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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)
Jacobsen Capital Management
4951
Jacobsen Capital Management
Utah
$296M -$10M -3% 1.35% 97.3% 134 17.16% 2.4
Red Lighthouse Investment Management
4952
Red Lighthouse Investment Management
New York
$296M +$16.7M +6% 0.8% 71.1% 117 53.85% 2
First Bankers Trust
4953
First Bankers Trust
Kentucky
$296M -$1.44M -0.5% 3.28% 78.9% 152 9.21% 7
Vigilare Wealth Management
4954
Vigilare Wealth Management
Arizona
$296M -$1.36M -0.5% 0.18% 59.5% 132 29.55% 2.7
River Street Advisors
4955
River Street Advisors
Illinois
$296M +$29.1M +11% 0.43% 93.5% 186 17.74% 2
Skaana Management
4956
Skaana Management
New York
$296M -$13.2M -4% 8.73% 269% 215 42.33% 1
Front Row Advisors
4957
Front Row Advisors
California
$296M -$4.31M -1% 0.21% 142% 588 9.35% 5.4
Cambridge Financial Group (Arizona)
4958
Cambridge Financial Group (Arizona)
Arizona
$295M +$7.71M +3% 1.48% 69.5% 181 13.81% 1.7
Royal Harbor Partners
4959
Royal Harbor Partners
Texas
$295M -$7.16M -2% 1.54% 54.6% 61 32.79% 2.3
Master's Wealth Management
4960
Master's Wealth Management
Pennsylvania
$295M +$17.2M +6% 0.71% – 86 29.07% 0.6
Claar Advisors
4961
Claar Advisors
New York
$295M -$47M -14% 10.1% 65.5% 18 16.67% 5.4
Keeler & Nadler Financial Planning & Wealth Management
4962
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$295M +$6.32M +2% 1.07% 72.1% 86 12.79% 2.5
Morris Financial Concepts
4963
Morris Financial Concepts
South Carolina
$295M +$9.02M +3% 1.12% 56.5% 199 5.03% 3.1
Permit Capital
4964
Permit Capital
Pennsylvania
$294M -$27M -8% 5.5% 121% 19 0% 5.6
Key Client Fiduciary Advisors
4965
Key Client Fiduciary Advisors
New Jersey
$294M +$919K +0.3% 2.02% 107% 234 14.1% 2.5
Selkirk Management
4966
Selkirk Management
New Jersey
$294M -$83.9M -22% 19.9% 245% 12 8.33% 6.1
B&I Capital
4967
B&I Capital
Switzerland
$294M +$12.9M +5% 4.4% 30.5% 28 25% 2.1
Thomas J. Herzfeld Advisors
4968
Thomas J. Herzfeld Advisors
Florida
$294M -$1.55M -0.5% 2.53% 17.7% 132 31.82% 3.7
Erste Towarzystwo Funduszy Inwestycyjnych
4969
Erste Towarzystwo Funduszy Inwestycyjnych
$294M – – 12.3% – 33 – 0
Pacifica Capital Investments
4970
Pacifica Capital Investments
Texas
$294M -$73.3M -20% 2.88% 69.8% 15 0% 7.4
Deseret Mutual Benefit Administrators
4971
Deseret Mutual Benefit Administrators
Utah
$294M +$59.2M +25% 3.57% 81.9% 512 3.32% 4.1
MEPT
4972
Missouri Education Pension Trust
Missouri
$294M -$55.9M -16% 0.47% – 2 0% 0.3
Engle Capital Management
4973
Engle Capital Management
Connecticut
$293M +$34.3M +13% 10.3% 398% 31 41.94% 0.5
HF Advisory Group
4974
HF Advisory Group
Maryland
$293M +$6.81M +2% 0.85% 73.2% 175 9.14% 2.7
Barometer Capital Management
4975
Barometer Capital Management
Ontario, Canada
$293M -$122M -29% 14.9% 339% 185 67.57% 0.6