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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)
Godshalk Welsh Capital Management
5051
Godshalk Welsh Capital Management
Pennsylvania
$160M -$1.03M -0.6% 0.7% 61.1% 117 2.56% 4.9
Colony Family Offices
5052
Colony Family Offices
North Carolina
$160M -$3.57M -2% 0.88% 53.9% 24 16.67% 0.7
LI
5053
Latash Investments
Alaska
$160M +$2.37M +2% 0.63% 110% 22 13.64% 1.4
Arbor Trust Wealth Advisors
5054
Arbor Trust Wealth Advisors
Michigan
$160M +$812K +0.5% 0.02% 63.8% 100 3% 1.5
Ranch Capital Advisors
5055
Ranch Capital Advisors
Florida
$160M -$6.12M -4% 0.34% 92.6% 836 41.63% 1.2
Millrace Asset Group
5056
Millrace Asset Group
Pennsylvania
$160M -$31.6M -16% 3.63% 113% 90 26.67% 1.1
Newbridge Financial Services Group
5057
Newbridge Financial Services Group
Florida
$160M -$3.22M -2% 1.5% 189% 1,688 30.04% 0.7
Newman & Schimel
5058
Newman & Schimel
Illinois
$160M +$857K +0.5% 1.29% – 48 6.25% 0.7
Blue Square Asset Management
5059
Blue Square Asset Management
New York
$160M -$2.88M -2% 1.01% 104% 85 9.41% 1.3
Mendel Money Management
5060
Mendel Money Management
Illinois
$160M +$761K +0.5% 1.33% 75.4% 72 6.94% 3.5
Woodward Diversified Capital
5061
Woodward Diversified Capital
California
$159M -$15.8M -9% 1.68% 118% 233 27.9% 0.6
AH Equity Partners IV (Parallel)
5062
AH Equity Partners IV (Parallel)
California
$159M -$112M -41% 22.4% – 2 50% 1
Armor Investment Advisors
5063
Armor Investment Advisors
North Carolina
$159M -$6.17M -4% 1.53% 62% 169 8.88% 3.4
AA
5064
AF Advisors
California
$159M -$40.9M -20% 19.6% 76.5% 25 12% 0.8
Brown Miller Wealth Management
5065
Brown Miller Wealth Management
Virginia
$159M +$2.78M +2% 0.24% 102% 128 12.5% 0.6
Muzinich & Co
5066
Muzinich & Co
New York
$159M -$26.9M -14% 0.33% 13.5% 52 28.85% 4.5
Masterton Capital Management
5067
Masterton Capital Management
New York
$159M +$4.39M +3% 5.13% 1.94% 26 57.69% 0.3
Concentrum Wealth Management
5068
Concentrum Wealth Management
California
$159M +$3.43M +2% 0.74% 174% 61 13.11% 1.4
Lebenthal Global Advisors
5069
Lebenthal Global Advisors
New York
$159M -$27M -15% 1.86% 57.2% 174 36.78% 0.5
Resource Planning Group
5070
Resource Planning Group
Georgia
$159M -$13.6M -8% 1.11% 1.9% 88 6.82% 1.7
FIM
5071
FWL Investment Management
Texas
$159M -$5.72M -3% 1.29% 165% 55 25.45% 0.6
Waycross Partners
5072
Waycross Partners
Kentucky
$159M -$29.2M -16% 0.36% 87.7% 102 35.29% 0.5
Tandem Capital Management
5073
Tandem Capital Management
New Jersey
$159M +$38K +0% 0.18% 128% 91 8.79% 1.4
FRM
5074
Fox Run Management
Connecticut
$159M +$48.9M +44% 4.12% 64% 673 84.55% 0.1
Catawba River Capital
5075
Catawba River Capital
South Carolina
$159M -$211K -0.1% 0.04% 89.5% 29 13.79% 1