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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)
Highlander Partners
6076
Highlander Partners
Texas
$150M +$6.05M +4% 2.65% 241% 41 7.32% 1.1
Philip James Wealth Mangement
6077
Philip James Wealth Mangement
Georgia
$150M +$9.07M +6% 1.48% – 84 21.43% 0.4
SPI
6078
Sutton Place Investors
New York
$150M -$51.8M -26% 2.99% 84% 156 28.85% 1
WF
6079
Williams Financial
Vermont
$150M -$26.6K -0% 0.74% 33.1% 20 20% 1.1
Ravenstone Capital Management
6080
Ravenstone Capital Management
$150M -$172K -0.1% 1.95% 63% 36 8.33% 2.4
Godshalk Welsh Capital Management
6081
Godshalk Welsh Capital Management
Pennsylvania
$150M +$1.17M +0.8% 3.16% 61.1% 125 8% 6.3
MA
6082
Minerva Advisors
Pennsylvania
$150M -$13.3M -8% 0.12% 166% 60 6.67% 7.2
Soapstone Management
6083
Soapstone Management
Maryland
$150M -$29.3M -16% 8.4% 30.3% 19 21.05% 2.5
Antara Capital
6084
Antara Capital
New York
$150M -$20.2M -12% 14.1% 39.8% 45 51.11% 1.2
Northern Capital Management (Washington)
6085
Northern Capital Management (Washington)
Washington
$150M +$6.52M +5% 4.84% 80% 41 14.63% 2.3
Sivia Capital Partners
6086
Sivia Capital Partners
California
$150M +$2.38M +2% 7% – 213 20.19% 0.4
Quarry Hill Advisors
6087
Quarry Hill Advisors
Minnesota
$149M +$13.6M +10% 0.61% 62.5% 46 4.35% 1.4
William Allan Corp
6088
William Allan Corp
Colorado
$149M -$1.08M -0.7% 0.82% 94.2% 53 11.32% 2
Diamant Asset Management
6089
Diamant Asset Management
Connecticut
$149M +$5.43M +4% 5.65% 66.9% 74 4.05% 4.9
Tranquilli Financial Advisor
6090
Tranquilli Financial Advisor
New Jersey
$149M -$581K -0.4% 1.12% 55.1% 111 6.31% 1.7
C.M. Bidwell & Associates
6091
C.M. Bidwell & Associates
Hawaii
$149M +$2.46M +2% 1.53% 70.6% 537 22.16% 2.7
VFG
6092
V2 Financial group
Illinois
$149M +$2.71M +2% 0.35% 63.3% 82 13.41% 2.2
Mad River Investors
6093
Mad River Investors
Massachusetts
$149M +$5.19M +4% 11.9% 225% 27 0% 3.8
Members Wealth
6094
Members Wealth
Pennsylvania
$149M – – 2.67% – 108 – 0
BCM
6095
BluePointe Capital Management
California
$149M +$3.42M +2% 3.94% – 88 3.41% 0.5
Palouse Capital Management
6096
Palouse Capital Management
Washington
$149M -$2.48M -2% 0.07% 67.8% 156 32.05% 2.1
Massachusetts Wealth Management
6097
Massachusetts Wealth Management
Massachusetts
$149M +$7.06M +5% 0.96% 110% 95 6.32% 1.3
Investments & Financial Planning LLC
6098
Investments & Financial Planning LLC
Kentucky
$149M +$3.03M +2% 1.39% 63.6% 34 5.88% 2.2
SMP
6099
Santa Monica Partners
Florida
$149M +$4.27M +3% 5.19% 135% 16 0% 5.8
FNY Investment Advisers
6100
FNY Investment Advisers
New York
$149M -$5.3M -3% 0.5% 386% 918 71.02% 0.6