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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)
Montanaro Asset Management
2201
Montanaro Asset Management
United Kingdom
$795M +$116M +17% 10.9% 49.6% 54 22.22% 0.4
Atom Investors
2202
Atom Investors
Texas
$795M +$197M +33% 6.56% 83.4% 371 71.97% 0.3
Ulysses Management
2203
Ulysses Management
New York
$795M -$142M -15% 8.11% 51.8% 88 48.86% 1
Olstein Capital Management
2204
Olstein Capital Management
New York
$794M +$78.8M +11% 3.95% 16.6% 107 6.54% 3.9
Prospector Partners
2205
Prospector Partners
Connecticut
$794M +$12.4M +2% 5.25% 53.6% 121 9.92% 3.6
Phocas Financial Corp
2206
Phocas Financial Corp
California
$794M +$35.7M +5% 7.93% – 230 19.57% 2
RKL Wealth Management
2207
RKL Wealth Management
Pennsylvania
$794M +$47.5M +6% 6.15% 76.8% 136 9.56% 3.9
Weatherly Asset Management
2208
Weatherly Asset Management
California
$793M +$72.3M +10% 9.22% 116% 201 5.97% 5
Howe & Rusling
2209
Howe & Rusling
New York
$793M +$56.7M +8% 6.37% 82% 1,056 18.28% 3
J.M. Forbes & Co
2210
J.M. Forbes & Co
Massachusetts
$793M +$75.3M +10% 8.26% 112% 120 11.67% 4.5
Narwhal Capital Management
2211
Narwhal Capital Management
Georgia
$792M +$52.9M +7% 8.36% 93.8% 175 12% 3.7
L. Roy Papp & Associates
2212
L. Roy Papp & Associates
Arizona
$792M +$95.2M +14% 8.28% 80.1% 178 9.55% 4.7
Hartline Investment Corp
2213
Hartline Investment Corp
Illinois
$792M +$134M +20% 16.9% 201% 130 11.54% 3.7
GeoWealth Management
2214
GeoWealth Management
Illinois
$791M +$150M +23% 5.33% 58% 282 31.56% 0.6
Jackson Wealth Management
2215
Jackson Wealth Management
Florida
$790M +$123M +18% 8.27% 72.1% 135 20.74% 1.7
FCP
2216
Fine Capital Partners
New York
$790M +$359M +83% 90.8% 95.5% 3 0% 5.9
J.V. Bruni & Co
2217
J.V. Bruni & Co
Colorado
$790M +$3.56M +0.5% 5.98% 97.9% 34 8.82% 3.7
Vesa Equity Investment
2218
Vesa Equity Investment
Luxembourg
$790M +$41.8M +6% 9.56% 2.97% 2 50% 0.5
LS Investment Advisors
2219
LS Investment Advisors
Michigan
$790M -$1B -56% 8.46% 98.7% 814 79.98% 6.9
Arrow Financial
2220
Arrow Financial
New York
$788M +$34.6M +5% 7.19% 66.5% 335 7.46% 5.4
ACG Wealth
2221
ACG Wealth
Georgia
$788M +$34.4M +5% 8.69% 45.5% 346 15.03% 3.5
Callahan Advisors
2222
Callahan Advisors
Texas
$788M +$49.3M +7% 6.29% 87.7% 150 7.33% 4.6
Empowered Funds
2223
Empowered Funds
Pennsylvania
$788M +$266M +51% 7.1% 127% 323 80.8% 0.2
Richard C. Young & Co
2224
Richard C. Young & Co
Rhode Island
$787M +$34M +5% 3.91% 137% 73 1.37% 3.6
Technology Crossover Management VII
2225
Technology Crossover Management VII
California
$787M +$13.1M +2% 1.69% 35.2% 2 0% 3.5