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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)
KCM
5326
Kempner Capital Management
Texas
$179M +$12.7M +8% 8.8% 60.9% 59 11.86% 4.4
Applied Capital
5327
Applied Capital
Arkansas
$179M +$15.8M +10% 9.85% 52.6% 44 22.73% 1.5
MGM
5328
Miura Global Management
New York
$179M +$32.6M +22% 17% 375% 26 38.46% 1.5
PCM
5329
Perritt Capital Management
Illinois
$179M +$5.99M +3% 9.7% 80.9% 360 18.89% 2.8
Five Oceans Advisors
5330
Five Oceans Advisors
California
$179M +$22.8M +15% 9.75% 85.3% 174 15.52% 1.5
Warther Private Wealth
5331
Warther Private Wealth
Ohio
$179M +$28.1M +19% 16.4% 94.1% 66 40.91% 1.5
Brookmont Capital Management
5332
Brookmont Capital Management
Texas
$179M +$18.2M +11% 11.6% 32.2% 50 4% 6.8
Alan N. Hoffman Investment Management
5333
Alan N. Hoffman Investment Management
Massachusetts
$179M +$23.4M +15% 15% 114% 14 7.14% 2.2
HC Advisors
5334
HC Advisors
Georgia
$179M +$10.3M +6% 10% 63.5% 90 11.11% 2.4
SLA
5335
Silver Lake Advisory
Utah
$178M +$16.3M +10% 7.4% 76.7% 54 1.85% 6.3
Rockingstone Advisors
5336
Rockingstone Advisors
Massachusetts
$178M -$2.48M -1% 9.72% 114% 121 17.36% 0.9
KA
5337
Kailix Advisors
Florida
$178M -$28.3M -14% 1.19% 16.3% 9 33.33% 0.9
Kercheville Advisors
5338
Kercheville Advisors
Texas
$178M +$20.4M +13% 13.5% 261% 83 13.25% 2
Grunden Financial Advisory
5339
Grunden Financial Advisory
Texas
$178M – – 8.88% – 25 – 0
Sterling Wealth Management
5340
Sterling Wealth Management
Illinois
$178M – – 9.19% – 93 – 0
Compass Financial Group (Florida)
5341
Compass Financial Group (Florida)
Florida
$178M +$13.1M +8% 7.64% 47.5% 36 19.44% 3.3
Acuta Capital Partners
5342
Acuta Capital Partners
California
$178M +$28.4M +19% 56.2% 7,269% 58 53.45% 0.8
MFC
5343
Mechanics Financial Corp
Ohio
$178M -$4.17M -2% 9.75% 82.7% 221 5.43% 1.9
Tieton Capital Management
5344
Tieton Capital Management
Washington
$178M +$18.9M +12% 14.5% 172% 37 10.81% 4.2
Warner Financial
5345
Warner Financial
Maryland
$177M +$26.8M +18% 10.4% 69.2% 102 10.78% 1.6
MAS
5346
Madden Advisory Services
Florida
$177M +$19.4M +12% 9.68% 52.3% 94 18.09% 4.9
WA1
5347
Wimmer Associates 1
California
$177M +$17.1M +11% 10.5% 78.9% 109 3.67% 6
Pragma Gestao de Patrimonio
5348
Pragma Gestao de Patrimonio
Brazil
$177M +$11.8M +7% 16% 75.2% 24 12.5% 1.5
BCFD
5349
Boit C.F. David
$177M +$30.9M +21% 8.39% 84.2% 133 21.8% 1.9
Lokken Investment Group
5350
Lokken Investment Group
Delaware
$177M +$24.3M +16% 9.79% 65.3% 148 16.22% 1.8