34M +1% 3.29% 44.9% 49 16.33% 1.7
Clarity Wealth Advisors
4821
Clarity Wealth Advisors
California
$174M +$7.6M +5% 6.17% 94.1% 71 18.31% 2.2
Tejara Capital
4822
Tejara Capital
United Kingdom
$174M – – 16.4% 17.3% 95 – 0
Harbour Investment Management
4823
Harbour Investment Management
Washington
$174M +$13.8M +9% 10.4% 58.8% 73 4.11% 6.7
ACM
4824
Aljian Capital Management
Nevada
$173M -$8.68M -5% 0.39% 162% 54 14.81% 3.1
Zimmermann Investment Management & Planning
4825
Zimmermann Investment Management & Planning
Pennsylvania
$173M +$12.7M +8% 6.39% 31.6% 101 19.8% 0.6