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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)
WBH Advisory
2151
WBH Advisory
Maryland
$815M -$61.9M -7% 4.29% 57.6% 328 11.28% 4.7
Simplicity Solutions
2152
Simplicity Solutions
Minnesota
$814M -$81.2M -9% 3.08% 37.1% 657 35.46% 1.6
Bristlecone Advisors
2153
Bristlecone Advisors
Washington
$814M -$18.8M -2% 5.91% 103% 240 10% 3
Trust Asset Management
2154
Trust Asset Management
Texas
$813M +$3.97M +0.5% 4.06% 91.1% 218 11.47% 1.5
BTR Capital Management
2155
BTR Capital Management
California
$813M -$73.2M -8% 2.37% 35% 179 8.94% 5
Cypress Capital Group
2156
Cypress Capital Group
Florida
$812M +$13.4M +2% 2.62% 97.8% 347 21.04% 3.9
Montanaro Asset Management
2157
Montanaro Asset Management
United Kingdom
$811M -$180M -18% 16.5% 49.6% 49 10.2% 1
Lutz Financial Services
2158
Lutz Financial Services
Nebraska
$811M -$3.18M -0.4% 3.6% 35.3% 64 6.25% 3.4
Archon Capital Management
2159
Archon Capital Management
Washington
$811M +$49.8M +7% 12.8% 222% 37 16.22% 1.5
Community Bank
2160
Community Bank
New York
$810M -$57M -7% 1.69% 73.5% 462 7.79% 4.7
SpiderRock Advisors
2161
SpiderRock Advisors
Delaware
$810M -$92.2M -10% – – 171 0% 1.7
Prospector Partners
2162
Prospector Partners
Connecticut
$809M -$56.2M -6% 2.49% 53.6% 116 15.52% 3.9
Quantum Capital Management (New Jersey)
2163
Quantum Capital Management (New Jersey)
New Jersey
$808M -$94.1M -10% 12.6% 22.7% 34 5.88% 5.4
TFP
2164
Triple Frond Partners
California
$808M -$79.6M -9% 7.9% 92.9% 10 0% 3.5
Spearhead Capital Advisors
2165
Spearhead Capital Advisors
Florida
$808M -$20.8M -3% 5.97% 25.2% 237 43.88% 1.6
Marble Harbor Investment Counsel
2166
Marble Harbor Investment Counsel
Massachusetts
$805M -$53.3M -6% 3.35% 66.7% 199 7.04% 5.2
Blue Chip Partners
2167
Blue Chip Partners
Michigan
$804M +$7.58M +1% 1.79% 81.2% 187 16.04% 3.9
Pekin Hardy Strauss
2168
Pekin Hardy Strauss
Illinois
$804M +$65.3M +9% 8.48% 102% 373 21.98% 3.2
Clear Street
2169
Clear Street
New York
$804M -$2.83B -78% 7.71% 297% 671 84.8% 0.1
Phocas Financial Corp
2170
Phocas Financial Corp
California
$804M +$18M +2% 1.35% – 227 22.91% 2.4
Cadence Bank
2171
Cadence Bank
Mississippi
$803M +$1.04M +0.1% 5.14% 70.9% 210 13.33% 2.9
SC
2172
Sasco Capital
Connecticut
$803M -$67.7M -8% 0.48% 15.5% 49 8.16% 3.7
Essex Investment Management
2173
Essex Investment Management
Massachusetts
$802M -$70.9M -8% 3.68% 370% 429 14.45% 2.7
Private Ocean
2174
Private Ocean
California
$802M -$52.7M -6% 5.85% 2.82% 767 27.25% 2.3
HSG Holding
2175
HSG Holding
Hong Kong
$801M -$315M -28% 31.7% 2.94% 22 9.09% 2.4