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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)
Thomas H. Lee (THL) Partners
5176
Thomas H. Lee (THL) Partners
Massachusetts
$209M -$1.01B -83% 7.77% 37.2% 2 50% 3.8
Juniper Investment Company
5177
Juniper Investment Company
New York
$209M +$7.61M +4% 6.04% 358% 12 16.67% 2.8
Hillman Company
5178
Hillman Company
Pennsylvania
$209M -$5.75M -3% 3.42% 134% 13 15.38% 2
NERM
5179
New England Research & Management
Illinois
$208M +$4.43M +2% 0.26% 65% 182 23.08% 3.5
Altus Wealth Management
5180
Altus Wealth Management
Kentucky
$208M +$18M +9% 3.29% 73% 42 2.38% 2.7
Foresight Global Investors
5181
Foresight Global Investors
New York
$208M +$4.9M +2% 1.73% 69.9% 46 26.09% 0.8
BKM Wealth Management
5182
BKM Wealth Management
Wisconsin
$208M -$24.6M -11% 0.08% 69.6% 201 33.33% 0.5
AA
5183
Alta Advisers
United Kingdom
$208M +$6.21M +3% 4.04% 114% 402 3.23% 1.7
CNB Bank
5184
CNB Bank
Pennsylvania
$208M +$2.81M +1% 4.62% 91.6% 530 10.38% 3.7
Alpha Financial Advisors
5185
Alpha Financial Advisors
North Carolina
$208M -$4.29M -2% 1.1% 41.6% 45 8.89% 1.2
Crestmont Private Wealth
5186
Crestmont Private Wealth
Texas
$208M +$6M +3% 1.88% 54.8% 89 39.33% 0.9
Pettee Investors
5187
Pettee Investors
Connecticut
$207M -$28.9M -12% 0.59% 96.1% 119 4.2% 6.6
Findell Capital Management
5188
Findell Capital Management
New York
$207M +$16.6M +9% 8.73% – 23 39.13% 0.3
One Degree Advisors
5189
One Degree Advisors
California
$207M +$6.48M +3% 0.78% – 55 10.91% 0.5
Bull Street Advisors
5190
Bull Street Advisors
Georgia
$207M -$1.64M -0.8% 0.9% 48.5% 94 5.32% 4.4
Gainplan
5191
Gainplan
Michigan
$207M +$277K +0.1% 3.29% 103% 82 40.24% 1.4
Eads & Heald Wealth Management
5192
Eads & Heald Wealth Management
Georgia
$207M -$7.46M -3% 0.92% 84.4% 147 4.08% 7.3
Gen-Wealth Partners
5193
Gen-Wealth Partners
Michigan
$207M +$5.27M +3% 0.69% – 690 14.93% 0.2
Planned Solutions
5194
Planned Solutions
California
$207M +$2.76M +1% 0.75% 68.3% 112 16.96% 2.2
SC
5195
Slotnik Capital
Texas
$206M +$43.7M +27% 11.7% – 29 75.86% 0.1
Summa Corp
5196
Summa Corp
Texas
$206M +$23.2M +13% 18.1% – 62 8.06% 0.5
Decatur Capital Management
5197
Decatur Capital Management
Georgia
$206M +$22.3M +12% 11.5% 135% 51 11.76% 3.9
Smith Shellnut Wilson
5198
Smith Shellnut Wilson
Mississippi
$206M +$17.4M +9% 6.97% 98.6% 146 15.07% 4.5
Anfield Capital Management
5199
Anfield Capital Management
California
$206M -$1.54M -0.7% 3.45% 65.3% 546 62.82% 0.3
American Trust Investment Advisors
5200
American Trust Investment Advisors
New Hampshire
$206M -$4M -2% 1.19% 91% 89 8.99% 3.8