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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)
Blueprint Investment Partners
5551
Blueprint Investment Partners
North Carolina
$125M -$3.41M -3% 6.64% 90.8% 79 20.25% 0.8
Rosenthal Henry Capital Advisors
5552
Rosenthal Henry Capital Advisors
Indiana
$124M +$622K +0.5% 0.57% 91.9% 61 27.87% 2.3
First Reserve GP XIII
5553
First Reserve GP XIII
Connecticut
$124M +$24.6M +25% 24.6% 5.56% 1 0% 3.5
Eagle Bay Advisors
5554
Eagle Bay Advisors
New York
$124M – – 6.52% 85% 960 – 0
Pinion Investment Advisors
5555
Pinion Investment Advisors
Kansas
$124M +$16.2M +15% 6.79% 75.4% 150 8.67% 1.7
Palladiem
5556
Palladiem
Pennsylvania
$124M +$9.21M +8% 5% – 63 12.7% 1.5
Addison Advisors
5557
Addison Advisors
Vermont
$124M – – 4.99% 50.2% 411 – 0.4
WAM
5558
Werlinich Asset Management
Connecticut
$124M +$9.9M +9% 10.8% 232% 56 3.57% 0.2
Islay Capital Management
5559
Islay Capital Management
Texas
$124M +$2.36M +2% 5.91% 72% 324 28.4% 0.9
Gitterman Wealth Management
5560
Gitterman Wealth Management
New Jersey
$123M -$31.6M -20% 4.49% 33% 86 34.88% 0.2
Capital CS Group
5561
Capital CS Group
California
$123M +$21.1M +21% 15.5% 22.5% 111 73.87% 0.2
Ponoi II Management
5562
Ponoi II Management
California
$123M -$7.18M -5% 6.54% – 5 0% 0.5
Indie Asset Partners
5563
Indie Asset Partners
Indiana
$123M +$35.5M +40% 6.95% 119% 132 12.88% 0.9
Divergent Planning
5564
Divergent Planning
Maryland
$123M +$6.17M +5% 6.39% 43.3% 19 26.32% 0.4
McClarren Financial Advisors
5565
McClarren Financial Advisors
Pennsylvania
$123M +$11.5M +10% 5.45% 63% 359 22.56% 0.4
Lokken Investment Group
5566
Lokken Investment Group
Delaware
$123M +$9.8M +9% 5.98% 65.3% 118 10.17% 0.4
WF
5567
Williams Financial
Vermont
$123M +$7.24M +6% 3.82% 33.1% 52 15.38% 0.3
Financial Management Concepts
5568
Financial Management Concepts
Florida
$123M +$12M +11% 7.25% – 31 25.81% 0.4
Robinson Value Management
5569
Robinson Value Management
Texas
$123M +$902K +0.7% 2.77% 79.3% 72 16.67% 2.5
Triune Financial Partners
5570
Triune Financial Partners
Kansas
$123M – – 2% 61.6% 22 – 0
STC
5571
Sarah T. Connolly
$122M +$10M +9% 7.57% 35% 93 5.38% 0.5
Ampfield Management
5572
Ampfield Management
New York
$122M +$4.29M +4% 7.16% 56.9% 29 72.41% 0.1
TCM
5573
Taal Capital Management
Massachusetts
$122M +$374K +0.3% 4.13% – 50 40% 0.5
Verger Capital Management
5574
Verger Capital Management
North Carolina
$122M +$5.8M +5% 5.24% 58.3% 12 0% 4.9
Nierenberg Investment Management Company
5575
Nierenberg Investment Management Company
Washington
$122M -$6.45M -5% 3.04% 135% 42 35.71% 0.5