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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)
Van Leeuwen & Company
5201
Van Leeuwen & Company
New Jersey
$161M +$1.19M +0.7% 0.69% 75.4% 88 22.73% 2
Parus Finance (UK)
5202
Parus Finance (UK)
United Kingdom
$160M -$81.1M -34% 0.06% 199% 28 10.71% 3.8
Union Savings Bank
5203
Union Savings Bank
Connecticut
$160M -$7.08M -4% 2.85% – 302 5.96% 0.2
Brookmont Capital Management
5204
Brookmont Capital Management
Texas
$160M -$5.51M -3% 2.46% 32.2% 51 7.84% 6.6
BCK Partners
5205
BCK Partners
New York
$160M +$452K +0.3% 3.38% 46% 28 10.71% 2.1
Wealth Management Partners
5206
Wealth Management Partners
Arizona
$160M +$1.25M +0.8% 3.02% 194% 122 12.3% 1.9
WA1
5207
Wimmer Associates 1
California
$160M -$5.99M -4% 2.12% 78.9% 106 0.94% 6
Altman Advisors
5208
Altman Advisors
Illinois
$160M – – 1.61% 127% 91 – 2.1
Gallacher Capital Management
5209
Gallacher Capital Management
Colorado
$160M -$13M -8% 3.56% 82.8% 285 34.39% 0.5
King Street Capital Management
5210
King Street Capital Management
New York
$160M -$30.9M -16% 0.12% 140% 14 42.86% 0.6
Sitrin Capital Management
5211
Sitrin Capital Management
California
$160M -$17.9M -10% 0.04% 139% 39 5.13% 3.5
Independent Family Office
5212
Independent Family Office
New York
$160M -$4.99M -3% 3.69% 68.4% 73 15.07% 2.5
Baugh & Associates
5213
Baugh & Associates
Georgia
$160M -$6.2M -4% 4.4% 98.8% 43 11.63% 4.4
Roth Financial Partners
5214
Roth Financial Partners
Texas
$160M +$372K +0.2% 4.03% 61% 27 11.11% 2.1
Kinloch Capital
5215
Kinloch Capital
Virginia
$160M -$8.14M -5% 4.61% 63.4% 72 15.28% 2
Invus Financial Advisors
5216
Invus Financial Advisors
New York
$160M -$27.4M -15% 3.38% 29.5% 8 0% 2.4
MI
5217
Moneywise Inc
Virginia
$159M -$1.83M -1% 2.95% 60.8% 51 5.88% 3.6
Greenfield Savings Bank
5218
Greenfield Savings Bank
Massachusetts
$159M +$11.7M +8% 2.6% 108% 149 14.09% 1
First City Capital Management
5219
First City Capital Management
Georgia
$159M -$10.1M -6% 2.63% 86.4% 172 7.56% 5.8
Sterling Financial Group
5220
Sterling Financial Group
California
$159M +$8.43M +6% 3.24% 49.6% 65 13.85% 0.5
MVM Partners
5221
MVM Partners
Massachusetts
$159M -$57.7M -27% 25.6% 77.3% 3 0% 0.8
Miller Value Partners
5222
Miller Value Partners
Florida
$159M +$7.08M +5% 5.6% 133% 50 16% 1.7
Trellis Wealth Advisors
5223
Trellis Wealth Advisors
California
$159M +$8.51M +6% 3.02% 62.2% 36 16.67% 0.6
E Fund Management (HK)
5224
E Fund Management (HK)
Hong Kong
$159M +$24.6M +18% 15.2% 163% 52 40.38% 1.2
Moneda SA Administradora General de Fondos
5225
Moneda SA Administradora General de Fondos
Chile
$159M +$19.4M +14% 3.7% 34.5% 30 20% 2.3