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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)
Mader & Shannon Wealth Management
6176
Mader & Shannon Wealth Management
Missouri
$204M $0 0% 4.02% 62.5% 23 0% 3
Birchcreek Wealth Management
6177
Birchcreek Wealth Management
Ohio
$204M +$10.1M +5% 2.29% 80.7% 122 13.11% 3.4
Trustees of The University of Pennsylvania
6178
Trustees of The University of Pennsylvania
Pennsylvania
$204M – – 15.1% – 3 – 2.1
Crestview Partners III
6179
Crestview Partners III
New York
$204M -$149M -42% 7.65% 51.2% 3 33.33% 2.8
Millbank Dartmoor Portsmouth
6180
Millbank Dartmoor Portsmouth
North Carolina
$203M – – 2.36% – 1 – 0
William Marsh Rice University
6181
William Marsh Rice University
Texas
$203M +$57.5M +39% 1.94% 1.81% 2 0% 5
Brooks Moore & Associates
6182
Brooks Moore & Associates
Tennessee
$203M +$6.18M +3% 3.39% 63.7% 111 11.71% 4.5
Baugh & Associates
6183
Baugh & Associates
Georgia
$203M +$2.18M +1% 1.63% 98.8% 42 4.76% 5.9
Brendel Financial Advisors
6184
Brendel Financial Advisors
New Hampshire
$203M +$8.6M +4% 6.46% 126% 118 28.81% 1.9
Orion Resource Partners
6185
Orion Resource Partners
New York
$203M -$71.9M -26% 29% – 31 45.16% 0.6
Koesten Hirschmann & Crabtree
6186
Koesten Hirschmann & Crabtree
Kansas
$203M -$6.25M -3% 2.36% 68.7% 255 83.92% 2.6
William John Sempolinski
6187
William John Sempolinski
Massachusetts
$203M – – 2.56% – 89 – 0
LI
6188
Latigo Investments
Florida
$203M +$4.81M +2% 2.47% 62.6% 14 0% 3.6
Cornercap Investment Counsel
6189
Cornercap Investment Counsel
Georgia
$203M +$2.14M +1% 4.26% 55.4% 156 7.69% 3
VFG
6190
V2 Financial group
Illinois
$203M +$22.5M +12% 2.19% 63.3% 100 10% 2.8
Security National Bank of So Dak
6191
Security National Bank of So Dak
Iowa
$203M +$4.06M +2% 3.04% 67.7% 115 8.7% 6
Ararat Capital Management
6192
Ararat Capital Management
Connecticut
$203M +$16.5M +9% 4.25% 99.2% 23 34.78% 1.7
WAM
6193
Werlinich Asset Management
Connecticut
$203M +$1.67M +0.8% 2.21% 232% 66 18.18% 3.5
Brighton Securities
6194
Brighton Securities
New York
$203M +$10.6M +6% 1.43% – 60 13.33% 0.8
R.W. Roge & Company
6195
R.W. Roge & Company
New York
$202M +$7.43M +4% 2.46% 76.3% 64 12.5% 2.9
Lipe & Dalton
6196
Lipe & Dalton
New York
$202M +$585K +0.3% 5.28% 101% 97 6.19% 6.4
FCFC
6197
First Citizens Financial Corp
Iowa
$202M +$132K +0.1% 2.9% 72.9% 139 10.79% 3.6
Brandywine Managers
6198
Brandywine Managers
Delaware
$202M +$98M +94% 0.99% 96.3% 38 2.63% 4.4
Barnes Pettey Financial Advisors
6199
Barnes Pettey Financial Advisors
Mississippi
$202M +$19.8M +11% 1.8% 79.7% 145 14.48% 2.1
Tower View Wealth Management
6200
Tower View Wealth Management
Wisconsin
$202M +$8.93M +5% 3.83% 135% 187 13.37% 3.9