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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)
PFS Partners
5876
PFS Partners
New Jersey
$247M +$28.8M +13% 18.7% 65.2% 614 6.35% 2.6
Fairfield University
5877
Fairfield University
Connecticut
$247M +$47.4M +24% 14.3% 61.9% 4 0% 6.7
DFS
5878
Dixon Fnancial Services
California
$247M +$24.2M +11% 13.2% 76.6% 48 8.33% 2.4
Blue Square Asset Management
5879
Blue Square Asset Management
New York
$247M +$36.2M +17% 19.1% 104% 78 15.38% 2.5
Tribune Investment Group
5880
Tribune Investment Group
New York
$247M -$14.4M -6% 44.4% – 51 74.51% 0.2
Garrison Point Advisors
5881
Garrison Point Advisors
California
$247M +$27.4M +12% 14.8% 81.5% 179 7.82% 4.8
TTP Investments
5882
TTP Investments
California
$247M +$6.62M +3% 43.6% 197% 47 61.7% 1.7
ASBI
5883
American State Bank (Iowa)
Iowa
$247M +$38.3M +18% 31.8% 138% 147 12.93% 4.3
Archon Capital Management
5884
Archon Capital Management
Washington
$246M +$69.1M +39% 50.6% 222% 56 42.86% 1
Unison Asset Management
5885
Unison Asset Management
Florida
$246M +$27.5M +13% 11.4% 81.4% 32 0% 3.7
Applied Capital LLC
5886
Applied Capital LLC
Florida
$246M +$34.4M +16% 8.99% 78.3% 96 7.29% 2.5
Midwest Capital Advisors
5887
Midwest Capital Advisors
Michigan
$246M +$32.2M +15% 15.1% – 227 19.82% 1.1
Murphy Middleton Hinkle & Parker
5888
Murphy Middleton Hinkle & Parker
Georgia
$246M +$30.4M +14% 12.7% 66.8% 141 6.38% 2.2
NAMNJ
5889
NorthStar Asset Management (New Jersey)
New Jersey
$246M +$38.9M +19% 18% – 110 16.36% 1.8
Steinberganna Wealth Management
5890
Steinberganna Wealth Management
New York
$246M +$37.8M +18% 22.6% – 151 20.53% 0.6
Taylor Securities Services
5891
Taylor Securities Services
Pennsylvania
$246M +$31.7M +15% 12.1% – 64 15.63% 0.4
Postrock Partners
5892
Postrock Partners
Oregon
$246M +$29.8M +14% 22% – 85 11.76% 1.4
Socha Financial Group
5893
Socha Financial Group
New York
$246M +$48.7M +25% 24.5% 81.5% 14 0% 2.6
Warburton Capital Management
5894
Warburton Capital Management
Oklahoma
$246M +$40.8M +20% 15.2% – 83 27.71% 1
Kieckhefer Group
5895
Kieckhefer Group
Wisconsin
$246M +$34.1M +16% 27% – 67 16.42% 1
LFC
5896
LCC Family Corp
$246M -$46M -16% 10.6% – 1 0% 1
Fire Capital Management
5897
Fire Capital Management
California
$246M +$32.1M +15% 16.9% – 125 16% 1.1
P2 Capital Partners
5898
P2 Capital Partners
New York
$246M +$35.6M +17% 16% 7.96% 12 16.67% 3
WAM
5899
Westport Asset Management
Connecticut
$245M +$19M +8% 9.95% 64.2% 80 2.5% 7.1
Beaton Management Company
5900
Beaton Management Company
Massachusetts
$245M +$20.9M +9% 16.1% 95.9% 159 9.43% 5.7