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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)
CCM
2501
Coe Capital Management
Illinois
$275M +$27.5M +11% 1.72% 84.4% 280 46.43% 0.7
EM
2502
Endicott Management
New York
$275M +$8.46M +3% 4.7% 229% 44 63.64% 0.5
IIA
2503
IPG Investment Advisors
California
$275M +$11.6M +4% 4.89% 106% 150 27.33% 0.8
IFLIT
2504
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$275M +$21.2M +8% 0.78% 45.7% 16 25% 1.1
NCM
2505
Narwhal Capital Management
Georgia
$275M +$1.45M +0.5% 0.15% 93.8% 131 9.16% 1.5
KCM
2506
KSA Capital Management
New Jersey
$275M -$116M -30% 1.58% 109% 69 72.46% 0.6
CIC
2507
Chase Investment Counsel
Virginia
$275M -$10M -4% 2.72% 350% 108 15.74% 1.2
WIC
2508
Wilkins Investment Counsel
Massachusetts
$274M -$8.51M -3% 1.18% 56.2% 77 2.6% 1.8
PH
2509
Pinnacle Holdings
Oklahoma
$274M -$1.69M -0.6% 0.09% 79.6% 239 15.48% 1.5
SCM
2510
SOL Capital Management
Maryland
$274M +$1.53M +0.6% 1.83% 56.6% 197 4.06% 1.7
GIPM
2511
G2 Investment Partners Management
New York
$274M +$13.8M +5% 16.9% 1,145% 93 46.24% 0.6
GFG
2512
Gray Financial Group
Georgia
$273M -$17.2M -6% 2.27% – 60 3.33% 0.3
BBI
2513
Baxter Bros Inc
Connecticut
$273M -$2.31M -0.8% 0.33% 73.8% 117 8.55% 1.6
ARM
2514
Adirondack Research & Management
New York
$272M +$14.4M +6% 1.89% 47.8% 103 14.56% 1.6
SMG
2515
Spectrum Management Group
Indiana
$272M +$3.39M +1% 0.89% 44% 138 22.46% 1.1
GBCP
2516
Glade Brook Capital Partners
Connecticut
$272M -$428M -61% 6.15% – 15 60% 0.8
WA
2517
WealthTrust Axiom
Pennsylvania
$271M -$9.84M -4% 2.08% 125% 241 9.13% 1.6
AT
2518
Acadia Trust
Maine
$271M -$13.1M -5% 0.93% 36.1% 81 14.81% 1.9
FAT
2519
First American Trust
California
$270M -$10.4M -4% 0.85% 84.6% 101 20.79% 1.4
Hills Bank & Trust
2520
Hills Bank & Trust
Iowa
$270M +$2.43M +0.9% 0.51% 52.8% 86 3.49% 1.8
HL
2521
HeadInvest LLC
Maine
$270M -$8.62M -3% 0.74% 59.1% 122 5.74% 1.6
SC
2522
Schooner Capital
Florida
$270M -$47.5M -15% 14.4% 31.1% 2 0% 1.6
TAM
2523
TFG Asset Management
Cayman Islands
$270M -$52.2M -16% 0.62% 72.1% 25 20% 0.6
GHP
2524
Great Hill Partners
Massachusetts
$269M +$39.5M +17% 17.2% 24% 1 0% 0.5
KLC
2525
Knowledge Leaders Capital
Colorado
$269M -$25.7M -9% 1.05% 51.6% 41 46.34% 0.7