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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)
CVA
5801
Central Valley Advisors
California
$177M -$57M -24% 6.38% 77.8% 173 46.24% 0.5
Concorde Asset Management
5802
Concorde Asset Management
Michigan
$177M +$14.9M +9% 5.71% – 189 21.69% 1.8
Miller Value Partners
5803
Miller Value Partners
Florida
$177M +$20.6M +13% 9.57% 133% 30 6.67% 2.6
CMG Global Holdings
5804
CMG Global Holdings
Texas
$177M +$25.9M +17% 6.19% 80.8% 100 14% 2.7
Delphi Financial Group
5805
Delphi Financial Group
Delaware
$177M -$604K -0.3% 3.79% 66.3% 25 24% 2.2
Ivy Lane Capital Management
5806
Ivy Lane Capital Management
Florida
$177M +$4.87M +3% 6.88% 101% 14 28.57% 1.6
FMB Wealth Management
5807
FMB Wealth Management
California
$177M +$45.4M +35% 5.71% 71.1% 76 10.53% 1.3
PFS Partners
5808
PFS Partners
New Jersey
$177M +$16.3M +10% 6.28% 65.2% 463 8.21% 2
LA
5809
Latitude Advisors
Florida
$177M +$13M +8% 6.21% 79.6% 199 15.08% 2.1
Granite FO LLC
5810
Granite FO LLC
New Hampshire
$177M +$20.2M +13% 6.42% 112% 187 74.33% 0.4
iSAM Funds (UK)
5811
iSAM Funds (UK)
United Kingdom
$177M +$43.1M +32% 9.95% 53.7% 411 77.37% 0.1
Hardin Capital Partners
5812
Hardin Capital Partners
South Carolina
$177M +$23.3M +15% 14.9% – 121 9.92% 0.2
von Borstel & Associates
5813
von Borstel & Associates
Oregon
$177M – – 5.92% – 36 – 0
Nierenberg Investment Management Company
5814
Nierenberg Investment Management Company
Washington
$176M -$2.28M -1% 8.88% 135% 63 30.16% 1.3
PACK Private Wealth
5815
PACK Private Wealth
Minnesota
$176M +$15.5M +10% 8.19% 52.8% 43 4.65% 2.3
Brendel Financial Advisors
5816
Brendel Financial Advisors
New Hampshire
$176M +$19.1M +12% 13% 126% 100 18% 1.3
Dover Advisors
5817
Dover Advisors
Virginia
$176M +$14.5M +9% 7.13% 65% 137 10.95% 1.1
Western Financial Corp
5818
Western Financial Corp
California
$176M +$10.7M +6% 6.74% 275% 132 21.21% 1.5
NVP Associates
5819
NVP Associates
California
$176M +$84.9M +93% 2.61% 953% 8 25% 1.3
Whitford Management
5820
Whitford Management
New York
$176M +$4.13M +2% 4.63% 76.2% 18 22.22% 0.9
Orleans Capital Management
5821
Orleans Capital Management
Louisiana
$176M +$18.7M +12% 7.22% 94.6% 100 30% 2.7
AllSquare Wealth Management
5822
AllSquare Wealth Management
New York
$176M +$9.39M +6% 5.51% 62.4% 550 3.82% 5.3
Mittelman Wealth Management
5823
Mittelman Wealth Management
Massachusetts
$176M +$21.7M +14% 7.43% – 74 64.86% 0.4
Triton Wealth Management
5824
Triton Wealth Management
Arizona
$176M +$4.83M +3% 4.92% – 90 7.78% 2.7
Prairie Sky Financial Group
5825
Prairie Sky Financial Group
Illinois
$176M +$14.9M +9% 6.76% – 86 13.95% 1