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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)
GoodHaven Capital Management
5101
GoodHaven Capital Management
New Jersey
$138M +$2.44M +2% 0.51% 80.7% 28 3.57% 3.8
BCK Partners
5102
BCK Partners
New York
$138M -$4.65M -3% 4.44% 46% 28 14.29% 1.4
MBA Advisors
5103
MBA Advisors
Pennsylvania
$138M -$7.29M -5% 5.45% 58.3% 134 13.43% 1.3
EP
5104
Elkhorn Partners
Nebraska
$138M -$17.9M -11% 8.95% 32.2% 51 17.65% 4.2
HIS
5105
Horizon Investment Services
Indiana
$138M -$13M -9% 3.57% 250% 108 22.22% 3
Atlas Private Wealth Management
5106
Atlas Private Wealth Management
New York
$138M -$8.3M -6% 5.37% 19.8% 113 7.96% 2.4
SC
5107
Schiavi & Co
Delaware
$138M +$2.57M +2% 8.87% 41.4% 17 23.53% 1
MV Management XI
5108
MV Management XI
California
$138M +$28M +25% 32.9% – 4 0% 0.8
Trinity Financial Advisors
5109
Trinity Financial Advisors
Ohio
$138M +$2.26M +2% 6.32% 74.5% 70 67.14% 0.4
StrongBox Wealth
5110
StrongBox Wealth
Missouri
$138M -$16.7M -11% 4.82% 57.8% 84 8.33% 1.9
Successful Portfolios
5111
Successful Portfolios
Florida
$138M -$10.7M -7% 4.86% 110% 192 9.38% 3.4
Stewart Asset Management
5112
Stewart Asset Management
New York
$138M +$12.4M +10% 5.84% 42.5% 30 23.33% 2.2
Indus Capital Partners
5113
Indus Capital Partners
New York
$138M -$33.5M -20% 12.9% 117% 29 51.72% 1.4
Institutional Venture Management XIII
5114
Institutional Venture Management XIII
California
$138M -$40.4M -23% 16.1% – 4 0% 0.7
Tradewinds LLC
5115
Tradewinds LLC
North Carolina
$138M -$9.39M -6% 3.19% – 120 13.33% 0.4
Cox Capital Management
5116
Cox Capital Management
Massachusetts
$138M -$8.95M -6% 6.94% 106% 69 1.45% 3.3
Harbor Group
5117
Harbor Group
New Hampshire
$138M +$1.49M +1% 3.96% 43% 55 16.36% 1.3
Carrhae Capital
5118
Carrhae Capital
United Kingdom
$137M +$18.9M +16% 6.33% 182% 23 56.52% 0.6
Q3 Asset Management
5119
Q3 Asset Management
Michigan
$137M +$5.36M +4% 1.25% 96.2% 63 71.43% 0.3
Mad River Investors
5120
Mad River Investors
Massachusetts
$137M +$9.41M +7% 9.29% 225% 27 3.7% 3.9
Cordant Inc
5121
Cordant Inc
Oregon
$137M -$6.07M -4% 6.94% 47% 70 24.29% 1.9
MBE Wealth Management
5122
MBE Wealth Management
Wisconsin
$137M -$6.27M -4% 5.34% 60.9% 64 12.5% 1.8
Opal Wealth Advisors
5123
Opal Wealth Advisors
New York
$137M -$14.2M -9% 3.74% 62.3% 120 24.17% 1.1
GPC
5124
Guardian Point Capital
Virginia
$137M -$45.1M -25% 0.42% 142% 11 18.18% 2.2
Lloyd Advisory Services
5125
Lloyd Advisory Services
Georgia
$137M +$8.54M +7% 4.13% 47.7% 80 65% 1.3