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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)
PTC
2326
Private Trust Company
Ohio
$218M – – 0.7% 79.6% 1,728 – 0
OSNBOA
2327
Old Second National Bank of Aurora
Illinois
$218M – – 2.99% 89.5% 257 – 0
OFG
2328
OTA Financial Group
New York
$218M – – 0.69% 320% 78 – 0
KRC
2329
Kingdom Ridge Capital
New York
$218M – – 17.8% 51.6% 20 – 0
YL
2330
YCG LLC
Texas
$217M – – 3.79% 27% 84 – 0
BWM
2331
Braver Wealth Management
Massachusetts
$217M – – 0.98% 20.4% 64 – 0
KA
2332
Kerrisdale Advisers
Florida
$217M – – 6.59% 78.8% 65 – 0
VC
2333
Vicus Capital
Pennsylvania
$217M – – 1.65% 59.6% 62 – 0
11A
2334
10-15 Associates
New York
$217M – – 0.33% 33% 82 – 0
OA
2335
Outfitter Advisors
Virginia
$216M – – 1.98% 35.6% 133 – 0
MC
2336
Miles Capital
Iowa
$216M – – 0.35% 15.4% 128 – 0
WA
2337
WBH Advisory
Maryland
$216M – – 1.63% 57.6% 189 – 0
MFW
2338
Meristem Family Wealth
Minnesota
$216M – – 2.14% 67.7% 103 – 0
AWM
2339
Affinity Wealth Management
Delaware
$216M – – 0.05% 116% 55 – 0
Prospera Financial Services
2340
Prospera Financial Services
Texas
$216M – – 0.25% 97.4% 234 – 0
TAS
2341
TIFF Advisory Services
Pennsylvania
$216M – – 0.8% 85.9% 112 – 0
WIC
2342
Wilkins Investment Counsel
Massachusetts
$216M – – 0.12% 56.2% 61 – 0
FCPV
2343
FS Capital Partners V
California
$215M – – 44.5% 89.8% 1 – 0
ECM
2344
Ensemble Capital Management
California
$215M – – 1.75% 36.2% 50 – 0
BPV
2345
Battery Partners VIII
Massachusetts
$215M – – 33.7% – 3 – 0
SCM
2346
Stonebridge Capital Management
California
$215M – – 1.44% – 174 – 0
BST
2347
Bath Savings Trust
Maine
$214M – – 1.59% 57.8% 100 – 0
HHAM
2348
HITE Hedge Asset Management
Massachusetts
$214M – – 3.47% 54.4% 54 – 0
HIM
2349
Herald Investment Management
United Kingdom
$214M – – 12.2% 493% 81 – 0
BA
2350
Bard Associates
Illinois
$214M – – 0.66% 241% 182 – 0