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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)
CBCM
5451
Cook & Bynum Capital Management
Alabama
$123M +$6.95M +6% 5.57% 46.8% 5 0% 3.7
YSP
5452
Yarra Square Partners
New York
$123M +$6.45M +6% 15% 55.9% 18 16.67% 0.2
LR
5453
Library Research
Hong Kong
$123M -$21.2M -15% 13.1% 22.4% 6 0% 0.3
PWM
5454
PBMares Wealth Management
Virginia
$122M +$35.5M +41% 7.44% 67.7% 144 15.97% 0.9
FCM
5455
Fairbanks Capital Management
California
$122M +$10.7M +10% 31.4% 81.3% 54 11.11% 2.3
AWM
5456
Activest Wealth Management
Florida
$122M – – 3.68% 117% 302 – 0
AFA
5457
AllGen Financial Advisors
Florida
$122M +$14.5M +13% 0.47% 39.7% 35 11.43% 0.2
Alphadyne Asset Management
5458
Alphadyne Asset Management
New York
$122M -$61.3M -33% 12.2% 158% 9 77.78% 0.1
PM
5459
Prosight Management
Texas
$122M -$94.3M -44% 16.3% 39.5% 56 58.93% 0.7
GBI
5460
GP Brinson Investments
Illinois
$122M – – 7.79% 51.2% 16 – 0
LA
5461
Latitude Advisors
Florida
$122M +$9.18M +8% 5.24% 72% 172 28.49% 0.2
BI
5462
BCBSM Inc
Minnesota
$122M +$79.6M +188% 0.02% – 1 0% 1.3
SL
5463
Stevard LLC
Illinois
$122M -$173M -59% 0.66% – 72 40.28% 1
LFGH
5464
Lee Financial Group Hawaii
Hawaii
$122M +$3.21M +3% 2.41% 12.9% 44 40.91% 1.2
RVM
5465
Robinson Value Management
Texas
$122M +$16.7M +16% 13.4% 70.8% 68 8.82% 2.5
TCM
5466
Taal Capital Management
Massachusetts
$122M +$7K +0% 7.72% – 48 70.83% 0.2
KCM
5467
Kennicott Capital Management
California
$121M – – 4.07% 98% 46 – 0
OF
5468
Outfitter Financial
Maine
$121M +$17.8M +17% 11.2% 95.9% 100 10% 0.2
PP
5469
Pacifica Partners
Canada
$121M +$17.6M +17% 8.25% 127% 445 19.1% 0.9
ICM
5470
Islay Capital Management
Texas
$121M +$10.4M +9% 8.53% 66.3% 336 37.2% 0.8
UMC
5471
United Maritime Capital
New York
$121M +$5.61M +5% 18.8% – 113 44.25% 0.2
FFA
5472
Freedman Financial Associates
Massachusetts
$121M +$9.71M +9% 7.95% – 503 6.36% 0.2
CWA
5473
Choice Wealth Advisors
Maine
$121M +$10.3M +9% 4.71% 60.3% 25 20% 0.2
FLSMF
5474
Fundsmith Long/Short Master Fund
Cayman Islands
$121M -$1.19M -1% 1.27% – 29 0% 0.3
RFP
5475
Roth Financial Partners
Texas
$121M +$19.9M +20% 7.46% 61% 24 20.83% 0.2