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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)
Caldwell Sutter Capital
5526
Caldwell Sutter Capital
California
$234M +$15.8M +7% 6.22% 79.5% 896 7.14% 2.2
MBA Advisors
5527
MBA Advisors
Pennsylvania
$234M +$17.4M +8% 6.33% 66.1% 144 8.33% 3
Abbot Financial Management
5528
Abbot Financial Management
Massachusetts
$234M +$17.3M +8% 9.52% 102% 135 5.19% 5.3
Ewing Morris & Co Investment Partners
5529
Ewing Morris & Co Investment Partners
Ontario, Canada
$234M +$11.1M +5% 6.25% 63.5% 118 40.68% 0.7
Nierenberg Investment Management Company
5530
Nierenberg Investment Management Company
Washington
$234M +$45.8M +24% 21.3% 135% 56 19.64% 1.5
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
5531
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$234M +$86.5M +59% 5.28% – 2 0% 0.5
PHM
5532
Prospect Hill Management
New Jersey
$234M +$40.2M +21% 23.2% 85.1% 15 6.67% 4.2
Burford Brothers
5533
Burford Brothers
Texas
$234M +$16M +7% 9.87% 97.4% 171 8.19% 1.4
Wrenne Financial Planning
5534
Wrenne Financial Planning
Kentucky
$234M +$20.1M +9% 6.86% 54.3% 50 8% 1.3
Mad River Investors
5535
Mad River Investors
Massachusetts
$234M +$10.5M +5% 3.37% 169% 42 47.62% 2.4
SimpliFi Inc
5536
SimpliFi Inc
California
$234M +$6.8M +3% 4% 27.9% 48 22.92% 3
HIC
5537
Harbor Island Capital
Massachusetts
$234M +$20.5M +10% 18.7% 218% 15 0% 6.7
TKG Advisors
5538
TKG Advisors
Indiana
$233M +$10.1M +5% 6.69% 116% 98 20.41% 1.9
Cherokee Insurance
5539
Cherokee Insurance
Michigan
$233M +$4.22M +2% 7.12% – 126 9.52% 0.7
Absolute Capital Management
5540
Absolute Capital Management
Pennsylvania
$233M +$34.4M +17% 7.36% 98.2% 143 30.07% 1.4
Gables Capital Management
5541
Gables Capital Management
Florida
$233M +$21.8M +10% 10.5% 173% 464 5.82% 4.4
Cable Car Capital
5542
Cable Car Capital
California
$233M -$78.6M -25% 15.5% – 99 55.56% 0.6
Choice Wealth Advisors
5543
Choice Wealth Advisors
Maine
$233M +$12M +5% 6.41% 60.3% 32 6.25% 2.3
Lancaster Investment Management
5544
Lancaster Investment Management
United Kingdom
$233M -$79.6M -25% 4.42% 0.78% 10 40% 1.3
Bayshore Asset Management
5545
Bayshore Asset Management
Florida
$233M +$14.4M +7% 7.4% 66.1% 42 9.52% 2.7
Mayfair Advisory Group
5546
Mayfair Advisory Group
Alabama
$233M +$21M +10% 7.75% 71.5% 193 11.4% 2.4
BFI Infinity
5547
BFI Infinity
Switzerland
$233M +$37.8M +19% 14.1% – 64 23.44% 0.5
Porter White Investment Advisors
5548
Porter White Investment Advisors
Alabama
$233M +$18.2M +8% 6.61% 58% 38 10.53% 2.3
Kessler Investment Group
5549
Kessler Investment Group
Indiana
$233M -$10.6M -4% 12.5% 251% 220 65.91% 2.8
Raelipskie Partnership
5550
Raelipskie Partnership
Ontario, Canada
$233M +$14.3M +7% 7.27% – 120 5.83% 1.5