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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)
Sandbar Asset Management
5251
Sandbar Asset Management
United Kingdom
$167M -$33.6M -17% 0.39% 128% 73 57.53% 0.7
AllSquare Wealth Management
5252
AllSquare Wealth Management
New York
$167M -$5.18M -3% 3.21% 62.4% 543 10.31% 3.7
Sterneck Capital Management
5253
Sterneck Capital Management
Missouri
$167M -$2.51M -1% 3.88% 61.5% 112 13.39% 3.7
Brookmont Capital Management
5254
Brookmont Capital Management
Texas
$167M -$22.6M -12% 9.16% 32.2% 61 6.56% 5.1
Signet Investment Advisory Group
5255
Signet Investment Advisory Group
Rhode Island
$166M -$9.6M -5% 1.12% 59.6% 86 3.49% 2.4
Orion Capital Management
5256
Orion Capital Management
California
$166M -$9.8M -6% 6.07% 75.3% 428 17.52% 0.9
SIP
5257
Scott Investment Partners
United Kingdom
$166M +$6.05M +4% 1.74% 44% 44 0% 1.2
Crestwood Capital Management
5258
Crestwood Capital Management
New York
$166M -$57.2M -26% 15.6% 203% 25 32% 2.4
Red Cedar Capital
5259
Red Cedar Capital
Nebraska
$166M -$9.45M -5% 3.61% 43% 177 6.21% 3.1
Bennett Selby Investments
5260
Bennett Selby Investments
Maine
$166M -$7.14M -4% 8.82% 82.1% 70 27.14% 1
Michael & Susan Dell Foundation
5261
Michael & Susan Dell Foundation
New York
$166M +$27.4M +20% 9.71% 238% 5 40% 0.9
J.H. Whitney Equity Partners VII
5262
J.H. Whitney Equity Partners VII
Connecticut
$166M -$194M -54% 53.9% 407% 1 0% 0.3
DB Wealth Management Group
5263
DB Wealth Management Group
California
$166M -$3.14M -2% 4.09% 19% 402 32.84% 1
Thrive Capital Management (Pennsylvania)
5264
Thrive Capital Management (Pennsylvania)
Pennsylvania
$166M +$12.2M +8% 4.39% 65.3% 119 33.61% 0.8
Mountain Lake Investment Management
5265
Mountain Lake Investment Management
Florida
$166M -$43.5M -21% 36.4% 64% 30 30% 1.7
Norris Financial Group
5266
Norris Financial Group
South Carolina
$166M -$113K -0.1% 2.19% 142% 109 44.04% 0.9
G2VP I Associates
5267
G2VP I Associates
California
$166M -$13.6M -8% 7.57% – 1 0% 0.3
City State Bank
5268
City State Bank
Iowa
$166M +$3.26M +2% 1.47% 79.1% 718 12.95% 0.2
Texas Capital Bancshares
5269
Texas Capital Bancshares
Texas
$165M -$1.77M -1% 3.91% 175% 91 17.58% 2.1
SSCM
5270
Summit Street Capital Management
New York
$165M +$4.95M +3% 3.25% 217% 32 3.13% 3.7
First National Bank of South Miami
5271
First National Bank of South Miami
Florida
$165M +$6K +0% 3.63% 35.2% 361 5.26% 2.3
TPG Financial Advisors
5272
TPG Financial Advisors
Oregon
$165M +$2.01M +1% 4.9% – 38 2.63% 2.3
Lighthouse Investment Partners
5273
Lighthouse Investment Partners
Florida
$165M +$25.1M +18% 7.29% 96.2% 67 74.63% 0.1
Field & Main Bank
5274
Field & Main Bank
Kentucky
$165M -$8.19M -5% 2.67% 107% 236 5.93% 4.8
Solas Capital Management
5275
Solas Capital Management
Connecticut
$165M +$24.9M +18% 2.34% 62.5% 31 48.39% 1