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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)
Beaton Management Company
5301
Beaton Management Company
Massachusetts
$158M +$9.9M +7% 6.62% 95.9% 132 5.3% 4.4
CCP
5302
Cunning Capital Partners
North Carolina
$158M +$11.2M +8% 7.53% 268% 95 78.95% 0
Ayrshire Capital Management
5303
Ayrshire Capital Management
Connecticut
$158M +$11.5M +8% 7.59% 84.8% 50 12% 2.8
IVC Wealth Advisors
5304
IVC Wealth Advisors
Pennsylvania
$158M +$16.8M +12% 6.3% 81.9% 165 16.97% 1.8
Kensington Investment Counsel
5305
Kensington Investment Counsel
California
$158M +$25.2M +19% 7.6% 81.9% 99 17.17% 1.9
HoldCo Asset Management
5306
HoldCo Asset Management
Florida
$158M -$24M -13% 17.9% – 22 13.64% 2
Eliot Finkel Investment Counsel
5307
Eliot Finkel Investment Counsel
California
$158M +$714K +0.5% 2.51% 88.9% 31 3.23% 4.2
Baron Wealth Management
5308
Baron Wealth Management
Michigan
$158M +$16.3M +12% 8.01% 86.8% 151 13.91% 0.4
Juniper Investment Company
5309
Juniper Investment Company
New York
$157M +$20.6M +15% 36.6% 358% 9 0% 3.2
First National Bank Sioux Falls
5310
First National Bank Sioux Falls
South Dakota
$157M +$13.1M +9% 4.32% 70.3% 116 6.9% 4
Range Financial Group
5311
Range Financial Group
Oregon
$157M +$4.58M +3% 6.47% 195% 185 29.19% 1.2
Arbor Trust Wealth Advisors
5312
Arbor Trust Wealth Advisors
Michigan
$157M +$5.12M +3% 5.67% 63.8% 104 14.42% 2.8
Enterprise Financial Services Corp (EFSC)
5313
Enterprise Financial Services Corp (EFSC)
Missouri
$157M +$4.14M +3% 5.25% 100% 166 7.23% 7
SummerHaven Investment Management
5314
SummerHaven Investment Management
Connecticut
$157M -$14.4M -8% 13.9% 150% 197 0.51% 1.4
ZCM
5315
Zenyatta Capital Management
Delaware
$157M +$64.2M +69% 2.08% – 38 55.26% 0.5
Sterling Investment Advisors (Missouri)
5316
Sterling Investment Advisors (Missouri)
Missouri
$157M +$2.67M +2% 2.37% 37.8% 29 6.9% 5.8
Piershale Financial Group
5317
Piershale Financial Group
Illinois
$157M +$30.1M +24% 2.99% 82% 306 15.03% 0.6
Kathleen S. Wright Associates
5318
Kathleen S. Wright Associates
Pennsylvania
$157M +$4.57M +3% 4.6% 66% 173 9.25% 1.2
626 Financial
5319
626 Financial
Michigan
$157M +$5.66M +4% 6.94% 71.3% 120 9.17% 1.7
EP
5320
Elkhorn Partners
Nebraska
$157M +$5.43M +4% 3.21% 32.2% 52 19.23% 4.2
One Plus One Wealth Management
5321
One Plus One Wealth Management
Florida
$157M +$15.5M +11% 0.19% 71.9% 97 17.53% 1.4
Horizon Bancorp
5322
Horizon Bancorp
Indiana
$157M -$353K -0.2% 0.86% 33.4% 255 35.29% 1.8
Nan Fung Group Holdings
5323
Nan Fung Group Holdings
Hong Kong
$156M +$9.5M +6% 13.5% 281% 49 22.45% 1.2
Castellan Group
5324
Castellan Group
Kentucky
$156M +$10.1M +7% 14% 184% 66 21.21% 1.3
SVG
5325
Sun Valley Gold
Idaho
$156M -$3.6M -2% 11.3% 160% 13 38.46% 2.8