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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)
Cascade Investment Advisors
5501
Cascade Investment Advisors
Oregon
$116M -$11M -9% 4.2% 71.4% 243 58.85% 3.8
Allie Family Office
5502
Allie Family Office
Florida
$116M -$7.07M -6% 7.62% 59% 77 7.79% 0.6
Fairfield University
5503
Fairfield University
Connecticut
$116M -$11.7M -9% 8.21% 61.9% 4 0% 5.4
McGinn Penninger Investment Management
5504
McGinn Penninger Investment Management
Virginia
$116M -$9.7M -8% 3.66% 51.9% 33 18.18% 1.6
Penbrook Management
5505
Penbrook Management
New York
$116M -$10.6M -8% 4.49% 107% 106 6.6% 4.9
XXEC Inc
5506
XXEC Inc
Oklahoma
$116M -$9.35M -7% 7.69% 19.3% 25 4% 1.5
New Perspectives Inc
5507
New Perspectives Inc
Mississippi
$116M -$6.62M -5% 4.68% – 23 13.04% 1.2
Bancreek Capital Management
5508
Bancreek Capital Management
California
$116M -$11.6M -9% 7.41% 33.6% 26 0% 0.7
Lokken Investment Group
5509
Lokken Investment Group
Delaware
$116M -$7.37M -6% 4.51% 65.3% 119 7.56% 1.4
CoreFirst Bank & Trust
5510
CoreFirst Bank & Trust
Kansas
$116M -$10.7M -8% 5.31% 61.4% 416 11.3% 1.5
Vaughan & Co Securities
5511
Vaughan & Co Securities
New Jersey
$116M -$8.92M -7% 6.37% 70.7% 54 14.81% 2
MMA Asset Management
5512
MMA Asset Management
Pennsylvania
$116M -$463K -0.4% 4.3% 54.3% 104 19.23% 1.2
Cruiser Capital Advisors
5513
Cruiser Capital Advisors
Connecticut
$116M -$7.66M -6% 6.88% 192% 73 12.33% 1.4
Old North State Trust
5514
Old North State Trust
North Carolina
$116M +$116M +105,720% 5.07% – 338 64.79% 1.1
EL
5515
EQ LLC
Washington
$116M -$11.3M -9% 5.88% 72.9% 50 4% 1.4
IronBridge Private Wealth
5516
IronBridge Private Wealth
Texas
$116M -$17.7M -13% 1.69% 122% 33 42.42% 1
Colorado Capital Management
5517
Colorado Capital Management
Colorado
$116M -$7.56M -6% 4.37% 60.4% 81 13.58% 5.3
Gould Capital
5518
Gould Capital
Washington
$116M -$8.67M -7% 5.91% 60.1% 240 14.17% 0.7
Pinnacle Financial Group
5519
Pinnacle Financial Group
Illinois
$116M -$1.76M -2% 7.07% 54.3% 64 12.5% 0.7
Pinnacle Family Advisors
5520
Pinnacle Family Advisors
Missouri
$115M -$6.99M -6% 0.44% 85.8% 91 20.88% 1.7
CNFG
5521
Creegan & Nassoura Financial Group
New Hampshire
$115M -$3.59M -3% 6.14% 52.6% 77 6.49% 5.1
ASBI
5522
American State Bank (Iowa)
Iowa
$115M -$10.8M -9% 6.25% 138% 323 7.43% 1.6
Frontier Asset Management
5523
Frontier Asset Management
Wyoming
$115M -$4.68M -4% 6.91% 51.8% 50 34% 0.5
FP
5524
Factorial Partners
New York
$115M -$7.86M -6% 4.85% 88.7% 100 19% 2.5
Parus Finance (UK)
5525
Parus Finance (UK)
United Kingdom
$115M -$53M -32% 6.71% 199% 28 3.57% 3.5