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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)
Hengehold Capital Management
2376
Hengehold Capital Management
Ohio
$356M -$5.56M -2% 2.42% 54.5% 115 13.04% 1.9
SC
2377
Serenity Capital
California
$355M +$88.3M +33% 7.43% – 6 16.67% 0.2
Weatherly Asset Management
2378
Weatherly Asset Management
California
$355M +$16.7M +5% 2.56% 116% 186 9.68% 2.7
Steigerwald Gordon & Koch
2379
Steigerwald Gordon & Koch
Virginia
$355M +$17.1M +5% 1.88% 59.5% 90 6.67% 2.3
Berkshire Money Management
2380
Berkshire Money Management
Massachusetts
$355M +$21.8M +7% 2.65% 61.8% 21 4.76% 2
Martin Investment Management
2381
Martin Investment Management
Florida
$354M +$581K +0.2% 4.25% 44% 36 13.89% 2.9
Woodmont Investment Counsel
2382
Woodmont Investment Counsel
Tennessee
$354M +$10.4M +3% 1.8% 66.8% 192 10.94% 2.9
SC
2383
Selz Capital
New York
$354M -$30.1M -8% 4.55% 10.2% 59 25.42% 1.7
LA
2384
Leonetti & Associates
Illinois
$354M +$9.45M +3% 4% 49.5% 45 20% 2
ECM
2385
Endurant Capital Management
California
$354M +$42.6M +14% 7.15% 18.4% 110 36.36% 0.9
Ropes Wealth Advisors
2386
Ropes Wealth Advisors
Massachusetts
$353M +$7.3M +2% 2.6% 71% 620 25.97% 1.5
Brandywine Managers
2387
Brandywine Managers
Delaware
$353M -$16.6M -4% 2.87% 96.3% 23 8.7% 0.7
Hutchinson Capital Management
2388
Hutchinson Capital Management
California
$353M -$9.03M -2% 0.1% 52.6% 48 6.25% 3.1
Caledonia Investments plc (UK)
2389
Caledonia Investments plc (UK)
United Kingdom
$353M -$2.22M -0.6% 1.4% 61.9% 14 0% 2.7
Bremer Trust National Association
2390
Bremer Trust National Association
Minnesota
$352M -$16.9M -5% 3.43% 31.2% 266 10.15% 2.6
Sowell Financial Services
2391
Sowell Financial Services
Arkansas
$352M +$13.6M +4% 1.99% 94.8% 287 23.69% 0.4
Claar Advisors
2392
Claar Advisors
New York
$352M +$65.6M +23% 1.54% 65.5% 44 40.91% 0.6
BerganKDV Wealth Management
2393
BerganKDV Wealth Management
Minnesota
$352M +$15.5M +5% 1.97% 27.9% 182 13.19% 1
Cannell Capital
2394
Cannell Capital
Wyoming
$350M +$34.9M +11% 11.1% 127% 84 29.76% 1.2
First Wilshire Securities Management
2395
First Wilshire Securities Management
California
$350M +$4.01M +1% 4.9% 135% 132 10.61% 2.7
Lathrop Investment Management
2396
Lathrop Investment Management
Arkansas
$350M +$6.7M +2% 3.71% 72.2% 65 7.69% 3
PCM
2397
Piermont Capital Management
Missouri
$350M -$69.9M -17% 0.96% 33.2% 280 26.07% 0.9
Princeton Portfolio Strategies Group
2398
Princeton Portfolio Strategies Group
New Jersey
$350M +$12.9M +4% 3.11% 83.8% 191 21.47% 2.4
Soma Equity Partners
2399
Soma Equity Partners
California
$349M +$62.5M +22% 6.4% 151% 15 6.67% 0.4
Oak Hill Capital Management
2400
Oak Hill Capital Management
New York
$349M -$48M -12% 12% 1.19% 3 0% 1.1